Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBBYF (Virgin Money UK PLC) | NA | 37.64% | 3.07% | -7.46% | NA | NA | NA | -6.88% |
Data as of 03/02/2022, AR inception is 10/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBBYF (Virgin Money UK PLC) | 10/05/2016 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.67 | 37.64 | 3.07 | -7.46 | NA | NA | NA | -6.88 | -13.67 | 124.19 | -8.15 | -38.64 | -36.42 | -4.16 | 3.14 |
| Sharpe Ratio | NA | 0.83 | 0.03 | -0.12 | NA | NA | NA | -0.10 | -1.64 | 2.28 | -0.06 | -0.64 | -0.85 | -1.13 | 2.14 |
| Standard Deviation(%) | NA | 44.68 | 91.45 | 73.58 | NA | NA | NA | 70.80 | 36.44 | 54.55 | 133.85 | 62.20 | 44.55 | 4.25 | 6.34 |
| Draw Down(%) | NA | 13.67 | 77.68 | 85.46 | NA | NA | NA | 85.46 | 13.67 | 0.00 | 73.95 | 51.79 | 48.84 | 4.16 | 0.00 |
| Yield(%) | 0.00 | 0.57 | 0.15 | 0.28 | 0.15 | 0.10 | 0.07 | 0.29 | 0.36 | 0.00 | 0.00 | 1.41 | 0.29 | 0.00 | 0.00 |
Data as of 03/02/2022, AR inception is 10/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBYF (Virgin Money UK PLC) |
-39.78%
Mar 2017 - Mar 2020 |
-4.77%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBYF (Virgin Money UK PLC) |
8.62%
Dec 2018 - Dec 2021 |
-4.70%
Feb 2017 - Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart