Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SUG (SOUTHERN UNION CO) | NA | 47.56% | 38.94% | 9.02% | 10.95% | 10.50% | 14.60% | 11.20% |
Data as of 03/26/2012, AR inception is 10/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUG (SOUTHERN UNION CO) | 10/05/1984 | 03/26/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.99 | 47.56 | 38.94 | 9.02 | 10.95 | 10.50 | 14.60 | 11.20 | -2.40 | 77.94 | 7.10 | 79.90 | -54.19 | 6.59 | 20.10 | -1.46 | 36.84 | 17.09 | -8.14 | -25.27 | 45.53 | -17.62 | 60.73 | 13.97 | 21.68 | 53.03 | 2.55 | 79.66 | -3.23 | 13.96 | -0.93 | 66.97 | 9.13 | -14.03 | -44.78 | 14.04 | 1.74 |
| Sharpe Ratio | NA | 1.70 | 1.43 | 0.23 | 0.29 | NA | NA | 0.19 | -0.97 | 2.59 | 0.28 | 2.00 | -0.98 | 0.18 | 0.97 | -0.19 | 1.74 | 0.54 | -0.17 | -0.70 | 0.97 | -0.55 | 1.79 | -1.54 | 0.51 | 1.86 | -0.01 | 2.59 | -0.25 | 0.30 | -0.13 | 1.67 | 0.10 | -0.43 | -1.07 | 0.32 | 0.05 |
| Standard Deviation(%) | NA | 26.63 | 27.19 | 36.17 | 33.52 | NA | NA | 34.89 | 10.36 | 30.08 | 25.19 | 39.94 | 56.00 | 19.56 | 17.45 | 18.98 | 20.59 | 30.32 | 53.58 | 40.11 | 42.57 | 37.57 | 32.04 | 26.72 | 35.18 | 26.44 | 29.14 | 29.81 | 22.02 | 33.41 | 47.76 | 36.76 | 42.72 | 41.57 | 45.40 | 27.34 | 32.89 |
| Draw Down(%) | NA | 12.41 | 22.92 | 66.35 | 66.35 | NA | NA | 66.35 | 6.99 | 12.41 | 22.92 | 18.77 | 60.45 | 20.01 | 10.56 | 15.60 | 11.34 | 29.21 | 46.33 | 33.40 | 29.39 | 26.38 | 28.94 | 13.21 | 20.21 | 12.08 | 25.50 | 17.77 | 13.88 | 22.80 | 39.48 | 9.95 | 34.70 | 43.20 | 50.52 | 14.24 | 17.33 |
| Yield(%) | 0.00 | 1.60 | 3.41 | 1.92 | 1.71 | 0.94 | 1.19 | 0.92 | 0.00 | 2.44 | 2.58 | 4.39 | 2.06 | 1.61 | 1.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 1.37 | 1.85 | 1.69 | 1.95 | 0.50 |
Data as of 03/26/2012, AR inception is 10/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUG (SOUTHERN UNION CO) |
-24.89%
Aug 1985 - Aug 1988 |
-6.35%
Nov 1985 - Nov 1990 |
-2.68%
Dec 1998 - Dec 2008 |
5.04%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUG (SOUTHERN UNION CO) |
52.86%
Jan 2009 - Jan 2012 |
32.64%
Nov 1992 - Nov 1997 |
27.62%
Dec 1988 - Dec 1998 |
18.11%
May 1992 - May 2007 |
Annualized Rolling Returns Comparison Chart