Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SJW (SJW Group Common Stock) NA -9.58% -2.25% 0.73% 8.08% 6.89% 7.50% … …
Data as of 05/16/2025, Common starting date is 06/01/1972
More Performance Analytics Comparison
Name Start Date End Date
SJW (SJW Group Common Stock) 06/01/1972 05/16/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972
Annualized Return (%) -0.23 -9.58 -2.25 0.73 8.08 6.89 7.50 … … 8.51 -22.57 -17.78 13.40 7.66 -0.43 30.19 -11.20 16.20 92.90 -4.77 10.78 15.06 15.94 -8.04 20.67 -22.41 -11.65 -8.89 73.99 28.21 26.20 18.38 -5.31 -13.85 -13.37 104.68 -2.89 29.07 24.17 17.05 -19.12 12.32 22.41 11.54 -4.59 -7.23 2.17 -13.21 -15.06 76.27 42.17 22.06 12.09 13.04 -1.23 7.24 11.76 -12.26 25.00 12.73 -19.71 -1.44 2.21
Sharpe Ratio NA -0.49 -0.22 0.00 0.23 NA NA … … 0.70 -1.29 -0.96 0.47 0.34 -0.01 1.82 -0.41 0.60 3.03 -0.18 0.47 0.63 0.76 -0.25 0.63 -0.53 -0.20 -0.23 1.89 0.75 1.07 1.08 -0.37 -0.43 -1.10 3.58 -0.27 1.43 1.03 0.86 -1.82 0.74 1.15 0.48 -0.58 -0.86 -0.19 -0.93 -0.88 3.15 2.55 0.79 0.26 0.17 -0.49 0.01 0.34 -0.68 1.32 0.65 -1.13 -0.24 0.08
Standard Deviation(%) NA 26.30 25.03 25.41 29.56 NA NA … … 30.77 22.68 23.16 25.91 22.30 54.87 15.82 30.75 26.26 30.60 26.46 23.03 23.82 21.08 32.18 32.67 42.65 61.48 51.19 37.62 34.74 23.56 16.43 17.33 38.25 15.81 28.35 22.90 17.72 19.92 15.34 12.16 13.84 17.19 16.31 16.95 14.99 12.85 18.40 21.74 22.55 13.81 20.05 17.30 17.40 19.01 18.29 19.70 23.33 16.29 13.41 22.25 26.37 9.36
Draw Down(%) NA 25.23 42.85 42.85 42.85 NA NA … … 11.09 23.15 30.14 21.78 17.40 33.50 9.42 22.07 17.56 13.15 20.16 15.06 12.50 10.85 18.50 18.93 37.10 35.93 33.79 19.26 18.02 19.52 9.69 13.55 32.07 19.08 10.87 30.02 10.65 22.29 15.10 24.40 12.23 10.92 14.11 13.76 13.14 10.08 30.29 23.82 13.45 10.00 12.23 19.59 12.77 21.39 19.10 19.89 22.89 9.42 11.19 32.50 29.03 8.28
Yield(%) 0.79 2.74 2.57 2.60 4.19 3.93 4.87 … … 1.72 2.44 1.85 1.98 1.99 1.84 2.19 1.76 1.89 2.76 3.03 2.59 2.67 2.95 2.62 2.92 2.24 1.91 1.51 2.48 3.04 3.43 3.71 3.10 2.50 2.07 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/16/2025, Common starting date is 06/01/1972
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SJW (SJW Group Common Stock) -16.12%
Jan 2007 – Jan 2010 		-8.47%
Nov 1985 – Nov 1990 		-1.65%
Jun 1986 – Jun 1996 		5.08%
Feb 1986 – Feb 2001
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SJW (SJW Group Common Stock) 49.80%
Nov 1982 – Nov 1985 		31.12%
Dec 1980 – Dec 1985 		19.88%
Jan 1997 – Jan 2007 		16.41%
Dec 1991 – Dec 2006
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return