Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTDPF (Barratt Developments plc) | -30.00% | -27.31% | -13.29% | -15.65% | -3.18% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTDPF (Barratt Developments plc) | 08/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.31 | -13.29 | -15.65 | -3.18 | NA | NA | … | … | -30.00 | -7.23 | -26.33 | 61.28 | -46.97 | 18.52 | -1.51 | 78.38 | -27.14 | 65.81 | -36.20 | 62.33 | 8.80 | 65.94 | 61.21 |
| Sharpe Ratio | NA | -0.60 | -0.47 | -0.42 | -0.10 | NA | NA | … | … | -1.10 | -0.25 | -1.17 | 1.62 | -0.90 | 0.43 | -0.02 | 2.29 | -0.76 | 2.91 | -0.59 | 2.11 | 0.41 | 2.26 | 5.80 |
| Standard Deviation(%) | NA | 49.54 | 38.65 | 43.56 | 48.77 | NA | NA | … | … | 55.15 | 40.96 | 28.31 | 35.66 | 53.95 | 42.95 | 86.08 | 33.60 | 37.42 | 22.48 | 61.71 | 29.50 | 21.48 | 29.14 | 40.21 |
| Draw Down(%) | NA | 48.15 | 54.14 | 61.86 | 62.55 | NA | NA | … | … | 40.48 | 25.04 | 26.33 | 25.31 | 61.29 | 26.03 | 57.29 | 6.06 | 32.16 | 8.84 | 49.94 | 11.90 | 15.85 | 6.52 | 7.13 |
| Yield(%) | 0.00 | 3.33 | 3.22 | 2.52 | 4.25 | 13.68 | 10.26 | … | … | 0.00 | 4.33 | 0.74 | 8.30 | 3.81 | 3.66 | 2.50 | 9.86 | 6.81 | 9.82 | 4.08 | 7.00 | 3.17 | 1.16 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTDPF (Barratt Developments plc) |
-17.36%
Oct 2019 – Oct 2022 |
-17.07%
Apr 2021 – Apr 2026 |
-3.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTDPF (Barratt Developments plc) |
59.51%
Sep 2012 – Sep 2015 |
29.19%
Sep 2012 – Sep 2017 |
10.88%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart