Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCCPY (DCC PLC ADR) | 33.10% | 45.10% | 31.17% | 4.91% | 2.79% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCCPY (DCC PLC ADR) | 11/04/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 45.10 | 31.17 | 4.91 | 2.79 | NA | NA | … | … | 33.10 | 51.53 | 5.94 | 5.64 | -44.21 | 2.77 | 14.64 | 2.44 | 2.20 | 2.03 | -22.09 | 14.56 |
| Sharpe Ratio | NA | 1.34 | 0.79 | 0.07 | 0.04 | NA | NA | … | … | 2.20 | 0.90 | 0.54 | 0.49 | -0.77 | 1.35 | 0.20 | 0.55 | 0.51 | 0.93 | -0.24 | 3.85 |
| Standard Deviation(%) | NA | 32.19 | 35.64 | 38.35 | 35.56 | NA | NA | … | … | 45.89 | 54.22 | 4.31 | 4.11 | 59.40 | 2.03 | 70.26 | 1.77 | 1.61 | 1.48 | 92.76 | 36.55 |
| Draw Down(%) | NA | 22.48 | 22.48 | 46.55 | 47.68 | NA | NA | … | … | 22.48 | 14.28 | 0.00 | 0.00 | 46.55 | 0.00 | 36.26 | 0.00 | 0.00 | 0.00 | 42.69 | 4.09 |
| Yield(%) | 1.99 | 4.14 | 6.95 | 2.97 | 2.31 | 1.74 | 1.30 | … | … | 2.61 | 5.96 | 5.68 | 5.40 | 2.62 | 2.70 | 2.58 | 2.43 | 2.19 | 2.02 | 0.87 | 0.59 |
Data as of 06/04/2026, Common starting date is 11/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCCPY (DCC PLC ADR) |
-16.65%
Jul 2020 – Jul 2023 |
-7.47%
May 2018 – May 2023 |
-1.83%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCCPY (DCC PLC ADR) |
32.27%
May 2023 – May 2026 |
5.82%
May 2021 – May 2026 |
3.04%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart