Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWE (NorthWestern Energy Group, Inc.) | 8.94% | 37.90% | 12.18% | 6.56% | 5.65% | 9.49% | 7.50% | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWE (NorthWestern Energy Group, Inc.) | 11/02/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 37.90 | 12.18 | 6.56 | 5.65 | 9.49 | 7.50 | … | … | 8.94 | 25.93 | 10.51 | -10.12 | 8.49 | 2.10 | -15.15 | 24.51 | 3.47 | 6.55 | 8.45 | -0.46 | 34.96 | 29.48 | 1.17 | 29.86 | 16.47 | 17.62 | -17.10 | -16.62 | 13.87 | 10.96 | 12.22 |
| Sharpe Ratio | NA | 1.49 | 0.48 | 0.21 | 0.18 | NA | NA | … | … | 1.10 | 1.14 | 0.35 | -0.69 | 0.31 | 0.10 | -0.28 | 1.64 | 0.11 | 0.48 | 0.45 | -0.03 | 2.15 | 1.94 | 0.08 | 1.22 | 0.73 | 0.73 | -0.47 | -1.07 | 0.85 | 0.48 | 4.54 |
| Standard Deviation(%) | NA | 21.04 | 20.52 | 20.96 | 24.93 | NA | NA | … | … | 22.89 | 20.55 | 19.65 | 20.09 | 23.15 | 21.31 | 53.95 | 14.03 | 18.71 | 12.42 | 18.46 | 19.16 | 16.23 | 15.19 | 13.21 | 24.36 | 22.42 | 24.02 | 38.48 | 18.54 | 12.40 | 18.19 | 22.36 |
| Draw Down(%) | NA | 10.09 | 19.73 | 21.97 | 39.34 | NA | NA | … | … | 10.09 | 13.55 | 10.80 | 21.97 | 19.62 | 20.63 | 39.34 | 10.44 | 15.70 | 9.93 | 13.84 | 15.95 | 13.20 | 10.66 | 10.64 | 13.44 | 15.80 | 25.86 | 40.07 | 30.70 | 7.48 | 12.74 | 2.15 |
| Yield(%) | 0.00 | 5.02 | 4.59 | 4.04 | 4.03 | 6.69 | 5.24 | … | … | 1.03 | 4.98 | 5.08 | 4.28 | 4.43 | 4.34 | 3.41 | 3.96 | 3.77 | 3.71 | 3.76 | 3.37 | 3.74 | 4.25 | 4.14 | 4.91 | 5.15 | 5.71 | 3.41 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWE (NorthWestern Energy Group, Inc.) |
-14.21%
Apr 2006 – Apr 2009 |
-3.00%
Feb 2019 – Feb 2024 |
3.17%
Jan 2015 – Jan 2025 |
6.69%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWE (NorthWestern Energy Group, Inc.) |
27.40%
Oct 2008 – Oct 2011 |
24.43%
Oct 2008 – Oct 2013 |
17.33%
Feb 2009 – Feb 2019 |
10.51%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart