Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTSGY (BTS Group Holdings PCL ADR) | 0.00% | 0.00% | -48.83% | -36.78% | -16.45% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTSGY (BTS Group Holdings PCL ADR) | 10/16/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -48.83 | -36.78 | -16.45 | NA | NA | … | … | 0.00 | -85.28 | 0.00 | -7.20 | -18.28 | -8.04 | -15.41 | 68.61 | 13.98 | 11.39 | -5.33 | -3.94 | 1.35 | -0.83 |
| Sharpe Ratio | NA | 0.00 | -0.52 | -0.39 | -0.20 | NA | NA | … | … | 0.00 | -0.52 | 0.00 | -0.37 | -0.59 | -0.06 | -0.22 | 1.86 | 0.43 | 0.08 | -0.18 | -0.10 | 0.02 | -0.05 |
| Standard Deviation(%) | NA | 168.51 | 99.56 | 101.64 | 88.43 | NA | NA | … | … | 0.00 | 171.12 | NA | 30.80 | 29.39 | 164.89 | 69.68 | 36.09 | 29.41 | 140.42 | 31.40 | 38.16 | 65.11 | 84.99 |
| Draw Down(%) | NA | 0.00 | 86.60 | 89.90 | 91.70 | NA | NA | … | … | 0.00 | 85.28 | 0.00 | 13.17 | 21.86 | 65.77 | 43.25 | 8.57 | 14.19 | 53.00 | 18.46 | 24.28 | 31.54 | 27.62 |
| Yield(%) | 0.00 | 0.00 | 0.65 | 1.59 | 3.62 | 3.21 | 2.41 | … | … | 0.00 | 0.00 | 0.00 | 3.88 | 4.20 | 2.99 | 4.31 | 5.08 | 4.49 | 4.22 | 7.52 | 6.47 | 4.44 | 3.79 |
Data as of 06/03/2026, Common starting date is 10/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSGY (BTS Group Holdings PCL ADR) |
-52.52%
Aug 2022 – Aug 2025 |
-38.46%
Apr 2020 – Apr 2025 |
-17.48%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSGY (BTS Group Holdings PCL ADR) |
40.02%
Apr 2017 – Apr 2020 |
25.25%
Jun 2017 – Jun 2022 |
2.60%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart