Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BYPLF (Bodycote plc) 13.63% 44.41% 7.16% 0.32% 4.93% NA NA
Data as of 06/03/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
Name Start Date End Date
BYPLF (Bodycote plc) 08/14/2012 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 2012
Annualized Return (%) 0.00 44.41 7.16 0.32 4.93 NA NA 13.63 17.00 8.12 9.39 -44.62 41.24 -20.27 40.76 -19.46 56.43 7.48 -17.25 37.45 36.72 6.62
Sharpe Ratio NA 1.52 0.15 -0.07 0.09 NA NA 1.29 0.45 0.19 0.25 -0.90 2.73 -0.28 1.76 -0.70 2.36 0.27 -0.46 1.42 1.21 2.12
Standard Deviation(%) NA 27.51 26.48 32.05 36.29 NA NA 26.42 31.63 23.50 22.69 51.60 15.10 73.74 22.31 29.74 23.79 26.48 37.95 26.40 30.32 8.82
Draw Down(%) NA 5.57 25.46 56.33 56.33 NA NA 5.57 18.57 24.40 17.53 56.33 2.60 50.20 4.39 30.85 6.94 19.70 34.73 0.00 8.48 0.00
Yield(%) 0.00 4.49 3.43 2.52 3.97 6.15 4.61 2.51 3.99 3.95 3.88 1.92 3.68 2.79 5.35 4.88 2.65 4.56 5.74 5.72 3.37 1.12
Data as of 06/03/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BYPLF (Bodycote plc) -16.18%
Sep 2019 – Sep 2022
-11.00%
Sep 2017 – Sep 2022
-1.20%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BYPLF (Bodycote plc) 28.38%
Sep 2012 – Sep 2015
22.72%
Sep 2012 – Sep 2017
6.75%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return