Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COIHY (Croda International PLC ADR) | 2.08% | -16.10% | -17.44% | -7.02% | 1.60% | NA | NA | 3.68% |
Data as of 07/03/2025, AR inception is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COIHY (Croda International PLC ADR) | 08/06/2012 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | -16.10 | -17.44 | -7.02 | 1.60 | NA | NA | 3.68 | 2.08 | -32.49 | -17.58 | -41.15 | 53.89 | 37.55 | 12.24 | 6.42 | 58.39 | -16.89 | 15.61 | 3.19 | 6.37 | 9.29 |
| Sharpe Ratio | NA | -0.67 | -0.62 | -0.29 | 0.00 | NA | NA | 0.06 | 0.04 | -1.28 | -0.64 | -1.13 | 2.67 | 1.16 | 0.18 | 0.13 | 1.32 | -0.32 | 0.57 | 0.11 | 0.41 | 2.03 |
| Standard Deviation(%) | NA | 28.92 | 31.95 | 30.24 | 39.32 | NA | NA | 36.25 | 30.47 | 28.27 | 33.29 | 37.71 | 20.18 | 31.93 | 59.61 | 40.17 | 43.93 | 53.24 | 27.26 | 27.81 | 15.55 | 12.36 |
| Draw Down(%) | NA | 42.24 | 61.41 | 74.27 | 74.27 | NA | NA | 74.27 | 21.51 | 33.42 | 43.07 | 48.37 | 11.69 | 30.42 | 26.76 | 19.88 | 10.76 | 28.23 | 13.48 | 24.53 | 14.69 | 0.00 |
| Yield(%) | 0.00 | 2.74 | 1.70 | 1.99 | 3.27 | 3.21 | 2.41 | 4.02 | 1.96 | 2.24 | 1.66 | 0.96 | 1.46 | 1.70 | 4.16 | 1.83 | 2.42 | 5.11 | 2.46 | 2.65 | 2.42 | 1.17 |
Data as of 07/03/2025, AR inception is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COIHY (Croda International PLC ADR) |
-31.07%
Dec 2021 - Dec 2024 |
-7.14%
Jan 2020 - Jan 2025 |
0.84%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COIHY (Croda International PLC ADR) |
34.01%
Nov 2018 - Nov 2021 |
31.98%
Dec 2016 - Dec 2021 |
10.47%
Apr 2013 - Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart