Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTGSP (Connecticut Natural Gas Corporation PFD 8%) | 0.00% | 78.28% | 22.08% | -7.23% | -2.37% | NA | NA | 1.75% |
Data as of 01/24/2025, AR inception is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTGSP (Connecticut Natural Gas Corporation PFD 8%) | 09/26/2012 | 01/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 78.28 | 22.08 | -7.23 | -2.37 | NA | NA | 1.75 | 0.00 | 78.28 | -10.23 | 13.69 | -64.79 | 7.26 | 9.10 | -10.53 | 1.51 | -1.34 | 17.07 | 13.29 | 0.68 | 37.29 |
| Sharpe Ratio | NA | 1.30 | 0.56 | -0.16 | -0.08 | NA | NA | 0.01 | NA | 1.60 | -0.56 | 1.86 | -0.63 | 0.11 | 0.21 | -0.21 | 0.02 | -0.03 | 1.54 | 0.26 | 0.01 | 2.54 |
| Standard Deviation(%) | NA | 55.39 | 32.10 | 59.49 | 52.46 | NA | NA | 53.29 | 0.00 | 52.89 | 26.14 | 6.18 | 106.57 | 66.52 | 36.63 | 55.56 | 55.81 | 53.90 | 11.03 | 51.75 | 48.09 | 97.78 |
| Draw Down(%) | NA | 8.89 | 22.17 | 75.47 | 76.84 | NA | NA | 76.84 | 0.00 | 8.89 | 22.17 | 0.00 | 66.04 | 38.82 | 26.29 | 25.00 | 35.77 | 30.63 | 1.05 | 32.31 | 28.40 | 22.50 |
| Yield(%) | 0.00 | 6.97 | 9.08 | 3.12 | 3.31 | 3.98 | 2.98 | 4.97 | 0.00 | 6.97 | 10.76 | 10.67 | 1.89 | 3.90 | 4.00 | 3.45 | 3.38 | 3.22 | 3.64 | 4.00 | 3.87 | 1.32 |
Data as of 01/24/2025, AR inception is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTGSP (Connecticut Natural Gas Corporation PFD 8%) |
-32.22%
Dec 2018 - Dec 2021 |
-20.49%
Jan 2019 - Jan 2024 |
-9.48%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTGSP (Connecticut Natural Gas Corporation PFD 8%) |
23.97%
Sep 2013 - Sep 2016 |
9.74%
Oct 2013 - Oct 2018 |
-4.55%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart