Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVRG (Evergy, Inc.) | 14.87% | 30.40% | 16.81% | 9.74% | 7.68% | 12.07% | 11.43% | … | … |
Data as of 06/04/2026, Common starting date is 02/21/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVRG (Evergy, Inc.) | 02/21/1973 | 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 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 30.40 | 16.81 | 9.74 | 7.68 | 12.07 | 11.43 | … | … | 14.87 | 22.44 | 23.41 | -13.30 | -4.91 | 28.01 | -11.67 | 18.38 | 10.94 | -3.45 | 36.80 | 6.87 | 33.22 | 17.39 | 4.16 | 20.13 | 22.21 | 12.93 | -16.58 | 4.19 | 26.07 | -2.18 | 17.39 | 114.60 | -37.22 | -26.39 | 58.79 | -49.06 | -22.67 | 39.27 | -7.49 | 16.59 | -17.92 | 10.71 | 11.01 | 34.32 | -14.65 | 8.20 | 1.10 | -16.78 | 36.79 | 18.66 | 11.67 | 24.35 | 30.41 | 8.82 | -2.16 | -8.55 | -7.32 | 1.86 | 11.03 | 9.85 | -15.92 | -24.88 |
| Sharpe Ratio | NA | 1.64 | 0.81 | 0.40 | 0.29 | NA | NA | … | … | 2.20 | 1.18 | 1.25 | -0.81 | -0.27 | 1.54 | -0.24 | 1.21 | 0.54 | -0.30 | 2.28 | 0.33 | 2.31 | 1.20 | 0.35 | 1.06 | 1.27 | 0.51 | -0.44 | 0.05 | 1.47 | -0.27 | 0.96 | 4.94 | -0.79 | -0.84 | 1.55 | -2.11 | -1.28 | 2.40 | -0.84 | 0.95 | -1.20 | 0.61 | 0.58 | 1.96 | -0.96 | 0.17 | -0.23 | -0.62 | 1.86 | 0.77 | 0.38 | 1.34 | 1.18 | -0.08 | -0.44 | -0.85 | -0.86 | -0.12 | 0.38 | 0.23 | -0.89 | -1.41 |
| Standard Deviation(%) | NA | 15.66 | 17.49 | 18.94 | 22.81 | NA | NA | … | … | 17.52 | 16.71 | 15.86 | 20.99 | 23.35 | 18.15 | 49.62 | 14.01 | 17.64 | 13.79 | 16.04 | 20.50 | 14.39 | 14.49 | 11.96 | 18.93 | 17.41 | 25.20 | 39.92 | 21.92 | 15.47 | 16.58 | 17.02 | 23.04 | 48.53 | 34.88 | 35.18 | 24.82 | 20.46 | 14.74 | 13.18 | 13.26 | 17.45 | 13.86 | 14.52 | 15.48 | 20.82 | 13.17 | 16.69 | 33.79 | 17.34 | 17.00 | 12.06 | 13.37 | 19.00 | 21.42 | 24.45 | 18.81 | 14.59 | 16.29 | 19.48 | 24.89 | 24.21 | 23.79 |
| Draw Down(%) | NA | 7.30 | 21.10 | 29.85 | 38.79 | NA | NA | … | … | 5.98 | 8.01 | 10.31 | 23.45 | 22.84 | 10.77 | 38.79 | 7.62 | 10.03 | 11.00 | 7.87 | 20.86 | 10.25 | 12.39 | 10.13 | 17.42 | 10.26 | 27.04 | 31.68 | 18.11 | 6.71 | 13.62 | 13.79 | 8.12 | 50.45 | 36.98 | 14.63 | 49.44 | 24.79 | 5.56 | 17.69 | 9.47 | 24.73 | 10.74 | 13.68 | 7.46 | 20.50 | 8.42 | 14.62 | 32.92 | 18.53 | 16.72 | 7.05 | 9.02 | 12.29 | 10.60 | 21.94 | 19.39 | 15.08 | 14.89 | 8.81 | 15.23 | 30.77 | 30.62 |
| Yield(%) | 0.00 | 4.23 | 4.55 | 4.02 | 3.93 | 7.32 | 8.02 | … | … | 1.90 | 4.38 | 4.86 | 3.94 | 3.42 | 4.05 | 3.23 | 3.45 | 3.26 | 2.85 | 3.59 | 3.50 | 4.41 | 4.62 | 4.66 | 5.03 | 5.68 | 5.80 | 4.56 | 4.08 | 4.63 | 4.08 | 3.94 | 7.60 | 6.76 | 4.73 | 8.70 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/21/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVRG (Evergy, Inc.) |
-23.23%
Sep 1998 – Sep 2001 |
-21.98%
Dec 1997 – Dec 2002 |
-8.88%
Dec 1992 – Dec 2002 |
-4.55%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVRG (Evergy, Inc.) |
40.35%
Sep 2002 – Sep 2005 |
28.18%
Jul 1981 – Jul 1986 |
17.64%
Sep 2009 – Sep 2019 |
16.82%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart