Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMBYF (Bloomsbury Publishing Plc) | NA | 11.29% | -5.67% | 6.23% | 6.05% | NA | NA | … | … |
Data as of 09/13/2021, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBYF (Bloomsbury Publishing Plc) | 10/18/2010 | 09/13/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.29 | -5.67 | 6.23 | 6.05 | NA | NA | … | … | -19.73 | -30.72 | 32.80 | 12.11 | 3.72 | -10.42 | -20.27 | 9.45 | 44.74 | 32.87 | -21.86 | -6.15 |
| Sharpe Ratio | NA | -0.57 | -0.37 | -0.03 | 0.07 | NA | NA | … | … | -0.67 | -0.55 | 1.12 | 0.26 | 0.15 | -0.49 | -1.25 | 1.58 | 1.93 | 0.90 | -0.84 | -1.33 |
| Standard Deviation(%) | NA | 33.71 | 42.55 | 38.56 | 32.17 | NA | NA | … | … | 40.57 | 56.14 | 28.09 | 41.03 | 20.58 | 21.77 | 16.24 | 5.96 | 23.21 | 36.99 | 26.00 | 20.04 |
| Draw Down(%) | NA | 27.35 | 51.06 | 51.06 | 51.06 | NA | NA | … | … | 27.35 | 39.47 | 6.67 | 22.36 | 11.63 | 20.83 | 20.27 | 0.00 | 0.00 | 7.32 | 29.21 | 8.72 |
| Yield(%) | 0.00 | 11.22 | 3.79 | 5.17 | 4.69 | 2.82 | 2.12 | … | … | 10.48 | 0.51 | 4.00 | 3.77 | 4.05 | 3.54 | 3.49 | 3.89 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/13/2021, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBYF (Bloomsbury Publishing Plc) |
-8.64%
Jun 2018 – Jun 2021 |
-1.82%
May 2015 – May 2020 |
3.56%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBYF (Bloomsbury Publishing Plc) |
30.12%
Jan 2017 – Jan 2020 |
14.25%
Jun 2013 – Jun 2018 |
6.05%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart