Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOCGP (Southern California Gas Company PFD SER A 6%) | 21.04% | 24.48% | 9.39% | 2.69% | 4.57% | 6.68% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOCGP (Southern California Gas Company PFD SER A 6%) | 08/09/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 24.48 | 9.39 | 2.69 | 4.57 | 6.68 | NA | … | … | 21.04 | -3.83 | 15.83 | 5.53 | -22.28 | -4.67 | 30.57 | 14.04 | 0.00 | 17.03 | -1.53 | -4.86 | 27.92 | -0.62 | 8.45 | 14.68 | 13.37 | 4.99 | 6.97 | -0.98 |
| Sharpe Ratio | NA | 0.95 | 0.22 | 0.00 | 0.10 | NA | NA | … | … | 1.95 | -0.30 | 0.35 | 0.08 | -0.59 | -0.17 | 0.69 | 0.54 | -0.07 | 0.44 | -0.07 | -0.20 | 1.46 | -0.02 | 0.38 | 0.78 | 0.86 | 0.09 | 0.13 | -0.15 |
| Standard Deviation(%) | NA | 24.24 | 27.15 | 30.67 | 30.87 | NA | NA | … | … | 28.85 | 22.22 | 34.38 | 23.09 | 40.49 | 27.29 | 43.68 | 23.10 | 18.92 | 37.04 | 25.49 | 23.89 | 19.05 | 31.92 | 22.27 | 18.71 | 15.41 | 54.23 | 45.18 | 32.55 |
| Draw Down(%) | NA | 8.06 | 16.08 | 29.98 | 29.98 | NA | NA | … | … | 5.73 | 9.58 | 14.73 | 15.84 | 24.07 | 14.70 | 21.83 | 7.24 | 9.67 | 18.10 | 23.72 | 17.80 | 7.16 | 16.69 | 9.29 | 8.83 | 4.22 | 20.94 | 27.27 | 13.59 |
| Yield(%) | 0.00 | 5.93 | 5.56 | 4.38 | 4.69 | 6.02 | 5.74 | … | … | 1.51 | 5.93 | 5.98 | 5.97 | 4.57 | 4.05 | 4.94 | 5.42 | 5.13 | 5.73 | 5.31 | 4.92 | 5.93 | 5.51 | 5.66 | 6.12 | 6.52 | 6.38 | 6.38 | 3.06 |
Data as of 06/03/2026, Common starting date is 08/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOCGP (Southern California Gas Company PFD SER A 6%) |
-9.01%
Oct 2020 – Oct 2023 |
-2.73%
Dec 2020 – Dec 2025 |
3.06%
Apr 2015 – Apr 2025 |
5.40%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOCGP (Southern California Gas Company PFD SER A 6%) |
19.49%
Jan 2009 – Jan 2012 |
13.11%
Jun 2009 – Jun 2014 |
10.05%
Feb 2009 – Feb 2019 |
7.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart