Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COIHF (Croda International Plc) | 3.73% | -14.52% | -15.79% | -6.27% | 1.51% | 9.39% | NA | 10.35% |
Data as of 07/02/2025, AR inception is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COIHF (Croda International Plc) | 04/06/2010 | 07/02/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.52 | -15.79 | -6.27 | 1.51 | 9.39 | NA | 10.35 | 3.73 | -33.57 | -15.83 | -40.56 | 50.39 | 39.27 | 15.30 | 5.95 | 49.21 | -13.13 | 13.12 | 12.26 | 1.71 | 44.20 | 19.12 | 72.71 |
| Sharpe Ratio | NA | -0.47 | -0.52 | -0.23 | 0.00 | NA | NA | 0.30 | 0.12 | -1.13 | -0.53 | -0.91 | 1.62 | 0.90 | 0.75 | 0.24 | 2.99 | -0.55 | 0.64 | 0.39 | 0.07 | 1.67 | 0.92 | 2.45 |
| Standard Deviation(%) | NA | 37.45 | 36.47 | 36.15 | 31.50 | NA | NA | 30.66 | 38.40 | 32.98 | 37.31 | 46.12 | 31.02 | 43.18 | 18.51 | 19.35 | 16.34 | 24.47 | 20.57 | 31.53 | 24.12 | 26.73 | 20.71 | 44.13 |
| Draw Down(%) | NA | 42.24 | 61.73 | 74.60 | 74.60 | NA | NA | 74.60 | 22.34 | 35.18 | 43.96 | 46.74 | 14.76 | 31.50 | 16.70 | 15.59 | 6.50 | 16.08 | 12.18 | 26.97 | 15.00 | 6.04 | 11.97 | 11.57 |
| Yield(%) | 0.00 | 2.80 | 1.80 | 2.06 | 3.20 | 8.11 | 6.91 | 9.22 | 1.98 | 2.15 | 1.74 | 0.94 | 1.47 | 1.76 | 4.08 | 1.96 | 2.47 | 5.25 | 2.81 | 3.22 | 2.45 | 3.27 | 1.19 | 1.94 |
Data as of 07/02/2025, AR inception is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COIHF (Croda International Plc) |
-30.73%
Dec 2021 - Dec 2024 |
-8.06%
Feb 2020 - Feb 2025 |
-0.76%
Apr 2015 - Apr 2025 |
9.39%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COIHF (Croda International Plc) |
46.47%
May 2010 - May 2013 |
30.73%
Dec 2016 - Dec 2021 |
19.97%
Dec 2011 - Dec 2021 |
10.27%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart