Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCS (Barclays PLC) | 44.58% | 65.76% | 42.15% | 30.67% | 4.02% | 4.74% | 0.33% | 6.18% |
Data as of 07/18/2025, AR inception is 09/09/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCS (Barclays PLC) | 09/09/1986 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.61 | 65.76 | 42.15 | 30.67 | 4.02 | 4.74 | 0.33 | 6.18 | 44.58 | 76.26 | 5.97 | -21.86 | 31.71 | -12.73 | 31.98 | -29.24 | 0.45 | -12.81 | -11.42 | -13.85 | 25.99 | 61.92 | -31.94 | -4.72 | 80.16 | -73.56 | -27.22 | 44.09 | -3.94 | 31.07 | 54.88 | -23.67 | 7.64 | 15.94 | 27.92 | -17.57 | 58.82 | 51.93 | 18.30 | 1.32 | 62.37 | -16.96 | -0.88 | 6.89 | 26.50 | -13.33 | 9.76 | 0.41 |
| Sharpe Ratio | NA | 1.74 | 1.13 | 0.78 | 0.07 | NA | NA | 0.09 | 2.41 | 2.26 | 0.05 | -0.57 | 0.98 | -0.20 | 1.15 | -1.17 | -0.01 | -0.26 | -0.41 | -0.53 | 0.91 | 1.42 | -0.51 | -0.10 | 0.63 | -0.78 | -0.83 | 2.11 | -0.36 | 1.41 | 1.67 | -0.58 | 0.13 | 0.25 | 0.67 | -0.51 | 1.88 | 2.46 | 0.59 | -0.06 | 1.99 | -0.49 | -0.15 | 0.05 | 0.89 | -0.67 | 0.15 | -0.12 |
| Standard Deviation(%) | NA | 35.88 | 34.39 | 36.73 | 38.60 | NA | NA | 43.22 | 39.33 | 30.78 | 33.59 | 41.23 | 32.26 | 65.88 | 26.60 | 26.16 | 23.22 | 50.81 | 27.65 | 26.04 | 28.61 | 44.03 | 62.96 | 50.59 | 127.79 | 94.89 | 36.37 | 19.43 | 16.94 | 21.42 | 32.37 | 42.73 | 42.18 | 46.86 | 37.11 | 41.19 | 29.24 | 19.49 | 24.44 | 26.27 | 30.12 | 38.88 | 30.98 | 31.08 | 23.34 | 26.95 | 37.87 | 20.22 |
| Draw Down(%) | NA | 21.91 | 30.00 | 48.11 | 75.08 | NA | NA | 94.39 | 21.91 | 12.10 | 30.00 | 48.11 | 18.16 | 59.09 | 24.08 | 41.00 | 20.20 | 44.62 | 28.25 | 28.56 | 15.90 | 42.41 | 59.79 | 32.72 | 72.01 | 80.82 | 33.11 | 15.27 | 16.73 | 14.62 | 16.85 | 38.41 | 34.09 | 21.66 | 19.69 | 53.49 | 19.62 | 16.83 | 9.95 | 21.57 | 12.68 | 32.08 | 31.94 | 27.46 | 19.01 | 29.43 | 29.38 | 14.52 |
| Yield(%) | 0.00 | 3.60 | 5.30 | 5.37 | 1.72 | 2.02 | 1.67 | 9.86 | 2.08 | 5.25 | 4.82 | 3.07 | 2.16 | 3.20 | 4.66 | 2.19 | 1.34 | 1.93 | 2.69 | 2.40 | 2.28 | 3.29 | 2.12 | 1.54 | 0.71 | 6.64 | 4.27 | 4.63 | 4.07 | 4.41 | 5.19 | 3.38 | 3.05 | 3.12 | 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 07/18/2025, AR inception is 09/09/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCS (Barclays PLC) |
-49.27%
Feb 2006 - Feb 2009 |
-29.36%
Feb 2004 - Feb 2009 |
-12.26%
Jun 2006 - Jun 2016 |
-9.87%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCS (Barclays PLC) |
47.36%
Jan 1995 - Jan 1998 |
36.49%
Feb 1993 - Feb 1998 |
20.21%
Apr 1992 - Apr 2002 |
19.43%
Mar 1992 - Mar 2007 |
Annualized Rolling Returns Comparison Chart