Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POR (Portland General Electric Company) | 4.58% | 26.13% | 5.03% | 4.55% | 5.53% | 8.52% | 6.91% | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POR (Portland General Electric Company) | 03/31/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | 26.13 | 5.03 | 4.55 | 5.53 | 8.52 | 6.91 | … | … | 4.58 | 15.37 | 5.30 | -7.74 | -4.00 | 28.12 | -20.17 | 25.10 | 3.96 | 7.23 | 22.74 | -0.64 | 29.43 | 14.53 | 12.70 | 21.71 | 11.96 | 10.36 | -26.74 | 5.41 | -7.57 |
| Sharpe Ratio | NA | 1.15 | 0.13 | 0.13 | 0.17 | NA | NA | … | … | 0.59 | 0.63 | 0.09 | -0.51 | -0.23 | 1.44 | -0.40 | 1.66 | 0.14 | 0.49 | 1.21 | -0.03 | 1.91 | 0.88 | 1.06 | 1.05 | 0.67 | 0.36 | -0.73 | 0.12 | -0.65 |
| Standard Deviation(%) | NA | 18.09 | 19.63 | 20.77 | 24.21 | NA | NA | … | … | 19.48 | 19.87 | 17.94 | 22.31 | 24.13 | 19.55 | 51.24 | 14.20 | 17.94 | 13.53 | 18.55 | 20.26 | 15.42 | 16.41 | 11.98 | 20.62 | 17.63 | 28.43 | 38.05 | 18.78 | 20.74 |
| Draw Down(%) | NA | 12.80 | 20.49 | 27.54 | 45.03 | NA | NA | … | … | 12.80 | 10.37 | 10.90 | 22.62 | 24.57 | 10.38 | 45.03 | 5.95 | 14.04 | 8.68 | 9.83 | 17.82 | 8.97 | 14.78 | 10.08 | 17.15 | 12.24 | 26.68 | 41.20 | 15.40 | 19.39 |
| Yield(%) | 0.00 | 5.09 | 4.07 | 3.89 | 4.04 | 5.94 | 4.88 | … | … | 1.08 | 4.80 | 4.47 | 3.85 | 3.40 | 4.11 | 2.89 | 3.41 | 3.18 | 3.11 | 3.52 | 3.08 | 3.77 | 3.91 | 4.30 | 4.82 | 5.08 | 5.19 | 3.58 | 3.42 | 2.23 |
Data as of 06/04/2026, Common starting date is 03/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POR (Portland General Electric Company) |
-12.44%
Apr 2006 – Apr 2009 |
-3.98%
Jan 2020 – Jan 2025 |
3.84%
Jan 2015 – Jan 2025 |
6.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POR (Portland General Electric Company) |
23.75%
Jun 2010 – Jun 2013 |
20.55%
Feb 2010 – Feb 2015 |
16.15%
Jan 2010 – Jan 2020 |
10.40%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart