Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGROF (The Character Group plc) | 11.97% | 12.32% | -15.97% | -0.79% | -3.21% | NA | NA | 3.66% |
Data as of 07/18/2025, AR inception is 06/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGROF (The Character Group plc) | 06/11/2014 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.32 | -15.97 | -0.79 | -3.21 | NA | NA | 3.66 | 11.97 | 8.56 | -51.18 | -13.43 | 115.88 | -10.16 | -30.37 | 25.48 | -20.90 | 4.76 | 105.83 | 0.00 |
| Sharpe Ratio | NA | 1.59 | -0.66 | -0.09 | -0.16 | NA | NA | 0.06 | 2.07 | 0.87 | -1.10 | -0.86 | 2.46 | -0.71 | -0.74 | 1.27 | -0.67 | 0.50 | 1.52 | 0.00 |
| Standard Deviation(%) | NA | 7.16 | 29.31 | 32.58 | 29.37 | NA | NA | 34.89 | 8.84 | 5.68 | 50.01 | 17.43 | 47.15 | 14.61 | 42.80 | 19.09 | 32.30 | 9.18 | 69.61 | NA |
| Draw Down(%) | NA | 0.00 | 52.13 | 58.36 | 58.36 | NA | NA | 58.36 | 0.00 | 0.00 | 52.13 | 15.86 | 0.00 | 13.33 | 40.13 | 0.00 | 21.78 | 5.91 | 0.00 | 0.00 |
| Yield(%) | 1.22 | 9.91 | 3.91 | 5.12 | 2.96 | 4.12 | 3.09 | 5.62 | 9.88 | 7.75 | 3.48 | 2.61 | 3.11 | 3.49 | 3.73 | 3.78 | 2.36 | 1.86 | 2.58 | 0.00 |
Data as of 07/18/2025, AR inception is 06/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGROF (The Character Group plc) |
-22.87%
Dec 2021 - Dec 2024 |
-11.85%
Jul 2019 - Jul 2024 |
2.83%
Jul 2014 - Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGROF (The Character Group plc) |
29.52%
Sep 2014 - Sep 2017 |
19.96%
Jul 2014 - Jul 2019 |
3.66%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart