Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGROF (The Character Group plc) | NA | 14.46% | -14.16% | 0.48% | -2.59% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGROF (The Character Group plc) | 06/11/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.46 | -14.16 | 0.48 | -2.59 | NA | NA | … | … | 14.11 | 13.54 | -51.18 | -13.43 | 115.88 | -10.16 | -30.37 | 25.48 | -20.90 | 4.76 | 105.83 | 0.00 |
| Sharpe Ratio | NA | 1.50 | -0.60 | -0.05 | -0.14 | NA | NA | … | … | 1.89 | 1.38 | -1.10 | -0.86 | 2.46 | -0.71 | -0.74 | 1.27 | -0.67 | 0.50 | 1.52 | 0.00 |
| Standard Deviation(%) | NA | 7.61 | 29.51 | 32.70 | 29.43 | NA | NA | … | … | 8.85 | 7.20 | 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 | … | … | 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(%) | 0.00 | 12.96 | 5.06 | 6.18 | 3.30 | 4.58 | 3.43 | … | … | 12.92 | 12.07 | 3.46 | 2.61 | 3.11 | 3.49 | 3.73 | 3.78 | 2.36 | 1.86 | 2.58 | 0.00 |
Data as of 09/26/2025, Common starting date 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) |
-21.71%
Dec 2021 – Dec 2024 |
-11.06%
Jul 2019 – Jul 2024 |
-2.59%
Jul 2015 – Jul 2025 |
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 |
4.27%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart