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
NFG (National Fuel Gas Company) -2.75% -2.78% 17.91% 10.93% 6.70% 4.05% 7.15% … …
Data as of 06/05/2026, Common starting date is 05/03/1973
More Performance Analytics Comparison
Name Start Date End Date
NFG (National Fuel Gas Company) 05/03/1973 06/05/2026
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 1979 1978 1977 1976 1975 1974 1973
Annualized Return (%) 0.22 -2.78 17.91 10.93 6.70 4.05 7.15 … … -2.75 35.31 25.38 -17.74 1.85 60.70 -7.58 -5.93 -3.76 -0.22 36.47 -36.63 -0.53 44.14 -6.09 -13.35 34.66 64.96 -30.81 24.49 27.73 14.31 20.95 23.30 -12.02 -18.28 40.38 2.90 -7.19 18.03 22.68 31.86 -25.00 15.25 20.41 3.16 -14.03 45.39 13.43 -13.83 35.22 10.58 73.33 18.39 3.72 -3.15 5.21 11.05 -2.56 -4.41 31.61 17.42 -13.73 -18.18
Sharpe Ratio NA -0.27 0.71 0.38 0.21 NA NA … … -0.42 1.57 1.07 -0.97 0.02 2.81 -0.19 -0.42 -0.24 -0.05 1.55 -1.53 -0.03 2.36 -0.25 -0.37 1.21 1.98 -0.62 1.12 1.45 0.56 1.35 1.26 -0.50 -0.94 1.38 -0.02 -0.50 0.73 1.05 1.76 -1.42 0.71 0.90 -0.05 -0.88 1.73 0.34 -0.47 1.47 0.25 2.43 0.63 -0.19 -0.49 -0.12 0.19 -0.49 -0.40 1.24 0.60 -0.68 -1.49
Standard Deviation(%) NA 19.82 20.68 22.24 24.11 NA NA … … 21.01 20.77 20.28 22.27 26.43 21.59 41.69 17.68 21.51 18.21 23.42 24.04 18.43 18.72 24.53 36.64 28.63 32.77 51.07 19.22 16.79 21.34 14.80 17.90 26.55 22.47 26.28 20.03 21.14 19.55 17.88 15.84 19.78 18.29 19.80 15.71 22.07 22.84 25.25 38.16 20.83 20.02 27.17 19.11 21.77 27.77 27.83 19.29 15.81 20.58 22.46 22.00 28.52 21.29
Draw Down(%) NA 20.36 20.36 35.77 44.26 NA NA … … 20.36 16.30 10.31 20.98 17.61 9.08 28.88 27.75 13.51 12.35 14.13 44.74 15.62 9.05 23.80 38.33 20.30 19.37 55.49 10.50 9.05 15.12 8.71 18.59 35.65 27.57 14.65 18.11 18.18 9.64 7.71 11.89 29.51 12.36 13.04 9.09 21.72 11.66 16.56 29.26 10.15 17.21 17.24 8.65 14.22 30.53 27.44 15.62 10.84 13.95 11.43 14.04 30.46 20.32
Yield(%) 0.00 2.62 3.96 3.67 3.28 2.56 4.55 … … 0.65 3.46 4.01 3.24 2.94 4.39 3.95 3.40 2.99 2.91 3.78 2.24 2.17 2.93 2.60 2.12 2.70 4.11 2.76 3.24 3.70 4.20 4.45 5.10 4.18 3.32 4.14 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 05/03/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NFG (National Fuel Gas Company) -12.60%
Feb 2017 – Feb 2020 		-7.88%
Feb 2015 – Feb 2020 		-2.31%
Jan 2011 – Jan 2021 		1.88%
May 2008 – May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NFG (National Fuel Gas Company) 41.30%
Oct 1983 – Oct 1986 		32.97%
Jun 1982 – Jun 1987 		18.66%
Mar 1980 – Mar 1990 		14.88%
Feb 1982 – Feb 1997
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return