Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTVCF (Britvic plc) | 1.90% | 62.90% | 15.33% | 9.30% | 7.61% | NA | NA | 15.24% |
Data as of 01/23/2025, AR inception is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTVCF (Britvic plc) | 08/06/2012 | 01/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 62.90 | 15.33 | 9.30 | 7.61 | NA | NA | 15.24 | 1.90 | 53.64 | 19.35 | -27.74 | 21.24 | -2.65 | 17.25 | -0.84 | 59.79 | -35.86 | 9.69 | 16.98 | 42.35 | 58.13 |
| Sharpe Ratio | NA | 1.57 | 0.18 | 0.14 | 0.15 | NA | NA | 0.35 | 4.24 | 1.32 | 0.52 | -0.39 | 0.50 | -0.05 | 0.65 | -0.09 | 3.12 | -0.89 | 1.72 | 0.71 | 1.54 | 4.32 |
| Standard Deviation(%) | NA | 37.70 | 51.57 | 52.48 | 41.24 | NA | NA | 39.40 | 7.99 | 37.82 | 30.40 | 75.47 | 42.50 | 62.87 | 24.27 | 24.13 | 19.06 | 40.53 | 5.60 | 23.82 | 27.53 | 50.27 |
| Draw Down(%) | NA | 10.26 | 41.82 | 44.87 | 45.33 | NA | NA | 45.33 | 0.00 | 10.26 | 15.28 | 43.51 | 19.76 | 38.84 | 14.30 | 17.58 | 5.43 | 39.00 | 0.00 | 15.80 | 12.88 | 2.25 |
| Yield(%) | 1.87 | 4.11 | 2.58 | 2.35 | 3.02 | 6.05 | 4.53 | 7.56 | 1.87 | 1.12 | 1.05 | 2.85 | 2.03 | 2.36 | 3.82 | 3.39 | 4.93 | 2.85 | 3.58 | 3.95 | 4.41 | 2.73 |
Data as of 01/23/2025, AR inception is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTVCF (Britvic plc) |
-14.49%
Oct 2019 - Oct 2022 |
-1.82%
Oct 2017 - Oct 2022 |
1.42%
May 2014 - May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTVCF (Britvic plc) |
30.27%
Oct 2016 - Oct 2019 |
17.00%
Dec 2016 - Dec 2021 |
8.99%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart