Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CYBBF (Virgin Money UK PLC) | NA | 42.78% | 0.39% | 0.23% | NA | NA | NA | -0.45% |
Data as of 06/27/2024, AR inception is 03/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CYBBF (Virgin Money UK PLC) | 03/23/2016 | 06/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 42.78 | 0.39 | 0.23 | NA | NA | NA | -0.45 | 28.71 | 49.95 | -32.36 | 23.30 | -27.27 | -39.08 | -8.71 | 29.15 | 14.72 |
| Sharpe Ratio | NA | 1.70 | -0.05 | -0.02 | NA | NA | NA | -0.03 | 2.47 | 0.90 | -0.82 | 0.46 | -0.23 | -0.48 | -0.59 | 1.46 | 0.35 |
| Standard Deviation(%) | NA | 22.94 | 40.65 | 73.07 | NA | NA | NA | 61.41 | 25.88 | 51.01 | 41.13 | 50.63 | 117.35 | 85.02 | 16.94 | 19.64 | 54.21 |
| Draw Down(%) | NA | 5.58 | 47.58 | 70.00 | NA | NA | NA | 81.07 | 0.00 | 19.40 | 33.64 | 22.50 | 65.29 | 62.51 | 11.11 | 9.80 | 27.70 |
| Yield(%) | 0.00 | 1.38 | 2.10 | 1.26 | 0.83 | 0.56 | 0.42 | 1.04 | 2.23 | 7.64 | 1.90 | 0.00 | 0.00 | 1.38 | 0.39 | 0.00 | 0.00 |
Data as of 06/27/2024, AR inception is 03/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYBBF (Virgin Money UK PLC) |
-37.35%
Apr 2017 - Apr 2020 |
-19.54%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYBBF (Virgin Money UK PLC) |
35.84%
Sep 2020 - Sep 2023 |
0.08%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart