Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLWYF (Bellway p.l.c) | NA | 5.73% | 6.20% | 7.65% | 5.39% | NA | NA | … | … |
Data as of 05/14/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLWYF (Bellway p.l.c) | 06/19/2012 | 05/14/2025 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.73 | 6.20 | 7.65 | 5.39 | NA | NA | … | … | -12.73 | 30.73 | 83.60 | -53.14 | 5.03 | -6.00 | 50.08 | -31.78 | 63.37 | -16.64 | 41.87 | 7.85 | 47.31 | 43.16 |
| Sharpe Ratio | NA | 0.03 | 0.04 | 0.10 | 0.08 | NA | NA | … | … | -0.05 | 0.69 | 1.12 | -0.79 | 0.20 | -0.09 | 1.32 | -1.25 | 1.31 | -0.57 | 1.56 | 0.62 | 1.94 | 3.10 |
| Standard Deviation(%) | NA | 82.29 | 70.89 | 58.49 | 51.48 | NA | NA | … | … | 536.04 | 39.63 | 71.41 | 69.15 | 24.72 | 68.87 | 36.74 | 26.57 | 48.07 | 29.32 | 26.76 | 12.63 | 24.41 | 31.40 |
| Draw Down(%) | NA | 34.88 | 46.51 | 61.51 | 61.51 | NA | NA | … | … | 34.88 | 20.06 | 26.83 | 55.58 | 13.36 | 47.84 | 0.00 | 32.49 | 2.20 | 26.29 | 3.19 | 7.48 | 1.12 | 0.00 |
| Yield(%) | 0.00 | 0.47 | 2.88 | 3.14 | 3.57 | 6.46 | 4.84 | … | … | 0.00 | 0.51 | 7.65 | 3.35 | 2.87 | 1.14 | 4.92 | 3.08 | 4.16 | 2.97 | 2.93 | 2.09 | 2.78 | 1.88 |
Data as of 05/14/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLWYF (Bellway p.l.c) |
-24.02%
Nov 2019 – Nov 2022 |
-14.80%
Nov 2017 – Nov 2022 |
3.81%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLWYF (Bellway p.l.c) |
46.04%
Jul 2012 – Jul 2015 |
29.53%
Nov 2012 – Nov 2017 |
13.70%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart