Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRLAF (British Land Company Plc) | 28.30% | 25.45% | 2.41% | 9.97% | -4.57% | NA | NA | 0.46% |
Data as of 05/19/2025, AR inception is 04/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRLAF (British Land Company Plc) | 04/08/2011 | 05/19/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.33 | 25.45 | 2.41 | 9.97 | -4.57 | NA | NA | 0.46 | 28.30 | -11.11 | 10.62 | -30.87 | 15.68 | -15.00 | 27.88 | -21.23 | 16.19 | -29.27 | 4.98 | 18.55 | 19.34 | 19.07 | -15.10 |
| Sharpe Ratio | NA | 0.33 | -0.02 | 0.17 | -0.15 | NA | NA | -0.01 | 0.63 | -0.40 | 0.16 | -0.67 | 0.46 | -0.24 | 0.76 | -1.01 | 0.98 | -0.69 | 0.23 | 1.23 | 0.80 | 1.12 | -0.86 |
| Standard Deviation(%) | NA | 67.39 | 47.63 | 46.41 | 40.93 | NA | NA | 36.08 | 142.92 | 44.78 | 40.39 | 48.30 | 33.71 | 64.01 | 34.87 | 22.45 | 15.98 | 43.00 | 21.46 | 15.11 | 24.11 | 17.20 | 23.24 |
| Draw Down(%) | NA | 29.13 | 43.68 | 51.53 | 66.56 | NA | NA | 66.56 | 15.84 | 29.13 | 34.11 | 51.55 | 15.34 | 54.18 | 28.24 | 29.29 | 11.31 | 39.49 | 12.91 | 8.29 | 11.37 | 6.96 | 22.62 |
| Yield(%) | 0.00 | 6.46 | 4.85 | 6.32 | 2.23 | 3.17 | 2.38 | 3.40 | 0.00 | 5.87 | 6.07 | 4.06 | 7.09 | 2.39 | 5.53 | 3.58 | 3.87 | 3.06 | 2.84 | 4.41 | 3.28 | 3.27 | 1.53 |
Data as of 05/19/2025, AR inception is 04/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRLAF (British Land Company Plc) |
-15.58%
Oct 2019 - Oct 2022 |
-17.28%
Mar 2015 - Mar 2020 |
-5.39%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRLAF (British Land Company Plc) |
25.25%
Jun 2012 - Jun 2015 |
10.64%
Apr 2020 - Apr 2025 |
4.14%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart