Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGR (Avangrid Inc) | NA | 16.98% | -5.11% | -2.68% | NA | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGR (Avangrid Inc) | 12/18/2015 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.98 | -5.11 | -2.68 | NA | NA | NA | … | … | 16.95 | -20.75 | -10.44 | 13.63 | -7.82 | 5.80 | 2.52 | 39.81 | 2.96 | 15.45 |
| Sharpe Ratio | NA | 0.57 | -0.40 | -0.18 | NA | NA | NA | … | … | 0.57 | -0.98 | -0.51 | 0.69 | -0.18 | 0.29 | 0.07 | 2.84 | 0.13 | 256.30 |
| Standard Deviation(%) | NA | 18.35 | 22.72 | 27.81 | NA | NA | NA | … | … | 18.35 | 25.76 | 23.48 | 19.64 | 43.99 | 15.30 | 18.46 | 13.85 | 21.28 | 35.68 |
| Draw Down(%) | NA | 12.29 | 41.96 | 44.27 | NA | NA | NA | … | … | 12.29 | 34.02 | 25.17 | 12.58 | 35.58 | 7.96 | 13.98 | 5.33 | 22.60 | 2.27 |
| Yield(%) | 0.00 | 5.43 | 3.63 | 3.46 | 4.87 | 3.25 | 2.43 | … | … | 5.28 | 4.08 | 3.55 | 3.92 | 3.46 | 3.61 | 3.48 | 5.67 | 4.57 | 0.00 |
Data as of 12/27/2024, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGR (Avangrid Inc) |
-12.36%
Sep 2020 – Sep 2023 |
-5.83%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGR (Avangrid Inc) |
15.51%
Jan 2017 – Jan 2020 |
11.10%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart