Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BURBY (Burberry Group Plc) | -10.97% | 3.20% | -15.13% | -10.79% | 2.12% | -0.08% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURBY (Burberry Group Plc) | 09/08/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.83 | 3.20 | -15.13 | -10.79 | 2.12 | -0.08 | NA | … | … | -10.97 | 41.06 | -29.71 | -23.60 | 2.16 | 3.47 | -17.08 | 36.24 | -6.52 | 34.38 | 8.91 | -28.86 | 0.48 | 26.65 | 12.37 | 7.23 | 92.18 | 10.00 |
| Sharpe Ratio | NA | 0.39 | -0.38 | -0.29 | 0.02 | NA | NA | … | … | -0.34 | 0.80 | -0.70 | -0.85 | 0.02 | 0.10 | -0.34 | 1.11 | -0.25 | 1.45 | 0.25 | -1.03 | 0.02 | 1.00 | 0.30 | 0.15 | 3.22 | 0.74 |
| Standard Deviation(%) | NA | 41.37 | 44.45 | 41.15 | 38.27 | NA | NA | … | … | 42.98 | 47.95 | 47.41 | 32.38 | 38.25 | 32.93 | 50.98 | 31.28 | 32.02 | 23.30 | 35.27 | 27.92 | 21.81 | 26.57 | 41.56 | 47.58 | 28.60 | 47.55 |
| Draw Down(%) | NA | 27.68 | 72.24 | 75.07 | 75.07 | NA | NA | … | … | 27.28 | 46.78 | 56.12 | 43.25 | 34.76 | 27.04 | 59.52 | 19.25 | 29.43 | 13.67 | 34.02 | 41.60 | 13.29 | 14.83 | 36.10 | 34.80 | 9.71 | 8.98 |
| Yield(%) | 0.00 | 0.00 | 1.64 | 1.76 | 3.11 | 2.13 | 4.19 | … | … | 0.00 | 0.00 | 3.09 | 3.14 | 2.63 | 3.02 | 0.00 | 2.50 | 2.28 | 2.88 | 3.08 | 2.21 | 0.76 | 2.28 | 2.08 | 1.97 | 3.10 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURBY (Burberry Group Plc) |
-26.85%
Aug 2021 – Aug 2024 |
-17.40%
Aug 2019 – Aug 2024 |
-7.19%
Apr 2015 – Apr 2025 |
-0.01%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURBY (Burberry Group Plc) |
33.33%
Jan 2010 – Jan 2013 |
26.51%
Feb 2010 – Feb 2015 |
14.60%
Dec 2009 – Dec 2019 |
5.29%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart