Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTVCY (Britvic PLC ADR) | -9.48% | 36.97% | 9.54% | 7.49% | NA | NA | NA | 12.15% |
Data as of 02/11/2025, AR inception is 03/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTVCY (Britvic PLC ADR) | 03/07/2018 | 02/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.66 | 36.97 | 9.54 | 7.49 | NA | NA | NA | 12.15 | -9.48 | 52.43 | 19.11 | -21.73 | 15.41 | -1.41 | 24.24 | 9.42 |
| Sharpe Ratio | NA | 1.15 | 0.19 | 0.14 | NA | NA | NA | 0.24 | -1.50 | 1.93 | 0.70 | -0.68 | 0.54 | -0.03 | 0.69 | 0.45 |
| Standard Deviation(%) | NA | 26.41 | 27.48 | 36.05 | NA | NA | NA | 34.12 | 41.47 | 23.75 | 21.46 | 33.89 | 28.33 | 58.19 | 33.10 | 22.72 |
| Draw Down(%) | NA | 17.65 | 37.67 | 46.71 | NA | NA | NA | 51.35 | 15.25 | 12.28 | 15.00 | 40.62 | 19.84 | 46.71 | 18.11 | 9.93 |
| Yield(%) | 0.00 | 1.11 | 3.05 | 2.91 | 2.70 | 1.80 | 1.35 | 4.49 | 0.00 | 1.14 | 7.13 | 2.74 | 3.02 | 2.43 | 3.92 | 3.91 |
Data as of 02/11/2025, AR inception is 03/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTVCY (Britvic PLC ADR) |
-11.50%
Oct 2019 - Oct 2022 |
0.30%
Feb 2019 - Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTVCY (Britvic PLC ADR) |
16.27%
Sep 2021 - Sep 2024 |
13.30%
Aug 2019 - Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart