Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTAFF (British American Tobacco p.l.c) | 5.51% | 38.19% | 34.53% | 18.09% | 11.04% | 10.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTAFF (British American Tobacco p.l.c) | 04/27/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.48 | 38.19 | 34.53 | 18.09 | 11.04 | 10.69 | NA | … | … | 5.51 | 79.58 | 31.78 | -20.23 | 15.34 | 4.38 | -1.42 | 38.10 | -48.64 | 76.24 | 5.91 | 8.02 | 5.74 | 8.71 | 11.58 | 25.44 | 15.96 |
| Sharpe Ratio | NA | 0.81 | 0.70 | 0.42 | 0.25 | NA | NA | … | … | 0.19 | 1.57 | 0.77 | -0.88 | 0.43 | 0.18 | -0.03 | 1.18 | -1.44 | 1.78 | 0.25 | 0.39 | 0.33 | 0.56 | 0.64 | 1.07 | 1.02 |
| Standard Deviation(%) | NA | 48.87 | 42.87 | 37.70 | 37.60 | NA | NA | … | … | 56.80 | 49.23 | 36.45 | 27.37 | 32.47 | 24.54 | 48.21 | 31.11 | 34.73 | 42.66 | 23.10 | 20.61 | 17.28 | 15.45 | 18.06 | 23.71 | 23.42 |
| Draw Down(%) | NA | 15.08 | 15.08 | 31.87 | 57.08 | NA | NA | … | … | 13.39 | 15.08 | 12.26 | 26.05 | 21.67 | 16.07 | 41.35 | 17.70 | 54.02 | 14.83 | 18.27 | 11.09 | 13.51 | 11.56 | 10.96 | 11.10 | 15.48 |
| Yield(%) | 0.00 | 8.34 | 10.30 | 7.85 | 7.71 | 8.37 | 8.55 | … | … | 1.44 | 10.34 | 10.28 | 7.25 | 7.01 | 7.70 | 6.27 | 7.98 | 2.90 | 38.54 | 3.59 | 4.74 | 5.10 | 3.02 | 3.50 | 3.46 | 0.98 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTAFF (British American Tobacco p.l.c) |
-16.43%
Oct 2017 – Oct 2020 |
-4.61%
Sep 2017 – Sep 2022 |
2.69%
Apr 2014 – Apr 2024 |
10.46%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTAFF (British American Tobacco p.l.c) |
34.84%
May 2023 – May 2026 |
22.50%
Feb 2021 – Feb 2026 |
12.89%
Feb 2016 – Feb 2026 |
12.23%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart