Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTAGY (Capita PLC ADR) | 0.00% | 1,888.37% | 136.67% | 46.09% | -7.28% | NA | NA | … | … |
Data as of 04/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTAGY (Capita PLC ADR) | 06/19/2012 | 04/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1,888.37 | 136.67 | 46.09 | -7.28 | NA | NA | … | … | 0.00 | 1,888.37 | -10.42 | -17.95 | -39.71 | -24.49 | -67.83 | 21.06 | -55.52 | -13.72 | -61.13 | 7.14 | 0.97 | 75.26 | 1.27 |
| Sharpe Ratio | NA | 4.52 | 0.57 | 0.24 | -0.06 | NA | NA | … | … | 0.00 | 4.72 | -0.53 | -0.35 | -0.78 | -0.77 | -0.46 | 0.50 | -0.50 | -0.38 | -0.93 | 0.26 | 0.05 | 1.69 | 1.36 |
| Standard Deviation(%) | NA | 417.24 | 232.62 | 180.70 | 142.53 | NA | NA | … | … | 0.00 | 420.16 | 32.10 | 63.10 | 52.73 | 31.77 | 146.60 | 39.22 | 114.61 | 37.98 | 65.98 | 27.51 | 20.65 | 44.58 | 1.74 |
| Draw Down(%) | NA | 93.33 | 93.33 | 93.33 | 98.22 | NA | NA | … | … | 0.00 | 93.33 | 23.96 | 46.78 | 47.44 | 28.89 | 81.10 | 26.67 | 65.47 | 41.53 | 66.15 | 16.72 | 19.17 | 3.97 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.39 | 2.24 | 1.68 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 21.45 | 6.71 | 2.53 | 2.71 | 2.49 | 3.47 | 1.26 |
Data as of 04/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAGY (Capita PLC ADR) |
-58.03%
Sep 2017 – Sep 2020 |
-50.41%
Oct 2015 – Oct 2020 |
-33.25%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAGY (Capita PLC ADR) |
304.48%
Apr 2022 – Apr 2025 |
107.38%
Apr 2020 – Apr 2025 |
4.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart