Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGS (ONE Gas, Inc.) | 1.71% | 8.75% | 2.60% | 4.12% | 5.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGS (ONE Gas, Inc.) | 01/17/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.28 | 8.75 | 2.60 | 4.12 | 5.58 | NA | NA | … | … | 1.71 | 15.57 | 13.08 | -12.77 | 0.63 | 4.36 | -15.73 | 20.28 | 11.40 | 17.30 | 30.46 | 25.08 | 26.67 |
| Sharpe Ratio | NA | 0.33 | -0.05 | 0.08 | 0.16 | NA | NA | … | … | 0.18 | 0.66 | 0.44 | -0.72 | -0.02 | 0.18 | -0.32 | 1.17 | 0.51 | 1.20 | 1.36 | 1.25 | 1.48 |
| Standard Deviation(%) | NA | 16.68 | 20.58 | 23.80 | 25.98 | NA | NA | … | … | 17.47 | 19.34 | 21.62 | 22.95 | 32.78 | 23.46 | 50.19 | 16.08 | 19.56 | 13.97 | 22.31 | 19.97 | 19.08 |
| Draw Down(%) | NA | 13.52 | 29.71 | 33.50 | 33.50 | NA | NA | … | … | 13.52 | 11.75 | 14.91 | 29.71 | 22.64 | 20.99 | 29.80 | 10.76 | 13.74 | 8.67 | 14.30 | 13.99 | 10.48 |
| Yield(%) | 0.00 | 3.67 | 3.33 | 3.44 | 3.70 | 5.05 | 3.78 | … | … | 1.76 | 3.92 | 4.08 | 3.41 | 3.22 | 3.07 | 2.34 | 2.61 | 2.55 | 2.64 | 2.87 | 2.86 | 2.52 |
Data as of 06/04/2026, Common starting date is 01/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGS (ONE Gas, Inc.) |
-7.19%
Sep 2019 – Sep 2022 |
-4.71%
Nov 2018 – Nov 2023 |
5.99%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGS (ONE Gas, Inc.) |
32.38%
Sep 2014 – Sep 2017 |
26.00%
Sep 2014 – Sep 2019 |
11.21%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart