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 - Optimal Moderate | NA | 30.40% | 13.49% | 12.25% | 9.35% | 9.13% | 8.03% | 8.17% |
Data as of 11/29/2024, 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 - Optimal Moderate | 12/31/2000 | 02/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.01 | 30.40 | 13.49 | 12.25 | 9.35 | 9.13 | 8.03 | 8.17 | NA | 21.83 | 21.80 | -4.64 | 8.81 | 14.33 | 14.77 | -1.81 | 13.98 | 4.06 | 0.89 | 1.01 | 17.62 | 10.69 | 1.00 | 11.71 | 25.35 | -25.92 | 9.05 | 14.80 | 8.63 | 11.85 | 23.10 | -7.12 | 3.55 |
| Sharpe Ratio | NA | 1.38 | 1.15 | 0.90 | 0.70 | NA | NA | 0.57 | 0.23 | 1.96 | 2.32 | -0.46 | 1.05 | 0.70 | 1.76 | -0.32 | 2.84 | 0.41 | 0.09 | 0.14 | 2.47 | 1.20 | 0.06 | 0.96 | 1.46 | -1.17 | 0.57 | 1.59 | 1.07 | 1.44 | 2.41 | -0.68 | 0.12 |
| Standard Deviation(%) | NA | 7.80 | 9.59 | 12.25 | 10.53 | NA | NA | 11.37 | 7.93 | 7.78 | 7.58 | 13.15 | 8.37 | 20.07 | 7.61 | 9.70 | 4.70 | 9.33 | 9.15 | 7.33 | 7.12 | 8.84 | 15.34 | 12.15 | 17.34 | 22.94 | 10.56 | 7.26 | 6.01 | 7.56 | 9.32 | 12.18 | 10.77 |
| Draw Down(%) | NA | 4.49 | 11.04 | 22.59 | 26.46 | NA | NA | 37.67 | 2.05 | 4.48 | 4.56 | 14.02 | 4.74 | 26.46 | 3.97 | 11.80 | 1.66 | 9.14 | 8.44 | 6.05 | 4.25 | 7.15 | 13.70 | 9.14 | 15.42 | 35.16 | 7.92 | 7.97 | 4.16 | 5.15 | 8.74 | 18.99 | 14.66 |
| Yield(%) | NA | 15.35 | 11.59 | 8.70 | 7.28 | NA | NA | 5.09 | NA | 4.40 | 14.83 | 8.38 | 6.59 | 6.75 | 1.50 | 12.68 | 7.54 | 2.72 | 3.04 | 4.11 | 5.37 | 2.50 | 4.01 | 1.86 | 1.36 | 1.76 | 6.48 | 5.67 | 3.16 | 3.25 | 2.47 | 2.11 | 4.46 |
Data as of 11/29/2024, 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 - Optimal Moderate |
-6.95%
Feb 2006 - Feb 2009 |
-0.30%
Feb 2004 - Feb 2009 |
4.57%
May 2007 - May 2017 |
4.69%
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 - Optimal Moderate |
18.75%
Feb 2009 - Feb 2012 |
15.71%
Feb 2009 - Feb 2014 |
10.07%
Feb 2009 - Feb 2019 |
10.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart