Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NJR (New Jersey Resources Corporation) | 19.45% | 26.88% | 7.69% | 8.46% | 7.69% | 15.12% | 12.05% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NJR (New Jersey Resources Corporation) | 03/17/1980 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 26.88 | 7.69 | 8.46 | 7.69 | 15.12 | 12.05 | … | … | 19.45 | 2.76 | 8.72 | -6.94 | 24.93 | 19.59 | -16.86 | 0.13 | 16.57 | 16.18 | 10.77 | 122.62 | 39.14 | 21.12 | -15.85 | 17.96 | 19.53 | -1.42 | -18.87 | 6.22 | 19.64 | -0.34 | 16.26 | 26.28 | 57.87 | 11.58 | 15.67 | -1.11 | -1.40 | 36.97 | -2.90 | 33.15 | -12.56 | 6.15 | 19.63 | 10.88 | -12.50 | 18.31 | 7.58 | 11.86 | 15.12 | -1.44 | 8.33 | 57.38 | 10.91 | -16.67 | 21.10 |
| Sharpe Ratio | NA | 1.38 | 0.26 | 0.32 | 0.23 | NA | NA | … | … | 3.37 | -0.01 | 0.27 | -0.53 | 0.92 | 0.78 | -0.26 | -0.07 | 0.70 | 0.99 | 0.46 | 1.75 | 1.91 | 1.13 | -1.03 | 0.69 | 1.01 | -0.06 | -0.36 | 0.14 | 1.14 | -0.16 | 0.93 | 1.42 | 1.20 | 0.43 | 0.49 | -0.28 | -0.24 | 1.46 | -0.36 | 1.65 | -0.77 | 0.22 | 0.89 | 0.40 | -0.90 | 0.67 | 0.14 | 0.24 | 0.60 | -0.39 | 0.05 | 1.55 | 0.17 | -1.45 | 0.98 |
| Standard Deviation(%) | NA | 16.73 | 18.56 | 20.76 | 28.28 | NA | NA | … | … | 16.76 | 18.27 | 18.77 | 20.30 | 25.58 | 24.94 | 64.45 | 18.34 | 21.80 | 15.76 | 22.71 | 70.17 | 20.51 | 18.67 | 15.51 | 26.04 | 19.24 | 23.51 | 55.03 | 21.47 | 14.26 | 16.22 | 16.35 | 17.94 | 47.23 | 21.72 | 23.16 | 16.01 | 20.21 | 22.62 | 18.01 | 17.69 | 20.25 | 18.13 | 18.99 | 17.45 | 20.01 | 18.59 | 18.52 | 31.26 | 17.74 | 17.71 | 24.66 | 32.70 | 18.10 | 18.66 | 19.53 |
| Draw Down(%) | NA | 8.68 | 20.57 | 27.79 | 50.72 | NA | NA | … | … | 5.05 | 10.65 | 12.89 | 27.79 | 17.26 | 20.04 | 44.25 | 20.02 | 12.50 | 13.55 | 19.13 | 13.92 | 14.71 | 12.14 | 18.67 | 13.31 | 12.16 | 25.39 | 40.40 | 16.06 | 6.87 | 14.59 | 7.68 | 9.62 | 21.15 | 13.85 | 11.70 | 15.36 | 17.94 | 8.96 | 11.62 | 7.81 | 26.39 | 16.53 | 10.47 | 8.67 | 18.45 | 10.18 | 16.46 | 29.03 | 15.30 | 13.36 | 17.19 | 19.11 | 12.23 | 29.93 | 21.53 |
| Yield(%) | 0.00 | 4.19 | 3.60 | 3.78 | 3.87 | 5.62 | 7.27 | … | … | 1.03 | 3.98 | 3.84 | 3.29 | 3.68 | 4.04 | 2.92 | 2.72 | 2.84 | 3.01 | 3.02 | 3.04 | 5.76 | 4.10 | 3.91 | 3.33 | 3.64 | 3.24 | 3.24 | 3.19 | 3.40 | 3.22 | 3.39 | 3.87 | 3.91 | 3.21 | 4.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJR (New Jersey Resources Corporation) |
-11.15%
Sep 2017 – Sep 2020 |
-2.98%
Jun 2005 – Jun 2010 |
3.41%
Jul 1987 – Jul 1997 |
6.56%
Feb 1987 – Feb 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJR (New Jersey Resources Corporation) |
60.93%
Jun 2013 – Jun 2016 |
39.31%
Nov 2012 – Nov 2017 |
24.00%
Apr 2009 – Apr 2019 |
19.49%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison Chart