Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWN (Southwestern Energy Company) | NA | 16.18% | 8.67% | 29.80% | -14.72% | -11.26% | 1.53% | … | … |
Data as of 09/30/2024, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWN (Southwestern Energy Company) | 03/17/1980 | 09/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.34 | 16.18 | 8.67 | 29.80 | -14.72 | -11.26 | 1.53 | … | … | 8.55 | 11.97 | 25.54 | 56.38 | 23.14 | -29.03 | -38.89 | -48.43 | 52.18 | -73.95 | -30.61 | 17.72 | 4.60 | -14.67 | -22.34 | 66.38 | 3.98 | 58.97 | -2.48 | 183.61 | 112.09 | 108.73 | 10.10 | 0.24 | 60.76 | -12.50 | -41.75 | -14.88 | 18.63 | -14.29 | -17.36 | 38.91 | 23.41 | 0.80 | -3.10 | 79.17 | 1.41 | 0.71 | -16.57 | 5.63 | -2.44 | 56.19 | -23.91 | -17.37 | 21.01 |
| Sharpe Ratio | NA | 0.22 | 0.12 | 0.47 | -0.26 | NA | NA | … | … | 0.29 | 0.22 | 0.38 | 0.88 | 0.28 | -0.48 | -0.75 | -1.03 | 0.63 | -1.32 | -1.05 | 0.75 | 0.13 | -0.39 | -0.65 | 1.30 | 0.03 | 1.59 | -0.12 | 3.63 | 3.03 | 3.53 | 0.21 | -0.05 | 0.97 | -0.26 | -0.84 | -0.64 | 0.46 | -0.56 | -0.64 | 1.26 | 0.96 | -0.13 | -0.49 | 2.97 | -0.16 | -0.11 | -0.74 | 0.01 | -0.32 | 1.14 | -0.74 | -0.99 | 0.57 |
| Standard Deviation(%) | NA | 29.66 | 48.30 | 59.78 | 60.44 | NA | NA | … | … | 27.33 | 38.86 | 63.10 | 64.32 | 81.94 | 63.01 | 53.53 | 47.59 | 82.85 | 56.00 | 29.10 | 23.73 | 35.77 | 38.04 | 34.34 | 50.84 | 101.93 | 35.33 | 49.92 | 49.95 | 36.69 | 30.61 | 42.67 | 48.26 | 58.54 | 60.20 | 53.66 | 28.76 | 32.45 | 32.68 | 32.01 | 29.02 | 21.70 | 24.06 | 17.40 | 24.63 | 22.31 | 30.95 | 28.29 | 26.12 | 29.94 | 43.72 | 42.79 | 28.05 | 33.50 |
| Draw Down(%) | NA | 22.58 | 52.18 | 52.18 | 96.55 | NA | NA | … | … | 22.58 | 23.29 | 41.80 | 30.96 | 47.93 | 67.22 | 45.01 | 53.33 | 39.83 | 82.39 | 44.33 | 11.90 | 27.47 | 34.82 | 39.13 | 22.97 | 57.26 | 28.28 | 42.88 | 23.94 | 20.86 | 10.88 | 34.83 | 39.56 | 40.61 | 48.57 | 55.83 | 27.38 | 17.14 | 21.67 | 23.49 | 26.01 | 15.67 | 16.89 | 15.92 | 10.71 | 26.40 | 41.51 | 21.18 | 32.46 | 27.27 | 23.13 | 44.93 | 42.51 | 25.36 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 1.81 | 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 09/30/2024, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWN (Southwestern Energy Company) |
-51.57%
Aug 2016 – Aug 2019 |
-47.91%
Aug 2014 – Aug 2019 |
-28.82%
Feb 2010 – Feb 2020 |
-13.81%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWN (Southwestern Energy Company) |
144.82%
Jan 2003 – Jan 2006 |
91.02%
Apr 2003 – Apr 2008 |
50.79%
Jan 2000 – Jan 2010 |
31.45%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart