Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGGTF (National Grid plc) | 10.07% | 19.64% | 14.28% | 13.99% | 7.76% | 9.17% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGGTF (National Grid plc) | 06/08/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.17 | 19.64 | 14.28 | 13.99 | 7.76 | 9.17 | NA | … | … | 10.07 | 40.29 | -6.01 | 20.12 | -7.22 | 21.65 | -2.13 | 39.46 | -15.18 | 11.88 | -13.72 | 1.20 | 13.30 | 18.51 | 26.22 | 16.46 | 28.06 |
| Sharpe Ratio | NA | 0.27 | 0.17 | 0.14 | 0.10 | NA | NA | … | … | 0.42 | 0.77 | -0.17 | 0.23 | -0.10 | 0.28 | -0.03 | 1.78 | -0.74 | 0.58 | -0.61 | 0.06 | 0.75 | 0.89 | 1.43 | 0.71 | 2.31 |
| Standard Deviation(%) | NA | 44.97 | 56.83 | 67.99 | 58.93 | NA | NA | … | … | 39.20 | 48.85 | 56.39 | 72.89 | 87.17 | 77.39 | 89.51 | 21.39 | 22.44 | 19.53 | 22.86 | 20.66 | 17.78 | 20.77 | 18.49 | 23.14 | 23.39 |
| Draw Down(%) | NA | 16.54 | 30.24 | 40.18 | 40.18 | NA | NA | … | … | 16.54 | 11.75 | 30.24 | 29.84 | 40.18 | 19.35 | 37.57 | 13.38 | 15.91 | 16.08 | 23.10 | 11.17 | 9.58 | 14.49 | 8.95 | 9.11 | 8.30 |
| Yield(%) | 2.53 | 4.41 | 5.07 | 6.13 | 4.66 | 6.29 | 6.97 | … | … | 2.81 | 5.20 | 5.69 | 2.18 | 9.64 | 6.17 | 4.56 | 5.92 | 4.82 | 11.58 | 2.97 | 3.36 | 6.02 | 4.57 | 4.03 | 4.41 | 1.86 |
Data as of 06/04/2026, Common starting date is 06/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGGTF (National Grid plc) |
-6.45%
Dec 2015 – Dec 2018 |
-2.08%
May 2014 – May 2019 |
2.65%
May 2014 – May 2024 |
8.90%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGGTF (National Grid plc) |
20.56%
Nov 2011 – Nov 2014 |
20.29%
Feb 2021 – Feb 2026 |
9.52%
Feb 2016 – Feb 2026 |
10.57%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart