Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTLCY (British Land Company) | -3.67% | 5.21% | 13.19% | -1.51% | -1.10% | 1.54% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTLCY (British Land Company) | 01/31/2008 | 06/05/2026 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | 5.21 | 13.19 | -1.51 | -1.10 | 1.54 | NA | … | … | -3.67 | 29.01 | -5.60 | 10.41 | -30.66 | 16.39 | -20.27 | 37.65 | -26.88 | 26.33 | -20.88 | 0.39 | 23.76 | 16.33 | 38.80 | -10.54 | 7.74 | 33.99 | -60.76 |
| Sharpe Ratio | NA | 0.16 | 0.40 | -0.10 | -0.08 | NA | NA | … | … | -0.19 | 0.96 | -0.36 | 0.19 | -0.86 | 0.56 | -0.38 | 1.30 | -1.15 | 1.33 | -0.44 | 0.01 | 1.15 | 0.67 | 1.24 | -0.24 | 0.20 | 0.45 | -0.99 |
| Standard Deviation(%) | NA | 26.84 | 29.41 | 31.00 | 34.46 | NA | NA | … | … | 29.49 | 27.21 | 25.56 | 35.11 | 37.48 | 29.24 | 54.33 | 27.75 | 24.72 | 19.36 | 48.27 | 27.08 | 20.58 | 24.29 | 31.44 | 44.66 | 38.31 | 75.70 | 65.21 |
| Draw Down(%) | NA | 21.12 | 31.54 | 52.60 | 57.37 | NA | NA | … | … | 21.12 | 19.23 | 27.94 | 38.10 | 52.60 | 13.04 | 55.67 | 29.36 | 30.67 | 10.96 | 35.80 | 16.97 | 13.40 | 14.57 | 12.44 | 30.62 | 25.17 | 43.39 | 64.63 |
| Yield(%) | 0.00 | 5.76 | 6.75 | 3.77 | 3.67 | 4.23 | 2.16 | … | … | 0.00 | 6.86 | 5.81 | 5.71 | 3.83 | 5.41 | 2.29 | 6.04 | 4.26 | 4.82 | 11.41 | 3.67 | 4.28 | 4.40 | 6.99 | 5.24 | 5.00 | 17.81 | 2.50 |
Data as of 06/05/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTLCY (British Land Company) |
-16.62%
Oct 2019 – Oct 2022 |
-14.27%
Mar 2015 – Mar 2020 |
-4.59%
Oct 2013 – Oct 2023 |
-2.11%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTLCY (British Land Company) |
27.33%
May 2012 – May 2015 |
22.82%
Mar 2009 – Mar 2014 |
10.77%
Mar 2009 – Mar 2019 |
5.50%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart