Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASBFY (Associated British Foods plc) | -8.55% | -5.83% | 7.80% | -1.55% | -2.92% | 4.63% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASBFY (Associated British Foods plc) | 12/30/2009 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.11 | -5.83 | 7.80 | -1.55 | -2.92 | 4.63 | NA | … | … | -8.55 | 15.77 | -12.28 | 62.38 | -28.46 | -9.69 | -9.93 | 35.90 | -31.04 | 14.62 | -30.77 | 2.20 | 21.71 | 61.88 | 49.50 | -5.00 | 46.51 | 0.38 |
| Sharpe Ratio | NA | -0.40 | 0.10 | -0.17 | -0.16 | NA | NA | … | … | -0.95 | 0.43 | -0.60 | 2.33 | -0.83 | -0.36 | -0.19 | 1.28 | -1.25 | 0.65 | -0.82 | 0.09 | 0.84 | 2.64 | 2.16 | -0.17 | 1.66 | NA |
| Standard Deviation(%) | NA | 28.49 | 28.24 | 29.73 | 32.37 | NA | NA | … | … | 32.02 | 30.37 | 26.62 | 25.51 | 36.20 | 27.04 | 52.61 | 26.88 | 25.97 | 21.68 | 37.78 | 23.39 | 25.93 | 23.46 | 23.11 | 30.26 | 28.04 | 0.00 |
| Draw Down(%) | NA | 25.12 | 31.73 | 58.55 | 67.26 | NA | NA | … | … | 20.19 | 16.98 | 23.85 | 15.08 | 53.39 | 30.59 | 46.93 | 23.95 | 34.91 | 16.28 | 40.02 | 16.41 | 26.59 | 15.90 | 12.51 | 19.73 | 18.63 | 0.00 |
| Yield(%) | 1.12 | 2.93 | 4.13 | 2.45 | 1.42 | 3.28 | 3.49 | … | … | 0.98 | 3.26 | 3.90 | 3.75 | 1.88 | 1.83 | 0.00 | 2.33 | 1.53 | 1.61 | 0.96 | 1.10 | 1.36 | 1.95 | 2.55 | 2.13 | 2.88 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBFY (Associated British Foods plc) |
-20.04%
Oct 2017 – Oct 2020 |
-18.75%
Sep 2017 – Sep 2022 |
-5.03%
Feb 2015 – Feb 2025 |
4.42%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBFY (Associated British Foods plc) |
51.04%
Feb 2011 – Feb 2014 |
30.39%
May 2010 – May 2015 |
11.31%
Jan 2010 – Jan 2020 |
7.04%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart