Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRE (Sempra) | 3.04% | 21.80% | 11.07% | 9.17% | 8.53% | 11.98% | 10.79% | … | … |
Data as of 06/04/2026, Common starting date is 06/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRE (Sempra) | 06/29/1998 | 06/04/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 21.80 | 11.07 | 9.17 | 8.53 | 11.98 | 10.79 | … | … | 3.04 | 3.94 | 21.11 | -0.06 | 20.31 | 7.39 | -12.78 | 44.01 | 4.49 | 9.43 | 10.16 | -13.16 | 27.29 | 30.39 | 33.83 | 8.77 | -3.35 | 35.60 | -29.17 | 12.73 | 34.89 | 25.62 | 25.57 | 31.78 | 0.62 | 9.90 | 40.70 | -31.53 | -11.16 |
| Sharpe Ratio | NA | 0.77 | 0.32 | 0.28 | 0.28 | NA | NA | … | … | 0.08 | 0.03 | 0.94 | -0.19 | 0.80 | 0.37 | -0.27 | 2.91 | 0.14 | 0.66 | 0.49 | -0.69 | 1.82 | 1.97 | 2.48 | 0.43 | -0.19 | 1.34 | -0.66 | 0.42 | 1.92 | 1.28 | 1.35 | 1.31 | -0.01 | 0.21 | 1.12 | -1.43 | -0.94 |
| Standard Deviation(%) | NA | 19.62 | 24.00 | 23.14 | 25.11 | NA | NA | … | … | 20.75 | 31.80 | 18.55 | 19.50 | 23.82 | 19.88 | 47.72 | 14.63 | 22.97 | 13.38 | 20.24 | 19.25 | 15.01 | 15.37 | 13.76 | 20.43 | 18.41 | 26.45 | 45.72 | 22.71 | 16.51 | 18.31 | 18.23 | 23.69 | 36.84 | 35.45 | 32.67 | 24.48 | 25.50 |
| Draw Down(%) | NA | 10.65 | 31.62 | 31.62 | 45.00 | NA | NA | … | … | 10.65 | 26.63 | 12.95 | 17.44 | 19.89 | 15.54 | 45.00 | 6.41 | 10.56 | 12.53 | 16.69 | 20.67 | 7.23 | 7.38 | 8.92 | 17.11 | 19.87 | 21.08 | 39.74 | 20.82 | 10.43 | 12.74 | 12.23 | 13.92 | 37.84 | 21.77 | 14.54 | 33.41 | 15.75 |
| Yield(%) | 0.00 | 3.39 | 1.86 | 2.52 | 3.25 | 6.05 | 6.39 | … | … | 0.73 | 2.96 | 3.27 | 2.32 | 3.47 | 3.55 | 2.80 | 3.63 | 3.40 | 3.26 | 3.26 | 2.50 | 2.99 | 3.49 | 4.38 | 3.66 | 2.79 | 3.57 | 2.23 | 2.18 | 7.96 | 3.20 | 3.31 | 4.10 | 4.04 | 4.44 | 5.78 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRE (Sempra) |
-6.58%
May 2007 – May 2010 |
2.43%
Nov 2006 – Nov 2011 |
6.00%
Mar 2015 – Mar 2025 |
8.64%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRE (Sempra) |
38.15%
Sep 2002 – Sep 2005 |
29.15%
Sep 2002 – Sep 2007 |
16.92%
Feb 2003 – Feb 2013 |
17.42%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart