Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSSF (Assura Plc) | 0.00% | 17.39% | 18.89% | 2.08% | NA | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSSF (Assura Plc) | 01/11/2021 | 04/02/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.39 | 18.89 | 2.08 | NA | NA | NA | … | … | 0.00 | 46.70 | 6.45 | 9.50 | -34.56 | 3.94 |
| Sharpe Ratio | NA | 1.00 | 0.40 | -0.01 | NA | NA | NA | … | … | -2.98 | 1.20 | 0.08 | 0.12 | -0.62 | 0.09 |
| Standard Deviation(%) | NA | 14.60 | 39.33 | 44.97 | NA | NA | NA | … | … | 0.84 | 36.56 | 33.78 | 50.16 | 58.69 | 45.61 |
| Draw Down(%) | NA | 7.12 | 27.63 | 53.81 | NA | NA | NA | … | … | 0.29 | 12.24 | 24.61 | 31.99 | 45.52 | 25.11 |
| Yield(%) | 0.00 | 3.80 | 11.56 | 5.66 | 3.04 | 2.02 | 1.52 | … | … | 0.00 | 6.88 | 24.03 | 7.47 | 4.25 | 3.97 |
Data as of 04/02/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSSF (Assura Plc) |
-19.57%
Apr 2021 – Apr 2024 |
2.08%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSSF (Assura Plc) |
26.09%
Oct 2022 – Oct 2025 |
3.46%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart