Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIMC (NiSource Inc Unit) | NA | 1.66% | NA | NA | NA | NA | NA | … | … |
Data as of 11/30/2023, Common starting date is 04/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIMC (NiSource Inc Unit) | 04/20/2021 | 11/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 1.66 | NA | NA | NA | NA | NA | … | … | 4.17 | -1.21 | 8.90 |
| Sharpe Ratio | NA | -0.18 | NA | NA | NA | NA | NA | … | … | 0.02 | -0.13 | 0.80 |
| Standard Deviation(%) | NA | 13.94 | NA | NA | NA | NA | NA | … | … | 13.92 | 20.33 | 16.04 |
| Draw Down(%) | NA | 7.59 | NA | NA | NA | NA | NA | … | … | 7.59 | 19.24 | 6.43 |
| Yield(%) | 1.86 | 7.33 | 5.56 | 3.33 | 1.67 | 1.11 | 0.83 | … | … | 7.46 | 6.97 | 1.85 |
Data as of 11/30/2023, Common starting date is 04/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIMC (NiSource Inc Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIMC (NiSource Inc Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart