Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGEE (MGE Energy, Inc.) | -1.00% | -11.92% | 2.19% | 2.21% | 5.60% | 12.94% | 12.28% | … | … |
Data as of 06/11/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGEE (MGE Energy, Inc.) | 03/17/1980 | 06/11/2026 |
| 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 | 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 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.85 | -11.92 | 2.19 | 2.21 | 5.60 | 12.94 | 12.28 | … | … | -1.00 | -14.74 | 32.80 | 5.11 | -12.56 | 19.91 | -9.29 | 34.04 | -2.89 | -1.47 | 43.87 | 4.65 | 82.81 | 16.67 | 12.57 | 13.41 | 24.55 | 13.25 | -2.97 | 1.03 | 12.48 | -2.20 | 19.55 | 22.79 | 6.32 | 23.45 | 20.20 | -11.54 | -1.09 | 13.58 | -13.21 | 7.69 | -3.70 | 3.85 | 5.98 | 37.31 | -5.63 | 14.52 | -5.34 | -5.76 | 25.79 | 22.78 | 9.76 | 8.61 | 30.17 | 5.45 | 13.40 |
| Sharpe Ratio | NA | -0.72 | 0.01 | -0.01 | 0.16 | NA | NA | … | … | -0.33 | -0.87 | 1.03 | 0.07 | -0.61 | 0.97 | -0.17 | 1.63 | -0.21 | -0.11 | 2.06 | 0.21 | 1.89 | 0.93 | 0.80 | 0.58 | 1.37 | 0.60 | -0.11 | -0.09 | 0.37 | -0.16 | 0.89 | 0.77 | 0.14 | 0.46 | 0.47 | -0.37 | -0.20 | 0.37 | -0.65 | 0.19 | -0.33 | 0.07 | 0.13 | 1.80 | -0.56 | 0.44 | -0.66 | -0.51 | 1.10 | 1.08 | 0.21 | 0.17 | 1.43 | -0.31 | 0.44 |
| Standard Deviation(%) | NA | 20.73 | 23.88 | 23.08 | 27.24 | NA | NA | … | … | 24.00 | 20.42 | 28.30 | 21.54 | 22.92 | 20.42 | 55.40 | 19.99 | 20.86 | 20.22 | 21.17 | 21.88 | 43.76 | 17.92 | 15.75 | 23.05 | 17.86 | 21.86 | 35.37 | 24.91 | 24.61 | 28.04 | 20.83 | 28.57 | 37.30 | 46.03 | 34.10 | 39.94 | 22.47 | 27.00 | 25.70 | 19.24 | 20.64 | 22.45 | 27.17 | 18.47 | 19.66 | 19.70 | 15.41 | 19.59 | 19.32 | 15.98 | 12.88 | 13.67 | 15.49 | 16.20 | 20.35 |
| Draw Down(%) | NA | 19.06 | 30.88 | 30.88 | 33.91 | NA | NA | … | … | 12.08 | 15.76 | 14.69 | 19.09 | 27.23 | 11.08 | 33.91 | 8.61 | 16.30 | 9.03 | 8.76 | 21.46 | 8.96 | 15.86 | 11.41 | 10.08 | 10.89 | 15.38 | 15.40 | 19.50 | 15.09 | 14.64 | 10.72 | 16.31 | 15.14 | 16.94 | 14.50 | 25.81 | 11.17 | 10.34 | 27.27 | 7.58 | 9.49 | 10.88 | 12.32 | 5.15 | 11.27 | 10.81 | 8.40 | 18.64 | 16.26 | 15.00 | 12.79 | 11.67 | 12.70 | 14.29 | 24.00 |
| Yield(%) | 0.00 | 2.13 | 2.35 | 2.24 | 2.79 | 5.23 | 6.41 | … | … | 1.21 | 1.99 | 2.41 | 2.36 | 1.97 | 2.24 | 1.85 | 2.37 | 2.12 | 1.97 | 2.66 | 2.53 | 2.93 | 3.05 | 3.35 | 3.51 | 4.12 | 4.45 | 4.16 | 3.88 | 4.03 | 3.84 | 4.28 | 4.84 | 5.09 | 6.14 | 6.66 | 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 | 0.00 |
Data as of 06/11/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGEE (MGE Energy, Inc.) |
-9.61%
Feb 1996 – Feb 1999 |
-3.89%
Feb 1995 – Feb 2000 |
1.50%
Oct 1986 – Oct 1996 |
2.68%
Aug 1986 – Aug 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGEE (MGE Energy, Inc.) |
40.14%
Dec 2013 – Dec 2016 |
30.44%
Mar 2012 – Mar 2017 |
21.65%
Jan 2010 – Jan 2020 |
17.13%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart