Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WMB (The Williams Companies, Inc.) | 8.70% | 43.40% | 25.81% | 32.00% | 7.13% | 16.14% | 12.11% | 9.50% |
Data as of 07/25/2025, AR inception is 12/31/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMB (The Williams Companies, Inc.) | 12/31/1981 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 43.40 | 25.81 | 32.00 | 7.13 | 16.14 | 12.11 | 9.50 | 8.70 | 62.35 | 11.88 | 32.75 | 38.36 | -8.20 | 14.18 | -23.88 | 2.02 | 31.18 | -39.14 | 21.35 | 22.78 | 55.12 | 37.17 | 20.07 | 49.81 | -58.82 | 38.74 | 14.41 | 43.97 | 66.88 | 265.94 | -88.94 | -34.75 | 32.55 | -2.00 | 9.43 | 52.00 | 28.21 | 74.63 | 3.08 | 24.20 | 2.28 | 48.31 | -33.01 | 26.64 | 30.48 | 0.54 | -21.85 | 0.00 | 7.69 | 62.50 | -37.90 | 0.00 |
| Sharpe Ratio | NA | 1.46 | 0.95 | 1.15 | 0.13 | NA | NA | 0.14 | 0.42 | 3.00 | 0.44 | 1.09 | 1.69 | -0.13 | 0.62 | -1.02 | 0.06 | 0.37 | -0.78 | 0.73 | 1.10 | 1.83 | 0.96 | 0.60 | 0.96 | -0.81 | 1.39 | 0.41 | 1.26 | 2.15 | 3.99 | -0.49 | -0.86 | 0.58 | -0.13 | 0.16 | 1.87 | 1.08 | 3.27 | 0.00 | 0.74 | -0.01 | 1.72 | -1.18 | 0.81 | 0.84 | -0.08 | -0.69 | -0.18 | 0.02 | 1.73 | -0.99 | NA |
| Standard Deviation(%) | NA | 27.51 | 23.57 | 25.46 | 41.09 | NA | NA | 46.77 | 31.26 | 19.55 | 19.05 | 28.88 | 22.72 | 64.95 | 20.59 | 24.73 | 21.95 | 82.78 | 50.17 | 29.19 | 20.73 | 30.47 | 38.75 | 33.03 | 51.57 | 73.19 | 25.80 | 26.79 | 33.03 | 30.67 | 66.41 | 182.43 | 44.01 | 49.13 | 42.74 | 37.92 | 25.74 | 22.57 | 21.58 | 33.29 | 29.57 | 27.64 | 25.67 | 32.60 | 25.54 | 30.27 | 44.04 | 38.07 | 30.95 | 27.49 | 32.35 | 45.90 | 0.00 |
| Draw Down(%) | NA | 12.18 | 19.15 | 23.03 | 78.89 | NA | NA | 98.22 | 11.80 | 12.18 | 12.83 | 23.03 | 14.12 | 60.54 | 23.01 | 34.77 | 14.69 | 57.61 | 63.25 | 28.05 | 16.68 | 19.60 | 28.57 | 27.41 | 39.73 | 69.79 | 13.08 | 22.41 | 21.38 | 22.57 | 36.27 | 96.48 | 51.00 | 33.94 | 47.18 | 37.52 | 14.89 | 13.88 | 5.24 | 26.62 | 22.77 | 30.25 | 10.39 | 43.08 | 18.54 | 18.15 | 45.36 | 40.34 | 15.21 | 23.97 | 16.60 | 55.32 | 0.00 |
| Yield(%) | 0.00 | 4.66 | 5.52 | 9.38 | 3.21 | 9.60 | 7.33 | 18.10 | 1.79 | 5.35 | 5.57 | 6.42 | 8.16 | 6.81 | 6.78 | 4.37 | 3.81 | 6.40 | 5.42 | 5.11 | 4.22 | 4.46 | 3.13 | 2.24 | 2.89 | 1.20 | 1.52 | 1.44 | 1.61 | 0.81 | 1.41 | 2.39 | 1.92 | 1.93 | 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 07/25/2025, AR inception is 12/31/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMB (The Williams Companies, Inc.) |
-62.19%
Oct 1999 - Oct 2002 |
-39.72%
Oct 1997 - Oct 2002 |
-10.82%
Oct 1992 - Oct 2002 |
-5.67%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMB (The Williams Companies, Inc.) |
129.99%
Oct 2002 - Oct 2005 |
82.90%
Oct 2002 - Oct 2007 |
42.10%
Oct 2002 - Oct 2012 |
26.89%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart