Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCLYF (Barclays PLC) | -1.65% | 45.72% | 51.98% | 23.65% | 13.87% | 5.69% | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCLYF (Barclays PLC) | 02/17/2009 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 45.72 | 51.98 | 23.65 | 13.87 | 5.69 | NA | … | … | -1.65 | 97.42 | 77.50 | 7.23 | -22.37 | 33.69 | -14.68 | 29.45 | -29.09 | 3.36 | -13.73 | -10.08 | -17.43 | 7.95 | 66.98 | -33.58 | -5.81 | 181.05 |
| Sharpe Ratio | NA | 1.00 | 1.05 | 0.42 | 0.23 | NA | NA | … | … | -0.12 | 2.06 | 1.72 | 0.07 | -0.42 | 0.73 | -0.19 | 0.57 | -0.81 | 0.07 | -0.23 | -0.28 | -0.50 | 0.23 | 1.25 | -0.51 | -0.11 | 1.52 |
| Standard Deviation(%) | NA | 43.08 | 46.37 | 48.35 | 51.59 | NA | NA | … | … | 50.34 | 46.10 | 42.98 | 50.60 | 56.44 | 46.34 | 79.08 | 48.88 | 37.72 | 38.07 | 60.50 | 36.64 | 34.67 | 34.28 | 54.10 | 65.59 | 54.54 | 148.08 |
| Draw Down(%) | NA | 27.69 | 27.69 | 48.35 | 68.76 | NA | NA | … | … | 27.69 | 23.79 | 15.33 | 30.74 | 48.35 | 21.48 | 62.38 | 26.58 | 42.86 | 21.97 | 44.89 | 30.63 | 30.64 | 21.27 | 43.77 | 58.60 | 34.47 | 55.67 |
| Yield(%) | 0.00 | 2.70 | 5.55 | 3.87 | 3.40 | 2.02 | 4.46 | … | … | 1.20 | 3.33 | 5.33 | 4.77 | 3.18 | 2.15 | 3.24 | 4.92 | 2.19 | 1.06 | 1.90 | 3.00 | 2.70 | 2.32 | 3.40 | 1.44 | 1.08 | 0.65 |
Data as of 06/12/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCLYF (Barclays PLC) |
-21.77%
Aug 2009 – Aug 2012 |
-19.31%
Jul 2015 – Jul 2020 |
-11.38%
Mar 2010 – Mar 2020 |
-2.13%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCLYF (Barclays PLC) |
57.15%
Sep 2022 – Sep 2025 |
37.18%
Sep 2020 – Sep 2025 |
13.54%
Feb 2016 – Feb 2026 |
6.07%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart