Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFBF (Balfour Beatty plc) | 8.80% | 50.68% | 33.22% | 21.31% | 13.36% | 6.96% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFBF (Balfour Beatty plc) | 04/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.70 | 50.68 | 33.22 | 21.31 | 13.36 | 6.96 | NA | … | … | 8.80 | 84.76 | 32.78 | -0.06 | 37.89 | -3.44 | -6.15 | 13.34 | -16.84 | 15.88 | -13.61 | 21.12 | -20.09 | -0.10 | 18.31 | -13.56 | 8.67 |
| Sharpe Ratio | NA | 2.50 | 0.91 | 0.64 | 0.33 | NA | NA | … | … | 2.37 | 2.56 | 0.59 | -0.14 | 0.91 | -0.05 | -0.13 | 0.32 | -0.65 | 0.59 | -0.30 | 0.74 | -0.45 | -0.01 | 0.66 | -0.44 | 0.30 |
| Standard Deviation(%) | NA | 28.83 | 36.45 | 35.22 | 40.44 | NA | NA | … | … | 31.13 | 32.16 | 49.71 | 27.07 | 40.12 | 63.11 | 50.92 | 37.46 | 28.04 | 25.78 | 45.55 | 28.47 | 45.00 | 27.73 | 27.82 | 30.98 | 38.54 |
| Draw Down(%) | NA | 8.03 | 24.82 | 33.21 | 43.58 | NA | NA | … | … | 8.03 | 12.95 | 16.32 | 24.82 | 22.46 | 29.06 | 36.31 | 37.10 | 29.88 | 12.00 | 32.05 | 13.42 | 48.76 | 26.60 | 15.21 | 35.97 | 27.55 |
| Yield(%) | 0.00 | 2.74 | 2.89 | 3.04 | 2.50 | 1.99 | 2.00 | … | … | 1.39 | 3.29 | 1.24 | 3.18 | 3.90 | 2.47 | 1.23 | 2.22 | 1.30 | 1.18 | 0.26 | 0.00 | 6.02 | 4.80 | 4.48 | 3.13 | 2.86 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFBF (Balfour Beatty plc) |
-11.28%
Mar 2014 – Mar 2017 |
-8.16%
Jun 2011 – Jun 2016 |
-2.39%
Oct 2010 – Oct 2020 |
5.88%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFBF (Balfour Beatty plc) |
40.23%
May 2023 – May 2026 |
30.49%
Oct 2020 – Oct 2025 |
15.04%
May 2016 – May 2026 |
8.53%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart