Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNLHN (The Connecticut Light and Power Company) | NA | 3.11% | -1.54% | -3.43% | 1.41% | 4.01% | 4.87% | … | … |
Data as of 11/07/2025, Common starting date is 07/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNLHN (The Connecticut Light and Power Company) | 07/17/2001 | 11/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.11 | -1.54 | -3.43 | 1.41 | 4.01 | 4.87 | … | … | 8.56 | 2.51 | -5.88 | -19.71 | 0.43 | 7.46 | 6.45 | 2.76 | 3.19 | 11.89 | 3.90 | -0.02 | 12.72 | 17.90 | 17.36 | 16.21 | 6.03 | 11.02 | -5.51 | 6.98 | -1.43 | 24.53 | 17.69 | 8.33 | 6.05 |
| Sharpe Ratio | NA | 0.00 | -0.21 | -0.23 | -0.01 | NA | NA | … | … | 0.22 | -0.07 | -0.46 | -0.75 | 0.02 | 0.40 | 0.36 | 0.13 | 0.15 | 0.56 | 0.22 | 0.00 | 1.10 | 1.31 | 0.44 | 0.50 | 0.15 | 0.20 | -0.18 | 0.12 | -0.11 | 0.44 | 0.17 | 0.06 | 0.11 |
| Standard Deviation(%) | NA | 30.84 | 23.75 | 23.76 | 19.83 | NA | NA | … | … | 32.29 | 15.48 | 21.01 | 27.25 | 17.37 | 17.93 | 13.69 | 10.28 | 16.67 | 21.00 | 17.72 | 9.51 | 11.53 | 13.76 | 38.98 | 32.39 | 40.77 | 49.99 | 47.97 | 29.18 | 33.45 | 51.24 | 104.47 | 120.40 | 138.06 |
| Draw Down(%) | NA | 19.40 | 24.54 | 39.16 | 39.16 | NA | NA | … | … | 19.40 | 9.40 | 22.86 | 22.17 | 9.63 | 9.31 | 8.12 | 5.35 | 9.66 | 9.33 | 7.34 | 4.33 | 6.56 | 5.61 | 19.88 | 10.15 | 21.26 | 35.18 | 15.97 | 7.35 | 14.30 | 20.44 | 17.46 | 14.44 | 19.15 |
| Yield(%) | 0.00 | 2.96 | 4.07 | 3.59 | 4.11 | 5.33 | 5.62 | … | … | 3.11 | 4.57 | 5.44 | 4.23 | 4.01 | 4.15 | 4.23 | 4.17 | 4.13 | 4.39 | 4.36 | 4.22 | 4.55 | 5.12 | 5.69 | 6.22 | 7.84 | 6.47 | 5.64 | 5.81 | 5.39 | 4.65 | 0.00 | 0.00 | 0.00 |
Data as of 11/07/2025, Common starting date is 07/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLHN (The Connecticut Light and Power Company) |
-10.51%
Nov 2020 – Nov 2023 |
-5.01%
Feb 2020 – Feb 2025 |
-0.14%
Feb 2015 – Feb 2025 |
4.06%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLHN (The Connecticut Light and Power Company) |
25.32%
Jan 2009 – Jan 2012 |
19.54%
Jan 2009 – Jan 2014 |
12.51%
Sep 2002 – Sep 2012 |
10.35%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart