Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WASHINGTON GAS LIGHT COMPANY CAPITAL APPRECIATION PLAN Tactical Asset Allocation Moderate | NA | 22.67% | 1.50% | 4.58% | 4.17% | 5.26% | 6.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WASHINGTON GAS LIGHT COMPANY CAPITAL APPRECIATION PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.15 | 22.67 | 1.50 | 4.58 | 4.17 | 5.26 | 6.14 | … | … | 0.21 | 5.33 | 9.49 | -15.40 | 5.96 | 12.46 | 11.05 | -3.17 | 10.72 | 2.33 | -1.47 | -0.10 | 14.59 | 8.81 | 1.92 | 9.93 | 16.30 | -3.07 | 11.48 | 13.37 | 5.12 | 10.29 | 16.86 | 0.40 | 6.98 |
| Sharpe Ratio | NA | -0.04 | -0.47 | 0.06 | 0.23 | NA | NA | … | … | 0.01 | -0.12 | 0.70 | -1.64 | 0.70 | 1.48 | 1.93 | -0.63 | 1.95 | 0.52 | -0.29 | -0.02 | 2.18 | 1.65 | 0.25 | 0.89 | 2.08 | -0.97 | 0.97 | 1.46 | 0.60 | 1.42 | 3.55 | -0.16 | 1.14 |
| Standard Deviation(%) | NA | 10.22 | 9.43 | 9.02 | 7.42 | NA | NA | … | … | 9.99 | 10.23 | 7.46 | 10.21 | 8.48 | 8.25 | 4.99 | 7.11 | 5.18 | 4.05 | 5.12 | 6.07 | 6.68 | 5.29 | 7.70 | 11.04 | 7.78 | 4.12 | 8.79 | 6.92 | 4.92 | 6.60 | 4.56 | 4.42 | 4.09 |
| Draw Down(%) | NA | 10.97 | 15.70 | 16.99 | 16.99 | NA | NA | … | … | 0.74 | 10.78 | 6.33 | 16.00 | 4.43 | 9.83 | 2.97 | 8.61 | 4.32 | 3.15 | 5.66 | 5.76 | 4.18 | 4.39 | 6.53 | 8.93 | 4.23 | 6.57 | 7.15 | 8.14 | 4.00 | 5.83 | 2.66 | 6.12 | 2.77 |
| Yield(%) | NA | 7.12 | 6.19 | 5.54 | 4.45 | NA | NA | … | … | NA | 0.77 | 7.08 | 2.97 | 8.01 | 5.24 | 4.77 | 3.70 | 0.29 | 3.16 | 5.10 | 4.26 | 3.83 | 4.53 | 1.94 | 4.06 | 4.48 | 2.66 | 5.16 | 5.58 | 2.30 | 2.60 | 3.05 | 5.21 | 6.93 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASHINGTON GAS LIGHT COMPANY CAPITAL APPRECIATION PLAN Tactical Asset Allocation Moderate |
-1.27%
Apr 2021 – Apr 2024 |
1.45%
Sep 2018 – Sep 2023 |
2.22%
Oct 2013 – Oct 2023 |
4.30%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASHINGTON GAS LIGHT COMPANY CAPITAL APPRECIATION PLAN Tactical Asset Allocation Moderate |
12.57%
Oct 2004 – Oct 2007 |
12.12%
Oct 2002 – Oct 2007 |
9.39%
Jul 2003 – Jul 2013 |
7.98%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart