Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 4.16% | 2.11% | 3.80% | 3.95% | 6.64% | 5.91% | 5.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
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 | 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 (%) | -0.66 | 4.16 | 2.11 | 3.80 | 3.95 | 6.64 | 5.91 | 5.78 | 1.75 | 11.23 | -8.76 | 6.70 | 10.82 | 18.34 | -7.14 | 13.63 | 3.12 | 0.24 | 2.42 | 15.41 | 13.13 | -1.12 | 11.87 | 26.57 | -22.96 | 9.76 | 11.22 | 7.70 | 13.36 | 20.37 | -6.32 | 1.24 |
| Sharpe Ratio | NA | 0.53 | 0.15 | 0.43 | 0.40 | NA | NA | 0.48 | 0.23 | 0.85 | -0.75 | 0.79 | 0.56 | 2.46 | -0.83 | 2.58 | 0.33 | 0.03 | 0.33 | 2.23 | 1.85 | -0.10 | 1.17 | 1.69 | -1.25 | 0.79 | 1.08 | 0.98 | 1.67 | 2.74 | -0.80 | -0.13 |
| Standard Deviation(%) | NA | 8.05 | 10.30 | 11.98 | 10.26 | NA | NA | 10.29 | 6.35 | 8.22 | 13.60 | 8.46 | 18.74 | 6.87 | 10.22 | 5.05 | 8.88 | 8.38 | 7.36 | 6.91 | 7.07 | 12.05 | 10.09 | 15.66 | 19.13 | 8.62 | 7.39 | 5.64 | 7.45 | 7.17 | 9.23 | 8.48 |
| Draw Down(%) | NA | 7.28 | 16.13 | 24.15 | 24.15 | NA | NA | 34.76 | 1.17 | 7.28 | 15.52 | 4.25 | 24.15 | 3.02 | 14.74 | 2.37 | 8.15 | 8.54 | 6.14 | 5.85 | 5.79 | 13.52 | 7.68 | 15.71 | 33.48 | 6.11 | 8.08 | 4.15 | 5.96 | 6.95 | 16.25 | 11.53 |
| Yield(%) | NA | 3.23 | 2.74 | 3.10 | 2.66 | NA | NA | 3.32 | 0.12 | 3.31 | 1.71 | 3.15 | 4.38 | 3.07 | 3.16 | 0.33 | 1.82 | 2.87 | 2.90 | 2.23 | 3.20 | 2.04 | 4.81 | 2.74 | 6.40 | 7.24 | 4.38 | 3.88 | 3.87 | 2.16 | 3.21 | 3.26 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.05%
Feb 2006 - Feb 2009 |
0.22%
Feb 2004 - Feb 2009 |
3.95%
Oct 2013 - Oct 2023 |
4.34%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.03%
Feb 2009 - Feb 2012 |
15.36%
Feb 2009 - Feb 2014 |
9.28%
Feb 2009 - Feb 2019 |
8.19%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart