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 Strategic Asset Allocation - Equal Weight Moderate | NA | 17.05% | 7.44% | 7.16% | 5.14% | 7.20% | 6.59% | 6.53% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.10 | 17.05 | 7.44 | 7.16 | 5.14 | 7.20 | 6.59 | 6.53 | 2.36 | 22.70 | -8.36 | 9.64 | 14.15 | 14.65 | -4.29 | 10.05 | 1.99 | 2.02 | -0.44 | 13.75 | 11.38 | -1.12 | 9.93 | 27.01 | -20.28 | 10.21 | 15.12 | 7.83 | 11.50 | 20.53 | -4.65 | 2.55 |
| Sharpe Ratio | NA | 2.05 | 0.62 | 0.68 | 0.50 | NA | NA | 0.54 | 0.31 | 2.39 | -0.68 | 1.19 | 0.77 | 1.94 | -0.47 | 1.86 | 0.19 | 0.22 | -0.06 | 2.06 | 1.57 | -0.09 | 0.88 | 1.67 | -1.12 | 0.77 | 1.58 | 0.98 | 1.32 | 2.58 | -0.60 | 0.03 |
| Standard Deviation(%) | NA | 7.55 | 10.43 | 11.84 | 10.46 | NA | NA | 10.52 | 6.79 | 7.71 | 14.33 | 8.11 | 18.09 | 6.83 | 11.95 | 5.06 | 9.32 | 9.14 | 7.32 | 6.65 | 7.20 | 12.13 | 11.14 | 16.15 | 18.88 | 9.36 | 7.48 | 5.80 | 8.00 | 7.70 | 9.65 | 8.58 |
| Draw Down(%) | NA | 4.56 | 18.07 | 24.25 | 24.25 | NA | NA | 32.00 | 1.26 | 4.56 | 16.40 | 4.39 | 24.25 | 3.82 | 11.78 | 4.23 | 8.56 | 8.95 | 6.54 | 4.68 | 5.57 | 12.97 | 8.99 | 15.07 | 31.35 | 6.81 | 8.09 | 4.12 | 6.27 | 7.40 | 15.52 | 11.52 |
| Yield(%) | NA | 14.36 | 9.29 | 7.06 | 6.06 | NA | NA | 4.76 | 0.87 | 14.74 | 6.90 | 5.59 | 5.52 | 2.01 | 13.94 | 0.73 | 3.18 | 4.30 | 3.56 | 4.35 | 2.88 | 3.78 | 2.48 | 2.38 | 3.51 | 5.79 | 4.57 | 4.12 | 3.38 | 2.95 | 2.75 | 5.24 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.08%
Feb 2006 - Feb 2009 |
0.78%
Mar 2015 - Mar 2020 |
3.65%
Mar 2010 - Mar 2020 |
4.16%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
17.57%
Feb 2009 - Feb 2012 |
14.45%
Feb 2009 - Feb 2014 |
9.14%
Mar 2003 - Mar 2013 |
7.96%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart