Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNLTN (The Connecticut Light and Power Company) | 1.20% | 10.38% | 0.56% | -3.82% | 0.89% | 4.04% | 4.56% | … | … |
Data as of 01/08/2026, Common starting date is 04/05/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNLTN (The Connecticut Light and Power Company) | 04/05/1994 | 01/08/2026 |
| 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 (%) | 0.00 | 10.38 | 0.56 | -3.82 | 0.89 | 4.04 | 4.56 | … | … | 1.20 | 6.05 | 6.43 | -9.95 | -17.24 | -3.30 | 10.56 | 4.69 | 3.09 | 5.56 | 8.35 | 3.87 | 3.37 | 6.75 | 8.36 | 31.91 | 15.58 | 10.26 | -2.56 | -3.29 | 10.33 | 11.84 | 11.97 | 16.56 | 28.21 | 15.20 | -1.29 | 3.15 | 18.75 | 42.37 | -21.17 | 38.58 | -6.83 |
| Sharpe Ratio | NA | 0.45 | -0.12 | -0.23 | -0.03 | NA | NA | … | … | NA | 0.19 | -0.01 | -0.63 | -0.43 | -0.20 | 0.56 | 0.16 | 0.10 | 0.32 | 0.59 | 0.26 | 0.22 | 0.41 | 0.27 | 0.84 | 0.77 | 0.24 | -0.09 | -0.17 | 0.21 | 0.27 | 0.18 | 0.40 | 0.92 | 0.22 | -0.28 | 0.00 | 0.33 | 0.80 | -0.64 | 1.11 | -0.34 |
| Standard Deviation(%) | NA | 16.70 | 19.53 | 26.34 | 22.09 | NA | NA | … | … | 0.00 | 16.76 | 18.61 | 22.79 | 43.56 | 16.84 | 18.43 | 20.40 | 18.04 | 15.45 | 13.74 | 14.72 | 15.21 | 16.54 | 30.49 | 37.76 | 20.17 | 41.64 | 37.15 | 37.45 | 32.99 | 35.68 | 62.59 | 39.70 | 29.44 | 59.09 | 19.50 | 31.60 | 46.37 | 48.60 | 38.32 | 31.32 | 35.93 |
| Draw Down(%) | NA | 5.06 | 23.72 | 37.86 | 37.86 | NA | NA | … | … | 0.00 | 5.06 | 10.47 | 23.72 | 31.36 | 6.33 | 7.03 | 9.62 | 9.08 | 6.86 | 4.34 | 5.42 | 10.00 | 8.07 | 10.57 | 18.02 | 6.48 | 20.14 | 28.29 | 14.63 | 10.63 | 9.66 | 22.74 | 13.99 | 11.10 | 29.68 | 7.69 | 13.65 | 13.86 | 13.13 | 28.87 | 12.62 | 17.95 |
| Yield(%) | 0.00 | 6.15 | 4.76 | 3.14 | 3.81 | 5.22 | 5.34 | … | … | 0.00 | 6.07 | 4.52 | 5.19 | 4.16 | 1.97 | 4.18 | 4.20 | 4.07 | 4.21 | 4.23 | 4.35 | 4.30 | 4.35 | 4.55 | 5.63 | 6.29 | 6.40 | 5.88 | 5.63 | 5.62 | 5.93 | 6.25 | 6.83 | 10.00 | 10.36 | 7.55 | 7.24 | 8.08 | 10.53 | 7.41 | 9.50 | 4.20 |
Data as of 01/08/2026, Common starting date is 04/05/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLTN (The Connecticut Light and Power Company) |
-11.98%
Oct 2020 – Oct 2023 |
-4.77%
Oct 2018 – Oct 2023 |
-0.19%
Jul 2014 – Jul 2024 |
3.73%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLTN (The Connecticut Light and Power Company) |
26.42%
Mar 2001 – Mar 2004 |
18.67%
Mar 2001 – Mar 2006 |
15.60%
Apr 1997 – Apr 2007 |
13.27%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison Chart