Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATDRF (Auto Trader Group plc) | NA | 33.39% | 3.03% | 6.27% | NA | NA | NA | … | … |
Data as of 01/03/2025, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATDRF (Auto Trader Group plc) | 12/02/2015 | 01/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.86 | 33.39 | 3.03 | 6.27 | NA | NA | NA | … | … | -0.59 | 50.45 | 42.88 | -42.61 | 31.34 | -5.98 | 45.11 | 17.67 | -3.93 | -21.83 | -0.78 |
| Sharpe Ratio | NA | 0.54 | -0.04 | 0.08 | NA | NA | NA | … | … | NA | 1.48 | 1.02 | -0.84 | 1.11 | -0.10 | 1.82 | 0.60 | -0.16 | -0.43 | -1.50 |
| Standard Deviation(%) | NA | 46.47 | 43.31 | 45.66 | NA | NA | NA | … | … | 0.00 | 39.90 | 30.54 | 60.58 | 28.10 | 61.25 | 24.02 | 27.10 | 29.11 | 50.99 | 6.39 |
| Draw Down(%) | NA | 24.02 | 42.77 | 49.06 | NA | NA | NA | … | … | 0.59 | 3.92 | 5.26 | 42.77 | 13.42 | 49.06 | 17.46 | 12.45 | 25.51 | 34.27 | 1.56 |
| Yield(%) | 0.00 | 2.31 | 0.91 | 0.80 | 0.83 | 0.55 | 0.41 | … | … | 0.43 | 2.31 | 0.82 | 0.28 | 0.68 | 0.31 | 1.22 | 1.26 | 1.05 | 0.25 | 0.00 |
Data as of 01/03/2025, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATDRF (Auto Trader Group plc) |
-8.88%
Oct 2019 – Oct 2022 |
2.86%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATDRF (Auto Trader Group plc) |
22.93%
Aug 2017 – Aug 2020 |
17.91%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart