Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWN (Northwest Natural Holding Company) | 8.64% | 30.50% | 10.32% | 2.62% | 2.27% | 4.61% | 5.55% | … | … |
Data as of 06/05/2026, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWN (Northwest Natural Holding Company) | 03/26/1990 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.66 | 30.50 | 10.32 | 2.62 | 2.27 | 4.61 | 5.55 | … | … | 8.64 | 23.75 | 6.78 | -14.45 | 1.49 | 10.26 | -35.52 | 25.46 | 4.48 | 0.77 | 22.21 | 5.49 | 21.50 | 0.90 | -4.22 | 7.18 | 6.90 | 5.69 | -6.08 | 18.45 | 28.87 | 5.15 | 14.44 | 19.12 | 11.00 | 1.38 | 28.17 | -10.91 | -12.70 | 35.56 | 14.92 | 18.40 | -9.05 | 26.65 | 4.98 | 18.37 | 8.85 |
| Sharpe Ratio | NA | 1.06 | 0.23 | 0.01 | 0.02 | NA | NA | … | … | 0.53 | 1.09 | 0.13 | -0.83 | 0.00 | 0.40 | -0.59 | 1.43 | 0.15 | 0.01 | 1.05 | 0.29 | 1.36 | 0.06 | -0.31 | 0.33 | 0.34 | 0.26 | -0.19 | 0.52 | 1.54 | 0.16 | 0.86 | 1.06 | 0.33 | -0.04 | 0.82 | -0.41 | -0.60 | 1.30 | 0.50 | 0.70 | -0.49 | 1.14 | 0.11 | 0.56 | 0.31 |
| Standard Deviation(%) | NA | 19.96 | 21.96 | 22.90 | 28.10 | NA | NA | … | … | 23.37 | 19.28 | 24.59 | 22.00 | 26.69 | 25.63 | 59.92 | 16.75 | 21.25 | 15.51 | 20.96 | 18.86 | 15.75 | 14.35 | 13.98 | 21.44 | 19.80 | 21.90 | 37.21 | 29.67 | 16.59 | 18.09 | 15.65 | 17.33 | 29.89 | 25.59 | 29.06 | 34.89 | 27.04 | 24.35 | 22.29 | 20.48 | 24.59 | 21.38 | 23.28 | 25.59 | 20.22 |
| Draw Down(%) | NA | 12.41 | 18.39 | 32.09 | 46.27 | NA | NA | … | … | 12.41 | 9.85 | 10.96 | 29.18 | 22.78 | 21.33 | 42.64 | 10.03 | 15.72 | 15.26 | 15.10 | 17.32 | 10.07 | 11.64 | 16.54 | 15.69 | 11.60 | 14.95 | 22.03 | 20.38 | 7.93 | 14.53 | 13.76 | 13.51 | 20.08 | 16.64 | 16.48 | 21.79 | 18.64 | 11.59 | 8.82 | 7.42 | 18.93 | 15.32 | 15.14 | 14.98 | 18.93 |
| Yield(%) | 0.00 | 4.95 | 4.59 | 3.58 | 3.39 | 4.29 | 5.17 | … | … | 2.11 | 4.97 | 4.92 | 4.02 | 3.97 | 4.21 | 2.60 | 3.26 | 3.22 | 3.17 | 3.76 | 3.75 | 4.38 | 4.07 | 3.74 | 3.74 | 3.69 | 3.67 | 3.12 | 3.40 | 3.91 | 3.97 | 4.24 | 4.60 | 4.81 | 4.81 | 5.84 | 4.63 | 4.14 | 5.07 | 5.18 | 6.05 | 5.03 | 6.14 | 6.01 | 6.60 | 4.98 |
Data as of 06/05/2026, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWN (Northwest Natural Holding Company) |
-12.17%
Sep 2019 – Sep 2022 |
-8.78%
Jun 2019 – Jun 2024 |
0.77%
Jun 2014 – Jun 2024 |
1.36%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWN (Northwest Natural Holding Company) |
24.56%
Apr 2004 – Apr 2007 |
18.86%
Feb 2000 – Feb 2005 |
13.73%
Mar 2000 – Mar 2010 |
12.45%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart