Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASHTF (Ashtead Group plc) | 3.10% | 23.68% | 7.33% | 4.98% | 21.48% | NA | NA | … | … |
Data as of 03/20/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASHTF (Ashtead Group plc) | 03/15/2012 | 03/20/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.68 | 7.33 | 4.98 | 21.48 | NA | NA | … | … | 3.10 | 12.71 | -11.22 | 27.66 | -30.05 | 69.36 | 53.71 | 57.07 | -20.14 | 38.26 | 19.98 | -7.54 | 44.38 | 86.30 | 66.27 |
| Sharpe Ratio | NA | 0.54 | 0.10 | 0.06 | 0.48 | NA | NA | … | … | 0.27 | 0.26 | -0.40 | 0.60 | -0.58 | 1.90 | 0.83 | 1.79 | -0.60 | 1.69 | 0.47 | -0.22 | 1.23 | 2.92 | 3.34 |
| Standard Deviation(%) | NA | 38.65 | 38.96 | 42.00 | 41.49 | NA | NA | … | … | 45.64 | 37.82 | 37.18 | 40.60 | 54.69 | 36.50 | 63.94 | 31.03 | 35.84 | 22.31 | 41.95 | 33.78 | 36.12 | 29.56 | 27.02 |
| Draw Down(%) | NA | 20.50 | 42.67 | 54.34 | 56.54 | NA | NA | … | … | 14.28 | 31.57 | 25.84 | 24.61 | 51.31 | 10.08 | 56.54 | 17.35 | 37.39 | 7.95 | 32.82 | 26.37 | 17.63 | 15.50 | 15.04 |
| Yield(%) | 0.00 | 1.90 | 1.88 | 1.62 | 5.93 | 12.09 | 9.06 | … | … | 0.56 | 1.76 | 1.54 | 1.70 | 0.99 | 1.23 | 1.65 | 2.37 | 1.61 | 1.79 | 1.88 | 1.44 | 1.65 | 1.59 | 0.95 |
Data as of 03/20/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHTF (Ashtead Group plc) |
-7.45%
Dec 2021 – Dec 2024 |
5.48%
Jan 2021 – Jan 2026 |
13.40%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHTF (Ashtead Group plc) |
68.45%
May 2012 – May 2015 |
43.39%
Apr 2012 – Apr 2017 |
32.15%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart