Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATG (AGL Resources) | NA | 31.44% | 38.91% | 1.91% | -17.28% | -6.30% | -1.92% | … | … |
Data as of 03/24/2015, Common starting date is 09/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATG (AGL Resources) | 09/07/1984 | 03/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.43 | 31.44 | 38.91 | 1.91 | -17.28 | -6.30 | -1.92 | … | … | 15.50 | 17.59 | 194.12 | -6.42 | -63.41 | 8.15 | 6.86 | -12.41 | 0.82 | 16.47 | 8.64 | 18.82 | 25.08 | 10.81 | 9.43 | 40.02 | -16.98 | 26.58 | 9.32 | 21.02 | 46.22 | -10.99 | 17.72 | 19.16 | 39.64 | 18.72 | 46.95 | 26.40 | -5.97 | 22.75 | 28.78 | 24.92 |
| Sharpe Ratio | NA | 1.11 | 0.84 | 0.04 | 0.41 | NA | NA | … | … | 2.71 | 0.58 | 5.31 | -0.09 | -1.08 | 0.23 | 4.02 | -0.37 | -0.12 | 0.99 | 0.38 | 1.30 | 1.69 | 0.33 | 0.30 | 1.33 | -0.78 | 1.18 | -2.32 | 0.76 | 2.82 | -0.99 | 1.13 | 1.07 | 2.15 | 0.68 | 2.28 | 1.20 | -0.41 | 0.97 | 1.28 | 4.28 |
| Standard Deviation(%) | NA | 28.42 | 44.79 | 47.66 | 23.46 | NA | NA | … | … | 33.65 | 30.50 | 36.57 | 68.88 | 58.52 | 35.49 | 23.65 | 35.82 | 19.09 | 13.43 | 16.97 | 13.74 | 14.41 | 29.68 | 23.84 | 27.14 | 26.04 | 19.78 | 19.75 | 22.85 | 15.05 | 14.15 | 13.77 | 15.55 | 16.62 | 19.74 | 18.09 | 18.08 | 24.49 | 19.10 | 18.43 | 22.68 |
| Draw Down(%) | NA | 22.88 | 46.79 | 77.61 | 97.77 | NA | NA | … | … | 5.78 | 22.88 | 17.47 | 58.71 | 69.78 | 34.55 | 3.79 | 31.94 | 17.00 | 10.29 | 15.95 | 8.59 | 11.99 | 25.10 | 20.95 | 12.91 | 24.40 | 14.58 | 11.08 | 10.24 | 5.66 | 13.61 | 13.53 | 13.52 | 6.35 | 11.39 | 8.09 | 9.54 | 21.09 | 12.28 | 15.22 | 9.36 |
| Yield(%) | 0.00 | 7.25 | 4.93 | 2.32 | 1.80 | 4.50 | 3.18 | … | … | 0.00 | 7.49 | 0.00 | 0.00 | 5.50 | 2.15 | 0.00 | 4.50 | 4.13 | 4.15 | 3.98 | 3.97 | 4.50 | 4.76 | 4.95 | 6.55 | 5.04 | 6.04 | 6.22 | 6.94 | 3.46 | 3.83 | 4.16 | 4.50 | 5.65 | 6.07 | 7.32 | 2.07 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/24/2015, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATG (AGL Resources) |
-66.89%
Nov 2008 – Nov 2011 |
-51.95%
May 2007 – May 2012 |
-25.04%
Nov 2002 – Nov 2012 |
-14.05%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATG (AGL Resources) |
50.99%
Nov 2011 – Nov 2014 |
29.69%
Dec 1987 – Dec 1992 |
22.24%
Dec 1988 – Dec 1998 |
19.15%
Nov 1984 – Nov 1999 |
Annualized Rolling Returns Comparison Chart