Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGCO (RGC Resources, Inc.) | 13.59% | 18.13% | 7.67% | 4.36% | 2.92% | 6.30% | 7.24% | … | … |
Data as of 06/10/2026, Common starting date is 02/01/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGCO (RGC Resources, Inc.) | 02/01/1994 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.56 | 18.13 | 7.67 | 4.36 | 2.92 | 6.30 | 7.24 | … | … | 13.59 | 10.42 | 2.52 | -4.10 | -0.59 | -0.14 | -14.46 | -2.36 | 13.24 | 11.12 | 21.41 | 0.46 | 20.28 | 6.99 | 14.26 | 16.67 | 14.12 | 19.45 | -14.88 | 29.34 | 5.22 | 1.97 | 40.21 | 30.17 | -2.34 | 10.06 | -7.43 | 11.39 | -4.82 | 22.06 | 8.37 | -4.92 | 0.76 |
| Sharpe Ratio | NA | 0.39 | 0.08 | 0.03 | 0.04 | NA | NA | … | … | 0.62 | 0.23 | -0.03 | -0.26 | -0.07 | -0.01 | -0.34 | -0.14 | 0.37 | 0.20 | 1.06 | 0.01 | 0.89 | 0.27 | 0.56 | 0.65 | 0.49 | 0.50 | -0.27 | 0.85 | 0.08 | -0.01 | 1.41 | 1.66 | -0.18 | 0.25 | -0.33 | 0.22 | -0.24 | 0.61 | 0.13 | -0.18 | -0.06 |
| Standard Deviation(%) | NA | 34.61 | 35.10 | 32.32 | 34.43 | NA | NA | … | … | 35.25 | 33.52 | 38.62 | 29.81 | 28.34 | 23.75 | 43.62 | 26.96 | 32.02 | 51.71 | 19.91 | 31.82 | 22.83 | 25.31 | 25.65 | 25.57 | 28.92 | 38.44 | 58.04 | 30.95 | 23.57 | 33.09 | 27.81 | 17.71 | 19.89 | 30.88 | 35.19 | 37.00 | 34.85 | 30.22 | 35.49 | 48.64 | 37.95 |
| Draw Down(%) | NA | 14.65 | 28.00 | 35.41 | 41.76 | NA | NA | … | … | 10.59 | 14.65 | 16.48 | 34.99 | 21.75 | 16.80 | 23.58 | 14.55 | 17.83 | 33.04 | 7.52 | 11.70 | 7.71 | 14.69 | 9.23 | 9.27 | 8.25 | 13.50 | 21.65 | 11.39 | 9.93 | 12.11 | 11.51 | 9.14 | 15.18 | 12.89 | 22.88 | 16.13 | 19.89 | 13.70 | 20.27 | 20.59 | 13.51 |
| Yield(%) | 0.00 | 4.08 | 3.83 | 3.47 | 4.41 | 6.18 | 7.21 | … | … | 2.04 | 4.16 | 3.96 | 3.56 | 3.36 | 3.06 | 2.48 | 2.21 | 2.35 | 3.50 | 3.84 | 3.49 | 3.88 | 3.88 | 9.32 | 4.29 | 4.33 | 5.02 | 4.01 | 4.74 | 4.80 | 4.65 | 25.09 | 6.38 | 5.84 | 5.60 | 5.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/01/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCO (RGC Resources, Inc.) |
-11.95%
Jun 2019 – Jun 2022 |
-8.38%
Oct 2018 – Oct 2023 |
1.43%
Oct 2013 – Oct 2023 |
5.36%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCO (RGC Resources, Inc.) |
27.67%
Aug 2002 – Aug 2005 |
20.52%
Nov 2002 – Nov 2007 |
14.72%
Nov 2002 – Nov 2012 |
14.43%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart