Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABDDF (AB Dynamics plc) | 0.53% | 0.53% | 0.31% | 1.33% | NA | NA | NA | 11.60% |
Data as of 07/01/2025, AR inception is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABDDF (AB Dynamics plc) | 07/03/2018 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.53 | 0.31 | 1.33 | NA | NA | NA | 11.60 | 0.53 | 0.22 | 0.06 | 5.69 | 0.29 | 0.10 | 95.95 | -7.84 |
| Sharpe Ratio | NA | -8.66 | -13.91 | -0.29 | NA | NA | NA | 0.47 | -4.42 | -21.22 | -59.54 | 0.80 | 1.53 | -1.58 | 2.13 | -1.45 |
| Standard Deviation(%) | NA | 0.31 | 0.22 | 2.40 | NA | NA | NA | 17.26 | 0.45 | 0.16 | 0.06 | 5.36 | 0.17 | 0.10 | 44.40 | 11.64 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | 7.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.60 | 7.84 |
| Yield(%) | 0.00 | 0.52 | 0.34 | 0.31 | 0.31 | 0.21 | 0.15 | 0.51 | 0.52 | 0.28 | 0.08 | 0.23 | 0.40 | 0.10 | 0.13 | 0.00 |
Data as of 07/01/2025, AR inception is 07/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABDDF (AB Dynamics plc) |
0.01%
May 2019 - May 2022 |
0.09%
May 2019 - May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABDDF (AB Dynamics plc) |
25.30%
Dec 2018 - Dec 2021 |
15.78%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart