Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTRG (Essential Utilities, Inc.) | -0.24% | 1.79% | 0.24% | -1.85% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTRG (Essential Utilities, Inc.) | 08/05/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 1.79 | 0.24 | -1.85 | NA | NA | NA | … | … | -0.24 | 9.40 | 0.52 | -19.40 | -8.92 | 16.05 | 13.76 | 3.84 |
| Sharpe Ratio | NA | 0.01 | -0.13 | -0.19 | NA | NA | NA | … | … | -0.20 | 0.29 | -0.15 | -1.09 | -0.40 | 0.80 | 0.17 | 172.60 |
| Standard Deviation(%) | NA | 20.80 | 21.81 | 22.36 | NA | NA | NA | … | … | 22.24 | 22.45 | 21.15 | 21.28 | 26.02 | 19.92 | 54.17 | 13.13 |
| Draw Down(%) | NA | 12.16 | 23.80 | 36.51 | NA | NA | NA | … | … | 12.16 | 10.60 | 11.60 | 32.09 | 25.29 | 14.37 | 39.62 | 0.00 |
| Yield(%) | 0.00 | 3.59 | 3.15 | 2.55 | 1.86 | 1.24 | 0.93 | … | … | 1.77 | 3.71 | 3.35 | 2.47 | 2.09 | 2.25 | 1.87 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRG (Essential Utilities, Inc.) |
-9.63%
Dec 2021 – Dec 2024 |
-5.03%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRG (Essential Utilities, Inc.) |
4.76%
Mar 2020 – Mar 2023 |
2.68%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart