Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIBGY (AIB Group plc) | 15.91% | 63.35% | 51.98% | 35.58% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIBGY (AIB Group plc) | 11/26/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.72 | 63.35 | 51.98 | 35.58 | NA | NA | NA | … | … | 15.91 | 114.82 | 43.99 | 4.63 | 62.09 | 12.15 | -31.77 | -10.00 | -8.43 |
| Sharpe Ratio | NA | 2.05 | 1.36 | 0.78 | NA | NA | NA | … | … | 1.15 | 3.20 | 1.10 | 0.03 | 1.02 | 0.22 | -0.31 | -0.21 | -2.34 |
| Standard Deviation(%) | NA | 28.73 | 34.91 | 41.38 | NA | NA | NA | … | … | 32.51 | 35.23 | 36.81 | 29.03 | 58.54 | 56.65 | 102.91 | 54.71 | 27.20 |
| Draw Down(%) | NA | 13.45 | 20.98 | 40.74 | NA | NA | NA | … | … | 13.45 | 20.98 | 13.23 | 17.16 | 34.84 | 36.13 | 77.93 | 48.14 | 11.24 |
| Yield(%) | 0.00 | 8.70 | 11.18 | 9.11 | 3.96 | 2.64 | 1.98 | … | … | 4.89 | 9.96 | 7.26 | 1.69 | 2.07 | 0.00 | 2.55 | 4.66 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIBGY (AIB Group plc) |
-20.77%
Mar 2019 – Mar 2022 |
0.14%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIBGY (AIB Group plc) |
64.53%
Aug 2022 – Aug 2025 |
56.80%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart