Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPYYF (Centrica plc) | 16.68% | 20.66% | 25.48% | 29.02% | 3.66% | -0.11% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPYYF (Centrica plc) | 02/17/2009 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.91 | 20.66 | 25.48 | 29.02 | 3.66 | -0.11 | NA | … | … | 16.68 | 34.17 | 1.25 | 48.93 | 31.70 | 50.82 | -43.71 | -19.56 | -4.86 | -30.19 | -5.88 | -20.01 | -22.49 | 9.21 | 25.00 | -11.98 | 14.97 | 19.20 |
| Sharpe Ratio | NA | 0.76 | 0.48 | 0.61 | 0.04 | NA | NA | … | … | 1.31 | 0.61 | -0.05 | 1.01 | 0.60 | 1.01 | -0.52 | -0.44 | -0.16 | -0.98 | -0.13 | -0.43 | -0.80 | 0.35 | 1.10 | -0.40 | 0.35 | 0.44 |
| Standard Deviation(%) | NA | 49.30 | 50.65 | 49.51 | 51.86 | NA | NA | … | … | 47.66 | 51.41 | 50.40 | 45.30 | 50.57 | 50.04 | 84.85 | 47.87 | 40.21 | 31.71 | 48.77 | 46.68 | 28.21 | 26.01 | 22.79 | 29.78 | 42.31 | 50.06 |
| Draw Down(%) | NA | 21.57 | 32.09 | 32.73 | 85.73 | NA | NA | … | … | 15.86 | 21.57 | 24.74 | 20.74 | 32.73 | 22.22 | 68.91 | 53.72 | 23.22 | 34.10 | 26.91 | 33.29 | 29.24 | 21.37 | 9.17 | 20.75 | 21.65 | 22.50 |
| Yield(%) | 0.00 | 3.45 | 4.68 | 5.20 | 2.47 | 2.23 | 2.58 | … | … | 2.25 | 3.82 | 2.00 | 4.46 | 0.99 | 0.00 | 2.97 | 7.93 | 6.56 | 5.71 | 5.33 | 4.59 | 5.54 | 3.38 | 3.48 | 2.91 | 2.83 | 3.25 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPYYF (Centrica plc) |
-39.78%
Mar 2017 – Mar 2020 |
-30.77%
May 2015 – May 2020 |
-16.59%
Apr 2010 – Apr 2020 |
-2.36%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPYYF (Centrica plc) |
63.35%
Oct 2020 – Oct 2023 |
40.51%
Oct 2020 – Oct 2025 |
3.82%
Feb 2016 – Feb 2026 |
0.59%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart