Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APTL (Alaska Power & Telephone Company) | 49.98% | 58.72% | 8.10% | 8.41% | 17.72% | 14.09% | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APTL (Alaska Power & Telephone Company) | 05/27/2008 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.41 | 58.72 | 8.10 | 8.41 | 17.72 | 14.09 | NA | … | … | 49.98 | 7.55 | -13.52 | -16.86 | 9.44 | 25.71 | 0.46 | 8.16 | 31.21 | 89.81 | 1.17 | 15.93 | -5.01 | 42.48 | 10.08 | -2.30 | -0.57 | -21.17 | -6.13 |
| Sharpe Ratio | NA | 2.44 | 0.25 | 0.11 | 0.38 | NA | NA | … | … | 5.68 | 0.22 | -1.66 | -0.94 | 0.07 | 0.96 | 0.01 | 0.36 | 1.20 | 2.62 | 0.03 | 0.48 | -0.22 | 1.52 | 0.64 | -0.14 | -0.10 | -1.24 | -0.53 |
| Standard Deviation(%) | NA | 25.46 | 19.09 | 52.86 | 42.02 | NA | NA | … | … | 27.30 | 21.62 | 10.33 | 22.08 | 109.79 | 26.93 | 36.36 | 18.35 | 24.96 | 34.16 | 29.04 | 33.22 | 22.70 | 27.94 | 15.86 | 16.56 | 6.73 | 17.13 | 20.34 |
| Draw Down(%) | NA | 8.58 | 23.83 | 67.48 | 67.48 | NA | NA | … | … | 5.56 | 11.67 | 17.78 | 25.46 | 57.14 | 11.45 | 31.19 | 15.33 | 13.62 | 9.35 | 17.96 | 10.64 | 21.75 | 15.49 | 9.50 | 16.00 | 4.71 | 25.00 | 10.91 |
| Yield(%) | 0.00 | 3.00 | 2.30 | 2.95 | 7.92 | 7.58 | 4.27 | … | … | 0.69 | 2.99 | 2.07 | 2.82 | 3.13 | 3.44 | 3.00 | 3.15 | 3.88 | 5.75 | 3.56 | 3.08 | 1.67 | 2.17 | 1.76 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTL (Alaska Power & Telephone Company) |
-12.80%
Jul 2022 – Jul 2025 |
-2.89%
Nov 2019 – Nov 2024 |
11.37%
Jul 2008 – Jul 2018 |
9.35%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTL (Alaska Power & Telephone Company) |
49.81%
Aug 2015 – Aug 2018 |
29.85%
Oct 2014 – Oct 2019 |
22.28%
Jul 2012 – Jul 2022 |
13.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart