Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXNM (TXNM Energy, Inc.) | -1.56% | 3.58% | 10.67% | 6.38% | 8.34% | 12.13% | 7.32% | … | … |
Data as of 06/11/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXNM (TXNM 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 (%) | -3.61 | 3.58 | 10.67 | 6.38 | 8.34 | 12.13 | 7.32 | … | … | -1.56 | 23.44 | 22.99 | -11.99 | 10.20 | -3.47 | -1.74 | 26.50 | 4.45 | 20.95 | 15.34 | 6.13 | 26.30 | 20.96 | 15.76 | 44.61 | 7.28 | 31.82 | -50.40 | -28.73 | 31.25 | -0.31 | 38.40 | 20.94 | -12.71 | 6.20 | 69.80 | -18.26 | -11.81 | 23.46 | 12.28 | 36.40 | 14.86 | -9.09 | 26.92 | 16.42 | -42.74 | 19.28 | -28.32 | -39.51 | 18.43 | 30.12 | -2.04 | -2.40 | 9.47 | 20.25 | 20.61 |
| Sharpe Ratio | NA | 1.31 | 0.54 | 0.32 | 0.32 | NA | NA | … | … | 0.68 | 1.11 | 0.96 | -1.37 | 0.78 | -0.36 | -0.04 | 1.46 | 0.14 | 1.34 | 0.75 | 0.28 | 1.28 | 1.19 | 1.00 | 1.36 | 0.28 | 0.71 | -0.73 | -1.00 | 1.55 | -0.13 | 2.10 | 1.02 | -0.38 | 0.12 | 1.84 | -0.84 | -0.57 | 0.89 | 0.47 | 1.77 | 0.49 | -0.42 | 0.96 | 0.42 | -1.37 | 0.46 | -1.14 | -1.62 | 0.72 | 1.41 | -0.46 | -0.47 | 0.08 | 0.42 | 0.75 |
| Standard Deviation(%) | NA | 4.22 | 16.68 | 14.82 | 22.32 | NA | NA | … | … | 4.02 | 18.53 | 20.09 | 11.53 | 11.36 | 9.72 | 50.88 | 17.15 | 22.45 | 15.22 | 20.06 | 21.77 | 20.56 | 17.62 | 15.81 | 32.79 | 25.28 | 44.57 | 70.26 | 31.89 | 18.03 | 19.34 | 17.81 | 19.84 | 36.88 | 31.99 | 35.70 | 25.65 | 26.61 | 22.12 | 18.18 | 18.28 | 24.14 | 26.74 | 25.29 | 29.73 | 35.09 | 29.22 | 29.05 | 26.91 | 19.45 | 17.41 | 19.75 | 18.63 | 19.25 | 23.01 | 24.48 |
| Draw Down(%) | NA | 2.30 | 23.48 | 27.27 | 46.35 | NA | NA | … | … | 2.30 | 10.22 | 15.59 | 13.91 | 7.22 | 10.02 | 46.35 | 9.85 | 15.81 | 11.65 | 13.00 | 20.53 | 17.99 | 12.52 | 10.17 | 21.97 | 21.46 | 43.19 | 61.32 | 35.75 | 8.86 | 19.25 | 10.09 | 19.39 | 41.28 | 34.35 | 15.30 | 25.42 | 27.35 | 20.86 | 9.61 | 11.82 | 16.67 | 28.83 | 12.61 | 25.56 | 47.58 | 21.51 | 45.64 | 51.99 | 14.06 | 10.20 | 25.47 | 20.00 | 11.61 | 10.77 | 19.77 |
| Yield(%) | 0.00 | 2.93 | 3.41 | 3.07 | 3.81 | 6.97 | 3.74 | … | … | 1.43 | 3.34 | 3.97 | 3.00 | 3.06 | 2.71 | 2.48 | 2.88 | 2.65 | 2.86 | 2.92 | 2.69 | 3.12 | 3.03 | 3.16 | 3.78 | 3.93 | 4.76 | 3.35 | 2.92 | 3.44 | 3.09 | 2.22 | 2.58 | 1.99 | 2.06 | 3.41 | 2.55 | 2.08 | 2.18 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.01 | 6.27 | 5.75 | 6.71 | 8.03 | 1.90 | 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 |
|---|---|---|---|---|
| TXNM (TXNM Energy, Inc.) |
-29.45%
Jun 1987 – Jun 1990 |
-22.23%
Oct 1986 – Oct 1991 |
-7.04%
Nov 1981 – Nov 1991 |
-1.66%
Jun 1985 – Jun 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXNM (TXNM Energy, Inc.) |
38.03%
Feb 2009 – Feb 2012 |
32.27%
Feb 2009 – Feb 2014 |
22.83%
Mar 2009 – Mar 2019 |
14.71%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart