Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKGFY (Berkeley Group Holdings PLC ADR) | -14.56% | -17.21% | -1.16% | -5.67% | 5.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKGFY (Berkeley Group Holdings PLC ADR) | 07/02/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | -17.21 | -1.16 | -5.67 | 5.14 | NA | NA | … | … | -14.56 | 10.49 | -15.56 | 36.12 | -29.51 | 0.06 | 41.81 | 38.12 | -22.03 | 71.79 | -35.52 | 46.40 | -0.93 |
| Sharpe Ratio | NA | -0.69 | -0.15 | -0.29 | 0.10 | NA | NA | … | … | -1.03 | 0.25 | -0.80 | 1.26 | -0.88 | 0.00 | 0.68 | 1.39 | -0.97 | 3.60 | -0.69 | 1.24 | -0.06 |
| Standard Deviation(%) | NA | 33.57 | 28.34 | 29.47 | 34.80 | NA | NA | … | … | 35.88 | 30.94 | 23.86 | 26.02 | 35.38 | 26.26 | 61.08 | 26.45 | 24.30 | 19.89 | 51.63 | 37.45 | 30.59 |
| Draw Down(%) | NA | 32.74 | 39.51 | 50.78 | 50.78 | NA | NA | … | … | 32.74 | 20.56 | 28.42 | 14.98 | 47.15 | 20.71 | 40.92 | 14.48 | 24.97 | 10.24 | 46.14 | 17.53 | 27.27 |
| Yield(%) | 0.00 | 0.00 | 2.82 | 1.86 | 4.28 | 3.76 | 2.82 | … | … | 0.00 | 0.85 | 5.16 | 3.41 | 0.40 | 8.21 | 13.04 | 0.58 | 2.24 | 5.03 | 2.71 | 7.30 | 6.78 |
Data as of 06/04/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKGFY (Berkeley Group Holdings PLC ADR) |
-6.99%
Apr 2023 – Apr 2026 |
-6.38%
Apr 2021 – Apr 2026 |
4.01%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKGFY (Berkeley Group Holdings PLC ADR) |
29.09%
Jan 2017 – Jan 2020 |
24.21%
Jun 2016 – Jun 2021 |
11.04%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart