Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ASOMF (ASOS Plc) -5.63% -0.28% -26.92% -46.19% -23.64% -14.67% NA
Data as of 06/03/2026, Common starting date is 12/11/2007
More Performance Analytics Comparison
Name Start Date End Date
ASOMF (ASOS Plc) 12/11/2007 06/03/2026
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 2008 2007
Annualized Return (%) 0.00 -0.28 -26.92 -46.19 -23.64 -14.67 NA -5.63 -26.86 -5.56 -15.89 -78.90 1.49 132.07 -1.75 -62.08 23.20 59.48 36.36 -71.90 173.13 92.37 -22.76 284.98 -7.39 33.72 0.00
Sharpe Ratio NA -0.03 -0.59 -0.72 -0.38 NA NA -0.27 -0.81 -0.39 -0.23 -0.87 0.07 2.62 -0.04 -0.61 1.12 1.74 0.51 -1.17 4.38 1.56 -0.36 5.37 -0.97 0.61 0.00
Standard Deviation(%) NA 38.16 50.25 67.02 65.41 NA NA 45.43 37.01 31.02 90.13 92.76 30.84 49.99 78.22 103.79 20.29 33.94 70.98 61.40 39.53 59.90 62.51 53.08 7.68 53.36 NA
Draw Down(%) NA 28.50 67.74 96.27 97.20 NA NA 26.88 38.36 24.63 64.29 81.54 15.45 3.32 48.11 72.61 8.35 2.79 34.30 74.67 4.56 24.75 55.03 5.45 7.39 27.67 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 12/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASOMF (ASOS Plc) -62.63%
Apr 2021 – Apr 2024
-47.07%
Mar 2021 – Mar 2026
-26.73%
Mar 2014 – Mar 2024
-15.46%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASOMF (ASOS Plc) 106.06%
Apr 2008 – Apr 2011
71.82%
Jan 2009 – Jan 2014
36.60%
Jan 2008 – Jan 2018
5.70%
Jan 2008 – Jan 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return