Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASHTY (Ashtead Gro) | NA | 15.68% | 8.75% | 10.01% | 17.29% | NA | NA | … | … |
Data as of 12/31/2025, Common starting date is 07/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASHTY (Ashtead Gro) | 07/03/2014 | 12/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 296.86 | 15.68 | 8.75 | 10.01 | 17.29 | NA | NA | … | … | 15.68 | -9.26 | 24.36 | -28.50 | 72.67 | 47.91 | 57.02 | -21.79 | 39.40 | 20.75 | -5.01 | 9.80 |
| Sharpe Ratio | NA | 0.06 | 0.05 | 0.08 | 0.22 | NA | NA | … | … | 0.06 | -0.39 | 0.63 | -0.68 | 2.82 | 0.76 | 1.84 | -0.69 | 1.47 | 0.50 | -0.14 | 0.61 |
| Standard Deviation(%) | NA | 199.65 | 118.11 | 94.23 | 72.55 | NA | NA | … | … | 199.65 | 33.05 | 33.34 | 44.14 | 25.79 | 62.55 | 30.12 | 33.50 | 26.50 | 40.77 | 37.12 | 33.97 |
| Draw Down(%) | NA | 76.88 | 78.28 | 78.45 | 78.45 | NA | NA | … | … | 76.88 | 25.05 | 22.45 | 50.91 | 11.76 | 57.30 | 17.35 | 38.30 | 9.24 | 33.43 | 26.70 | 18.91 |
| Yield(%) | 0.00 | 1.74 | 1.80 | 1.91 | 3.96 | 2.84 | 2.13 | … | … | 1.76 | 1.54 | 1.71 | 1.00 | 1.23 | 1.66 | 2.44 | 1.62 | 1.78 | 1.95 | 1.30 | 0.97 |
Data as of 12/31/2025, Common starting date is 07/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHTY (Ashtead Gro) |
-6.91%
Dec 2021 – Dec 2024 |
7.82%
Mar 2015 – Mar 2020 |
13.48%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHTY (Ashtead Gro) |
58.87%
Dec 2018 – Dec 2021 |
42.05%
Oct 2016 – Oct 2021 |
19.47%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart