Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTGOF (BT Group plc) | 15.06% | 20.61% | 22.86% | 7.18% | -2.82% | 3.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTGOF (BT Group plc) | 04/06/2010 | 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 (%) | -1.79 | 20.61 | 22.86 | 7.18 | -2.82 | 3.24 | NA | … | … | 15.06 | 40.16 | 18.37 | 25.74 | -36.75 | 29.80 | -29.37 | -6.54 | -8.56 | -15.59 | -35.05 | 16.95 | 1.59 | 71.61 | 30.80 | 12.63 | 49.22 |
| Sharpe Ratio | NA | 0.76 | 0.51 | 0.17 | -0.07 | NA | NA | … | … | 1.35 | 0.88 | 0.35 | 0.53 | -0.86 | 0.71 | -0.62 | -0.07 | -0.11 | -0.34 | -0.93 | 0.63 | 0.07 | 2.91 | 1.44 | 0.44 | 2.09 |
| Standard Deviation(%) | NA | 43.88 | 44.50 | 43.84 | 59.96 | NA | NA | … | … | 53.25 | 42.57 | 42.13 | 42.21 | 44.51 | 41.94 | 47.39 | 107.10 | 93.21 | 48.14 | 38.09 | 26.72 | 21.96 | 24.60 | 21.51 | 28.96 | 33.94 |
| Draw Down(%) | NA | 23.10 | 27.41 | 52.38 | 75.32 | NA | NA | … | … | 11.95 | 23.10 | 20.62 | 31.29 | 50.05 | 35.54 | 51.55 | 49.35 | 45.87 | 33.68 | 37.74 | 18.70 | 12.43 | 6.17 | 15.68 | 22.70 | 11.89 |
| Yield(%) | 0.00 | 4.60 | 5.89 | 3.51 | 2.09 | 4.08 | 5.58 | … | … | 0.00 | 6.25 | 6.43 | 7.07 | 4.02 | 1.70 | 0.00 | 8.33 | 5.71 | 4.77 | 2.56 | 3.55 | 3.17 | 3.46 | 2.93 | 3.33 | 4.28 |
Data as of 06/04/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTGOF (BT Group plc) |
-26.37%
May 2016 – May 2019 |
-24.99%
Jul 2015 – Jul 2020 |
-10.91%
Feb 2014 – Feb 2024 |
3.41%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTGOF (BT Group plc) |
41.45%
May 2010 – May 2013 |
34.09%
May 2010 – May 2015 |
2.46%
Jun 2011 – Jun 2021 |
6.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart