Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGG (National Grid plc) | 10.93% | 22.49% | 15.45% | 11.84% | 7.50% | 9.43% | 8.04% | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGG (National Grid plc) | 08/01/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 22.49 | 15.45 | 11.84 | 7.50 | 9.43 | 8.04 | … | … | 10.93 | 35.88 | -1.26 | 18.82 | -12.72 | 28.96 | -0.78 | 38.53 | -13.75 | 5.52 | -12.66 | 2.78 | 12.84 | 19.35 | 25.03 | 15.35 | -4.31 | 13.43 | -36.73 | 18.95 | 54.97 | 6.08 |
| Sharpe Ratio | NA | 0.82 | 0.52 | 0.40 | 0.24 | NA | NA | … | … | 0.71 | 1.47 | -0.20 | 0.80 | -0.58 | 1.90 | -0.03 | 2.16 | -0.72 | 0.40 | -0.66 | 0.15 | 0.92 | 1.39 | 1.73 | 0.70 | -0.19 | 0.43 | -0.77 | 0.83 | 2.95 | 0.67 |
| Standard Deviation(%) | NA | 21.55 | 22.97 | 22.24 | 22.86 | NA | NA | … | … | 26.25 | 22.56 | 24.42 | 19.10 | 24.68 | 15.24 | 38.37 | 17.16 | 21.17 | 12.23 | 19.57 | 18.10 | 13.94 | 13.89 | 14.53 | 22.02 | 23.29 | 30.94 | 48.83 | 19.10 | 17.58 | 18.59 |
| Draw Down(%) | NA | 14.15 | 20.76 | 39.22 | 39.22 | NA | NA | … | … | 14.15 | 9.58 | 20.76 | 19.75 | 39.22 | 11.01 | 34.04 | 13.51 | 18.67 | 14.62 | 22.80 | 12.23 | 9.31 | 11.37 | 8.37 | 8.52 | 27.64 | 30.11 | 46.35 | 11.65 | 8.64 | 13.86 |
| Yield(%) | 2.56 | 4.56 | 6.72 | 6.19 | 4.56 | 6.57 | 5.81 | … | … | 2.76 | 5.24 | 10.35 | 5.85 | 4.28 | 5.71 | 5.01 | 6.34 | 5.31 | 4.62 | 3.97 | 4.35 | 4.96 | 5.05 | 5.91 | 6.21 | 11.81 | 5.23 | 3.35 | 3.78 | 4.66 | 1.73 |
Data as of 06/04/2026, Common starting date is 08/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGG (National Grid plc) |
-15.92%
May 2007 – May 2010 |
-2.54%
May 2014 – May 2019 |
2.37%
Dec 2007 – Dec 2017 |
2.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGG (National Grid plc) |
24.27%
May 2010 – May 2013 |
20.76%
Mar 2009 – Mar 2014 |
10.73%
Oct 2005 – Oct 2015 |
10.66%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart