Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| D (Dominion Energy, Inc.) | 17.02% | 25.06% | 15.41% | 1.87% | 3.59% | 6.76% | 7.38% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| D (Dominion Energy, Inc.) | 03/17/1980 | 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 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 25.06 | 15.41 | 1.87 | 3.59 | 6.76 | 7.38 | … | … | 17.02 | 13.96 | 20.43 | -19.12 | -19.11 | 8.12 | -5.35 | 21.50 | -7.59 | 9.91 | 17.67 | -8.76 | 22.99 | 29.83 | 1.65 | 29.46 | 14.79 | 14.47 | -21.57 | 16.51 | 12.56 | 18.22 | 10.51 | 21.36 | -4.55 | -6.58 | 80.28 | -16.04 | 9.84 | 10.55 | -6.67 | 14.58 | -20.66 | 14.87 | -30.70 | 21.60 | -1.32 | 12.76 | 1.81 | -6.50 | 24.65 | 22.94 | 30.51 | 53.91 | 22.34 | 13.25 | 9.21 |
| Sharpe Ratio | NA | 1.10 | 0.56 | -0.02 | 0.09 | NA | NA | … | … | 1.87 | 0.49 | 0.75 | -0.96 | -0.86 | 0.43 | -0.12 | 1.40 | -0.50 | 0.72 | 1.04 | -0.51 | 1.36 | 2.14 | 0.14 | 1.70 | 0.85 | 0.65 | -0.62 | 0.77 | 0.61 | 0.87 | 0.82 | 1.21 | -0.15 | -0.34 | 2.62 | -1.05 | 0.39 | 0.40 | -0.70 | 0.81 | -1.48 | 0.99 | -0.81 | 1.41 | -0.49 | 0.60 | -0.20 | -0.41 | 1.15 | 1.02 | 1.44 | 1.14 | 0.66 | 0.11 | 0.13 |
| Standard Deviation(%) | NA | 20.05 | 23.15 | 22.75 | 23.71 | NA | NA | … | … | 23.11 | 22.77 | 22.54 | 23.93 | 23.84 | 18.63 | 44.97 | 14.33 | 18.15 | 12.92 | 16.72 | 17.19 | 16.90 | 13.94 | 11.51 | 17.30 | 17.35 | 22.08 | 36.29 | 17.52 | 15.04 | 18.44 | 11.62 | 16.99 | 37.97 | 26.88 | 29.03 | 18.54 | 16.54 | 17.01 | 14.64 | 13.09 | 16.06 | 12.76 | 40.64 | 12.49 | 13.84 | 11.28 | 15.20 | 26.23 | 17.58 | 17.11 | 16.26 | 41.48 | 21.79 | 24.49 | 26.39 |
| Draw Down(%) | NA | 9.77 | 26.41 | 52.20 | 52.20 | NA | NA | … | … | 9.77 | 12.68 | 12.65 | 35.39 | 33.34 | 10.78 | 33.29 | 6.22 | 21.94 | 7.14 | 10.48 | 15.09 | 9.99 | 11.16 | 9.63 | 8.12 | 8.13 | 25.07 | 29.17 | 12.13 | 13.04 | 14.07 | 6.06 | 11.57 | 44.32 | 16.88 | 16.26 | 20.99 | 9.54 | 19.09 | 15.38 | 9.94 | 23.14 | 10.38 | 39.96 | 7.01 | 14.65 | 7.07 | 12.20 | 24.11 | 15.83 | 16.18 | 13.47 | 10.94 | 11.93 | 12.77 | 21.43 |
| Yield(%) | 0.99 | 4.76 | 5.29 | 3.47 | 4.04 | 5.85 | 6.68 | … | … | 2.25 | 4.91 | 5.50 | 4.24 | 3.41 | 3.41 | 4.21 | 5.16 | 4.16 | 3.98 | 4.15 | 3.34 | 3.77 | 4.26 | 4.02 | 4.61 | 4.70 | 4.79 | 3.40 | 3.02 | 3.49 | 3.97 | 4.06 | 4.63 | 4.25 | 3.94 | 6.77 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| D (Dominion Energy, Inc.) |
-17.37%
Oct 2020 – Oct 2023 |
-7.55%
Dec 1991 – Dec 1996 |
-2.82%
Aug 1986 – Aug 1996 |
1.71%
Oct 1987 – Oct 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| D (Dominion Energy, Inc.) |
38.82%
Mar 1983 – Mar 1986 |
32.64%
Jan 1982 – Jan 1987 |
17.11%
Sep 1981 – Sep 1991 |
14.11%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart