Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GMP (Green Mountain Power Corp) NA 5.54% 11.38% 6.06% 2.26% 1.50% -3.09%
Data as of 07/08/2024, Common starting date is 01/04/1999
More Performance Analytics Comparison
Name Start Date End Date
GMP (Green Mountain Power Corp) 01/04/1999 07/08/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 5.54 11.38 6.06 2.26 1.50 -3.09
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 5.33 4.86 4.73 2.83 1.89 1.09
Data as of 07/08/2024, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GMP (Green Mountain Power Corp) -43.16%
Mar 2017 – Mar 2020
-25.70%
Aug 2016 – Aug 2021
-7.28%
Jan 2014 – Jan 2024
3.05%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GMP (Green Mountain Power Corp) 50.14%
Mar 2000 – Mar 2003
39.34%
Mar 2000 – Mar 2005
5.57%
May 2010 – May 2020
3.73%
Jun 2009 – Jun 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return