Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGAS (Delta Natural Gas Company Inc) | NA | 27.84% | 18.78% | 13.54% | 13.92% | 11.85% | 11.49% | … | … |
Data as of 09/20/2017, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGAS (Delta Natural Gas Company Inc) | 03/26/1990 | 09/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 27.84 | 18.78 | 13.54 | 13.92 | 11.85 | 11.49 | … | … | 4.69 | 44.47 | 2.80 | -1.38 | 18.54 | 18.03 | 14.20 | 15.78 | 23.24 | 0.74 | 5.77 | 4.31 | -3.23 | 19.05 | 17.33 | 12.54 | 9.84 | 33.91 | -10.30 | 4.52 | 9.55 | 13.36 | 15.75 | -21.78 | 29.44 | 19.29 | 39.17 | 0.76 |
| Sharpe Ratio | NA | 0.36 | -0.26 | -0.33 | -0.21 | NA | NA | … | … | -0.60 | 0.37 | -1.20 | -0.88 | 0.00 | -0.01 | -0.17 | -0.14 | 0.11 | -0.41 | -1.12 | -1.32 | -1.04 | -0.02 | -0.13 | -0.32 | -0.47 | 0.40 | -0.53 | 0.04 | 0.17 | 0.24 | 0.31 | -0.56 | 0.73 | 0.54 | 1.37 | -0.13 |
| Standard Deviation(%) | NA | 24.65 | 21.15 | 24.73 | 30.15 | NA | NA | … | … | 22.27 | 27.66 | 13.09 | 22.66 | 29.70 | 36.55 | 24.95 | 19.50 | 43.53 | 46.28 | 14.52 | 13.68 | 23.32 | 24.61 | 15.45 | 22.70 | 24.44 | 26.67 | 25.58 | 27.04 | 34.76 | 41.23 | 38.11 | 43.90 | 37.25 | 30.87 | 25.77 | 32.56 |
| Draw Down(%) | NA | 16.12 | 18.77 | 22.19 | 38.66 | NA | NA | … | … | 13.94 | 18.77 | 8.55 | 17.25 | 21.44 | 26.93 | 15.97 | 8.16 | 26.52 | 38.66 | 7.66 | 8.73 | 18.76 | 15.10 | 10.15 | 16.22 | 11.56 | 11.10 | 18.66 | 11.01 | 16.61 | 11.27 | 14.65 | 24.35 | 9.57 | 7.07 | 5.71 | 13.26 |
| Yield(%) | 0.00 | 3.43 | 4.12 | 4.17 | 4.18 | 5.06 | 6.14 | … | … | 2.17 | 3.92 | 3.91 | 3.51 | 3.48 | 2.61 | 4.48 | 4.69 | 5.18 | 4.99 | 4.87 | 4.75 | 4.41 | 4.96 | 5.50 | 5.74 | 5.75 | 7.41 | 6.12 | 6.08 | 5.92 | 6.46 | 6.79 | 5.13 | 5.92 | 6.97 | 8.91 | 6.17 |
Data as of 09/20/2017, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGAS (Delta Natural Gas Company Inc) |
-2.76%
Oct 1993 – Oct 1996 |
0.96%
Apr 2004 – Apr 2009 |
6.44%
Oct 1993 – Oct 2003 |
6.25%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGAS (Delta Natural Gas Company Inc) |
33.72%
Oct 1990 – Oct 1993 |
19.78%
Sep 1999 – Sep 2004 |
13.97%
Feb 2007 – Feb 2017 |
12.81%
Jul 1990 – Jul 2005 |
Annualized Rolling Returns Comparison Chart