Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTDPY (Barratt Developments PLC) | -31.37% | -38.07% | -11.53% | -14.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTDPY (Barratt Developments PLC) | 06/22/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | -38.07 | -11.53 | -14.80 | NA | NA | NA | … | … | -31.37 | -2.80 | -18.51 | 62.16 | -47.99 | 15.59 | -8.59 | 77.19 | -22.01 | 63.21 | -27.79 |
| Sharpe Ratio | NA | -1.25 | -0.45 | -0.51 | NA | NA | NA | … | … | -1.63 | -0.17 | -0.78 | 1.86 | -1.19 | 0.54 | -0.14 | 1.30 | -0.54 | 1.75 | -0.57 |
| Standard Deviation(%) | NA | 33.89 | 32.30 | 33.86 | NA | NA | NA | … | … | 38.06 | 33.84 | 28.54 | 31.75 | 41.66 | 28.75 | 64.77 | 58.17 | 43.55 | 35.92 | 81.19 |
| Draw Down(%) | NA | 48.23 | 51.63 | 62.83 | NA | NA | NA | … | … | 41.13 | 28.43 | 28.72 | 22.10 | 61.75 | 20.15 | 62.62 | 17.93 | 35.38 | 0.00 | 47.65 |
| Yield(%) | 0.00 | 3.85 | 4.53 | 3.13 | 4.64 | 3.09 | 2.32 | … | … | 1.30 | 4.39 | 3.03 | 8.39 | 4.41 | 4.63 | 1.23 | 9.98 | 6.64 | 9.40 | 3.59 |
Data as of 06/04/2026, Common starting date is 06/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTDPY (Barratt Developments PLC) |
-18.09%
Dec 2019 – Dec 2022 |
-15.38%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTDPY (Barratt Developments PLC) |
32.50%
Jan 2017 – Jan 2020 |
21.40%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart