Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSGQF (Costain Group PLC) | NA | 30.45% | 42.26% | 16.30% | -12.17% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGQF (Costain Group PLC) | 08/31/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.45 | 42.26 | 16.30 | -12.17 | NA | NA | … | … | 6.29 | 111.20 | 28.24 | -33.33 | 13.03 | -88.53 | 2.74 | 2.23 | 2.87 | 1.56 | 0.50 |
| Sharpe Ratio | NA | 1.32 | 1.50 | 0.52 | -0.24 | NA | NA | … | … | 1.43 | 2.87 | 1.02 | -0.89 | 1.06 | -0.52 | 0.56 | 0.39 | 1.08 | 1.19 | 1.66 |
| Standard Deviation(%) | NA | 20.82 | 25.95 | 27.37 | 57.57 | NA | NA | … | … | 3.96 | 37.52 | 24.36 | 39.03 | 12.29 | 170.64 | 2.25 | 2.21 | 2.06 | 1.13 | 0.87 |
| Draw Down(%) | NA | 0.36 | 1.25 | 43.79 | 92.71 | NA | NA | … | … | 0.36 | 1.25 | 0.39 | 43.79 | 0.00 | 88.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.65 | 4.01 | 1.78 | 1.04 | 0.73 | 0.55 | … | … | 2.97 | 2.45 | 1.04 | 0.00 | 0.00 | 0.00 | 2.73 | 2.23 | 2.85 | 1.56 | 0.51 |
Data as of 09/26/2025, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGQF (Costain Group PLC) |
-55.78%
Sep 2019 – Sep 2022 |
-38.38%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGQF (Costain Group PLC) |
41.34%
Jul 2022 – Jul 2025 |
15.85%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart