Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPJA (Georgia Power Co) | -0.58% | 6.61% | 1.35% | 1.15% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPJA (Georgia Power Co) | 09/25/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 6.61 | 1.35 | 1.15 | NA | NA | NA | … | … | -0.58 | 9.67 | 2.91 | -0.97 | -4.19 | -4.91 | 16.41 | 27.21 | -15.95 | 2.15 |
| Sharpe Ratio | NA | 0.43 | -0.07 | -0.08 | NA | NA | NA | … | … | -0.17 | 0.57 | -0.06 | -0.30 | -0.41 | -0.62 | 0.79 | 2.73 | -1.68 | 1.03 |
| Standard Deviation(%) | NA | 9.37 | 12.60 | 12.45 | NA | NA | NA | … | … | 9.16 | 12.02 | 11.89 | 15.71 | 13.77 | 8.02 | 20.32 | 9.42 | 10.36 | 7.28 |
| Draw Down(%) | NA | 8.76 | 15.09 | 16.60 | NA | NA | NA | … | … | 8.76 | 10.91 | 13.50 | 15.09 | 15.88 | 9.32 | 20.65 | 7.54 | 18.47 | 1.77 |
| Yield(%) | 0.00 | 5.75 | 5.05 | 4.65 | 3.75 | 2.50 | 1.88 | … | … | 1.38 | 5.64 | 5.63 | 5.27 | 4.85 | 4.47 | 4.83 | 5.79 | 1.24 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPJA (Georgia Power Co) |
-3.37%
Dec 2020 – Dec 2023 |
0.36%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPJA (Georgia Power Co) |
12.27%
Nov 2018 – Nov 2021 |
7.26%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart