Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATO (Atmos Energy Corporation) | 1.90% | 13.50% | 16.61% | 13.68% | 11.14% | 14.87% | 13.21% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATO (Atmos Energy Corporation) | 12/28/1983 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.93 | 13.50 | 16.61 | 13.68 | 11.14 | 14.87 | 13.21 | … | … | 1.90 | 23.07 | 23.35 | 6.17 | 9.63 | 12.73 | -12.73 | 23.14 | 10.40 | 18.40 | 20.42 | 16.33 | 27.40 | 33.76 | 9.74 | 11.39 | 11.29 | 30.64 | -11.20 | -8.23 | 27.57 | 0.05 | 18.15 | 9.63 | 15.69 | -8.21 | 26.63 | -36.63 | 6.61 | 26.70 | 3.80 | 35.29 | -7.69 | 17.55 | 2.17 | 38.35 | -6.99 | 10.00 | 32.65 | -17.65 | -7.03 | 63.06 | 18.05 | -0.75 |
| Sharpe Ratio | NA | 0.61 | 0.84 | 0.62 | 0.46 | NA | NA | … | … | 0.15 | 1.18 | 1.32 | 0.14 | 0.35 | 0.64 | -0.31 | 1.54 | 0.52 | 1.47 | 1.08 | 0.86 | 1.67 | 2.14 | 0.68 | 0.45 | 0.66 | 1.36 | -0.35 | -0.67 | 2.02 | -0.14 | 1.17 | 0.52 | 0.54 | -0.38 | 0.55 | -1.61 | 0.12 | 1.01 | 0.01 | 1.65 | -0.42 | 0.83 | -0.02 | 1.57 | -0.57 | 0.25 | 1.16 | -0.64 | -0.38 | 2.20 | 0.50 | -8.03 |
| Standard Deviation(%) | NA | 15.40 | 16.35 | 18.55 | 21.23 | NA | NA | … | … | 16.40 | 17.20 | 14.97 | 18.77 | 23.27 | 19.90 | 41.41 | 14.04 | 17.56 | 12.09 | 18.79 | 19.03 | 16.40 | 15.79 | 14.26 | 25.42 | 16.96 | 22.45 | 35.05 | 16.96 | 12.01 | 15.77 | 14.68 | 17.15 | 27.08 | 28.30 | 41.03 | 24.91 | 26.26 | 22.65 | 28.22 | 19.00 | 25.54 | 18.52 | 20.59 | 21.85 | 21.83 | 16.21 | 23.89 | 34.21 | 29.72 | 26.14 | 22.01 | 8.41 |
| Draw Down(%) | NA | 11.55 | 16.87 | 19.08 | 32.91 | NA | NA | … | … | 11.55 | 6.67 | 9.92 | 16.87 | 19.08 | 16.06 | 32.91 | 7.51 | 10.22 | 8.33 | 14.73 | 11.52 | 11.42 | 14.00 | 9.93 | 16.62 | 10.81 | 21.02 | 25.06 | 19.27 | 5.63 | 12.84 | 11.84 | 12.44 | 23.95 | 19.67 | 26.59 | 38.81 | 17.10 | 13.40 | 31.43 | 11.52 | 18.75 | 19.12 | 17.39 | 11.49 | 15.44 | 10.61 | 13.14 | 31.75 | 23.94 | 15.00 | 16.55 | 0.75 |
| Yield(%) | 0.00 | 2.54 | 3.04 | 3.18 | 3.56 | 7.18 | 7.59 | … | … | 1.18 | 2.61 | 2.81 | 2.72 | 2.65 | 2.72 | 2.13 | 2.39 | 2.33 | 2.46 | 2.74 | 2.84 | 4.19 | 3.97 | 4.18 | 4.33 | 4.56 | 5.48 | 4.67 | 3.99 | 4.73 | 4.68 | 4.95 | 5.12 | 5.52 | 4.63 | 5.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/28/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATO (Atmos Energy Corporation) |
-13.09%
Mar 1997 – Mar 2000 |
-3.03%
Mar 1998 – Mar 2003 |
1.39%
Dec 1998 – Dec 2008 |
3.84%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATO (Atmos Energy Corporation) |
29.58%
Jun 2013 – Jun 2016 |
24.96%
Nov 2012 – Nov 2017 |
20.32%
Feb 2009 – Feb 2019 |
15.75%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart