Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 11.57% | 7.44% | 7.63% | 5.28% | 6.94% | 7.35% | 7.91% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 11.57 | 7.44 | 7.63 | 5.28 | 6.94 | 7.35 | 7.91 | 1.75 | 23.05 | -6.66 | 6.75 | 21.09 | 9.72 | -2.34 | 9.80 | 3.45 | -1.37 | 0.15 | 17.09 | 7.61 | 3.96 | 7.00 | 17.65 | -1.94 | 11.41 | 16.34 | 5.22 | 8.60 | 20.41 | 5.82 | 7.65 |
| Sharpe Ratio | NA | 2.07 | 0.65 | 1.04 | 0.73 | NA | NA | 0.94 | 0.22 | 2.52 | -0.70 | 0.79 | 2.76 | 1.80 | -0.47 | 1.63 | 0.73 | -0.25 | 0.02 | 2.28 | 1.06 | 0.49 | 0.62 | 1.92 | -0.68 | 0.81 | 1.56 | 0.49 | 0.93 | 3.37 | 1.40 | 1.19 |
| Standard Deviation(%) | NA | 7.37 | 9.23 | 8.25 | 7.23 | NA | NA | 7.43 | 6.77 | 7.46 | 11.48 | 8.53 | 7.55 | 4.62 | 7.74 | 5.64 | 4.46 | 5.55 | 6.58 | 7.49 | 7.10 | 7.98 | 11.08 | 9.13 | 4.20 | 10.41 | 8.38 | 6.19 | 8.23 | 5.85 | 3.38 | 4.51 |
| Draw Down(%) | NA | 4.17 | 18.01 | 18.01 | 18.01 | NA | NA | 18.01 | 1.35 | 4.17 | 16.04 | 4.99 | 7.10 | 3.47 | 9.11 | 4.71 | 3.97 | 5.91 | 6.58 | 4.70 | 6.34 | 4.93 | 9.68 | 4.59 | 6.16 | 7.62 | 9.78 | 5.44 | 6.84 | 2.64 | 2.04 | 2.99 |
| Yield(%) | NA | 14.72 | 9.69 | 7.70 | 5.32 | NA | NA | 4.54 | 0.89 | 15.12 | 7.56 | 5.66 | 7.12 | 2.53 | 4.22 | 0.39 | 4.04 | 2.27 | 3.99 | 2.46 | 3.45 | 3.13 | 2.71 | 4.06 | 3.49 | 4.08 | 6.01 | 3.79 | 3.46 | 3.81 | 3.79 | 6.44 |
Data as of 10/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST Tactical Asset Allocation Moderate |
0.72%
Dec 2013 - Dec 2016 |
1.84%
Dec 2013 - Dec 2018 |
5.10%
Jun 2012 - Jun 2022 |
5.51%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST Tactical Asset Allocation Moderate |
14.09%
Oct 2004 - Oct 2007 |
13.31%
Oct 2002 - Oct 2007 |
10.18%
Apr 2001 - Apr 2011 |
8.61%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart