Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOCGM (Southern California Gas Company PFD 6%) | NA | 19.88% | 2.01% | -1.69% | 4.28% | NA | NA | … | … |
Data as of 03/03/2025, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOCGM (Southern California Gas Company PFD 6%) | 04/19/2012 | 03/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.88 | 2.01 | -1.69 | 4.28 | NA | NA | … | … | 12.11 | 5.26 | 7.33 | -13.75 | -12.83 | 28.59 | 13.86 | -2.90 | 4.88 | -6.99 | 19.01 | 17.17 | -2.47 | 3.45 |
| Sharpe Ratio | NA | 0.53 | -0.11 | -0.19 | 0.10 | NA | NA | … | … | 0.59 | -0.08 | 0.16 | -0.65 | -0.50 | 1.12 | 0.54 | -0.20 | 0.10 | -0.42 | 0.72 | 0.20 | -0.09 | 0.08 |
| Standard Deviation(%) | NA | 25.49 | 20.90 | 22.80 | 26.01 | NA | NA | … | … | 150.76 | 16.90 | 19.43 | 22.92 | 26.39 | 25.26 | 23.13 | 20.95 | 43.22 | 17.12 | 26.54 | 84.17 | 29.27 | 60.24 |
| Draw Down(%) | NA | 6.34 | 22.41 | 29.80 | 29.80 | NA | NA | … | … | 3.88 | 6.34 | 7.08 | 23.24 | 18.32 | 17.36 | 12.12 | 10.17 | 19.77 | 11.28 | 14.05 | 32.69 | 18.03 | 24.23 |
| Yield(%) | 0.00 | 5.82 | 4.61 | 3.38 | 4.60 | 4.20 | 3.15 | … | … | 0.00 | 5.73 | 5.80 | 4.32 | 2.03 | 5.00 | 5.43 | 5.00 | 4.97 | 4.41 | 5.00 | 5.51 | 5.15 | 3.85 |
Data as of 03/03/2025, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOCGM (Southern California Gas Company PFD 6%) |
-9.33%
Mar 2020 – Mar 2023 |
-0.47%
Jan 2020 – Jan 2025 |
-0.21%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOCGM (Southern California Gas Company PFD 6%) |
17.15%
Feb 2017 – Feb 2020 |
10.62%
Feb 2015 – Feb 2020 |
5.10%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart