Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABCZF (Abcam plc) | 0.00% | 0.00% | 8.05% | 7.20% | 11.17% | NA | NA | 10.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABCZF (Abcam plc) | 04/12/2011 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 04/12/2011.
AR inception is since 04/12/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 8.05 | 7.20 | 11.17 | NA | NA | 10.39 | 0.00 | 0.00 | 46.09 | -33.95 | 20.42 | 3.60 | 33.83 | -0.70 | 52.99 | -2.72 | 37.56 | -9.90 | 38.62 | -9.73 | 8.07 |
| Sharpe Ratio | NA | 0.00 | 0.03 | 0.04 | 0.12 | NA | NA | 0.13 | 0.00 | 0.00 | 0.18 | -0.71 | 0.65 | 0.08 | 0.72 | -0.05 | 2.13 | -0.10 | 1.38 | -0.39 | 2.02 | -0.26 | 0.86 |
| Standard Deviation(%) | NA | 0.68 | 138.79 | 109.75 | 81.57 | NA | NA | 70.29 | NA | NA | 237.32 | 49.75 | 31.45 | 43.51 | 44.80 | 38.87 | 24.72 | 28.77 | 27.26 | 25.65 | 19.14 | 38.42 | 13.15 |
| Draw Down(%) | NA | 0.00 | 78.72 | 79.72 | 79.72 | NA | NA | 79.72 | 0.00 | 0.00 | 78.72 | 44.23 | 27.18 | 34.24 | 29.21 | 34.88 | 12.78 | 16.19 | 13.74 | 28.13 | 10.33 | 22.90 | 5.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.70 | 0.95 | 0.71 | 1.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 1.07 | 0.86 | 1.14 | 0.93 | 1.15 | 0.97 | 1.47 | 1.15 | 0.69 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABCZF (Abcam plc) |
-18.39%
May 2020 - May 2023 |
-8.89%
May 2018 - May 2023 |
4.33%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABCZF (Abcam plc) |
41.13%
Jan 2015 - Jan 2018 |
24.97%
May 2014 - May 2019 |
14.47%
Oct 2014 - Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart