Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVHMF (Vistry Group PLC) | -59.18% | -56.62% | -29.21% | -20.28% | -10.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVHMF (Vistry Group PLC) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.93 | -56.62 | -29.21 | -20.28 | -10.71 | NA | NA | … | … | -59.18 | 14.98 | -38.25 | 108.47 | -60.88 | 38.77 | 0.52 | 8.90 | -13.79 | 3.23 | 2.75 | 14.75 | 10.05 | 102.73 | 0.48 |
| Sharpe Ratio | NA | -1.04 | -0.57 | -0.34 | -0.22 | NA | NA | … | … | -1.28 | 0.26 | -0.74 | 1.04 | -1.40 | 1.03 | 0.00 | 0.79 | -0.75 | 1.18 | 1.28 | 0.76 | 0.34 | 1.49 | 1.29 |
| Standard Deviation(%) | NA | 56.23 | 55.06 | 65.31 | 53.77 | NA | NA | … | … | 70.42 | 48.16 | 56.52 | 101.67 | 44.74 | 37.58 | 84.40 | 9.45 | 20.27 | 2.18 | 1.99 | 19.49 | 29.70 | 69.08 | 0.66 |
| Draw Down(%) | NA | 65.69 | 81.96 | 81.96 | 81.96 | NA | NA | … | … | 65.69 | 21.51 | 63.02 | 38.24 | 60.88 | 6.43 | 60.05 | 5.26 | 18.03 | 0.00 | 0.00 | 6.81 | 20.82 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.07 | 2.49 | 5.02 | 3.76 | … | … | 0.00 | 0.00 | 0.00 | 7.18 | 3.83 | 3.28 | 0.00 | 7.84 | 4.98 | 2.89 | 2.70 | 2.57 | 1.67 | 1.59 | 0.48 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVHMF (Vistry Group PLC) |
-28.00%
May 2023 – May 2026 |
-19.47%
May 2021 – May 2026 |
-10.26%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVHMF (Vistry Group PLC) |
37.31%
Sep 2013 – Sep 2016 |
22.96%
Sep 2013 – Sep 2018 |
10.90%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart