Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 23.05% | 1.66% | 4.56% | 4.65% | 6.03% | 6.96% | 7.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 23.05 | 1.66 | 4.56 | 4.65 | 6.03 | 6.96 | 7.42 | NA | 3.90 | 13.93 | -15.93 | 10.27 | 6.37 | 10.47 | -2.41 | 14.79 | 5.70 | -2.73 | 2.85 | 17.86 | 10.41 | 1.40 | 8.61 | 22.87 | -4.51 | 11.70 | 13.45 | 4.99 | 10.32 | 19.65 | 2.02 | 7.16 |
| Sharpe Ratio | NA | -0.20 | -0.33 | 0.06 | 0.28 | NA | NA | 0.72 | 0.03 | -0.28 | 1.07 | -1.17 | 1.24 | 0.65 | 2.12 | -0.47 | 2.75 | 1.23 | -0.52 | 0.43 | 2.51 | 1.53 | 0.17 | 0.74 | 2.46 | -1.25 | 0.93 | 1.30 | 0.47 | 1.30 | 3.43 | 0.20 | 1.09 |
| Standard Deviation(%) | NA | 9.61 | 11.48 | 10.51 | 8.41 | NA | NA | 7.80 | 6.16 | 9.66 | 9.06 | 14.81 | 8.29 | 9.40 | 4.28 | 7.90 | 5.15 | 4.48 | 5.34 | 6.67 | 7.11 | 6.77 | 8.17 | 11.48 | 9.25 | 4.36 | 9.36 | 7.86 | 6.03 | 7.19 | 5.52 | 4.67 | 4.47 |
| Draw Down(%) | NA | 8.26 | 21.63 | 22.15 | 22.15 | NA | NA | 22.15 | 0.53 | 8.21 | 9.29 | 22.05 | 4.27 | 11.32 | 1.86 | 9.51 | 1.99 | 3.86 | 6.38 | 6.08 | 4.65 | 5.63 | 7.60 | 9.85 | 4.96 | 7.76 | 6.35 | 9.12 | 4.93 | 6.07 | 2.35 | 6.26 | 3.29 |
| Yield(%) | NA | 3.38 | 4.56 | 4.39 | 3.32 | NA | NA | 3.93 | NA | 0.58 | 3.41 | 2.76 | 7.07 | 4.03 | 5.00 | 2.33 | 0.40 | 2.86 | 1.28 | 4.22 | 1.69 | 3.97 | 3.00 | 4.28 | 4.53 | 3.58 | 5.41 | 5.50 | 4.48 | 3.67 | 3.00 | 5.60 | 7.66 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.10%
Sep 2019 - Sep 2022 |
-0.08%
Sep 2017 - Sep 2022 |
3.00%
Oct 2013 - Oct 2023 |
4.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN Tactical Asset Allocation Moderate |
13.55%
Apr 2003 - Apr 2006 |
12.92%
Oct 2002 - Oct 2007 |
10.09%
Apr 2003 - Apr 2013 |
9.20%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart