Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSEXP (Middlesex Water Company PFD 7%) | -0.88% | 20.04% | 83.99% | 38.35% | NA | NA | NA | … | … |
Data as of 01/14/2026, Common starting date is 09/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSEXP (Middlesex Water Company PFD 7%) | 09/25/2017 | 01/14/2026 |
| 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 (%) | 0.00 | 20.04 | 83.99 | 38.35 | NA | NA | NA | … | … | -0.88 | -14.64 | 530.50 | 17.82 | -0.80 | -18.35 | 3.71 | 6.85 | -20.01 | -8.69 |
| Sharpe Ratio | NA | 0.42 | 0.94 | 0.52 | NA | NA | NA | … | … | -5.22 | -0.36 | 4.79 | 0.17 | -0.27 | -0.61 | 0.67 | 0.12 | -0.37 | -1.53 |
| Standard Deviation(%) | NA | 40.97 | 85.78 | 69.80 | NA | NA | NA | … | … | 4.66 | 49.93 | 109.89 | 86.39 | 8.35 | 29.96 | 5.13 | 46.41 | 57.66 | 19.49 |
| Draw Down(%) | NA | 16.98 | 57.78 | 57.78 | NA | NA | NA | … | … | 0.88 | 30.39 | 16.36 | 51.11 | 7.31 | 21.49 | 3.39 | 30.82 | 31.41 | 9.51 |
| Yield(%) | 0.00 | 1.11 | 5.34 | 4.41 | 2.70 | 1.80 | 1.35 | … | … | 0.00 | 0.79 | 6.36 | 5.34 | 6.60 | 3.89 | 5.11 | 5.19 | 3.98 | 0.90 |
Data as of 01/14/2026, 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 |
|---|---|---|---|---|
| MSEXP (Middlesex Water Company PFD 7%) |
-7.09%
Oct 2017 – Oct 2020 |
-7.93%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSEXP (Middlesex Water Company PFD 7%) |
95.18%
Oct 2022 – Oct 2025 |
57.43%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart