Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CNIG (Corning Natural Gas Holding Corp) NA 6.24% 10.80% 7.50% 9.47% NA NA
Data as of 08/01/2022, Common starting date is 01/12/2012
More Performance Analytics Comparison
Name Start Date End Date
CNIG (Corning Natural Gas Holding Corp) 01/12/2012 08/01/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 6.24 10.80 7.50 9.47 NA NA 2.74 -2.20 -19.84 12.10 -2.12 5.65 19.14 -18.85 17.23 23.96 -7.29
Sharpe Ratio NA 0.55 0.27 0.19 0.24 NA NA 1.30 -0.04 -0.46 0.25 -0.13 0.12 0.47 -0.61 0.44 0.67 -0.29
Standard Deviation(%) NA 9.51 38.30 35.58 37.10 NA NA 3.22 72.77 43.14 42.62 27.48 42.40 39.76 31.17 39.20 35.54 26.59
Draw Down(%) NA 6.69 37.33 38.23 38.23 NA NA 1.07 38.22 34.09 20.93 12.07 17.56 18.43 26.01 15.97 15.99 18.67
Yield(%) 0.00 1.90 2.55 2.77 3.40 2.26 1.70 1.25 1.96 2.99 3.92 2.87 2.97 3.82 2.90 3.09 3.27 2.82
Data as of 08/01/2022, Common starting date is 01/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNIG (Corning Natural Gas Holding Corp) -5.28%
Nov 2017 – Nov 2020
1.87%
Mar 2015 – Mar 2020
8.14%
Feb 2012 – Feb 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNIG (Corning Natural Gas Holding Corp) 22.81%
Feb 2016 – Feb 2019
16.43%
Feb 2016 – Feb 2021
9.75%
Jun 2012 – Jun 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return