Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGEAF (Diageo plc) | -7.76% | -28.09% | -18.97% | -13.85% | -0.70% | 2.09% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGEAF (Diageo plc) | 02/17/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.64 | -28.09 | -18.97 | -13.85 | -0.70 | 2.09 | NA | … | … | -7.76 | -30.09 | -7.22 | -16.33 | -19.63 | 39.09 | -0.19 | 18.00 | 1.34 | 45.25 | -3.32 | -0.83 | -10.37 | 15.48 | 37.73 | 16.45 | 9.41 | 34.39 |
| Sharpe Ratio | NA | -0.63 | -0.61 | -0.42 | -0.06 | NA | NA | … | … | -0.21 | -0.86 | -0.32 | -0.63 | -0.49 | 1.12 | -0.01 | 0.78 | 0.00 | 2.52 | -0.17 | -0.03 | -0.49 | 0.77 | 2.14 | 0.64 | 0.43 | 1.40 |
| Standard Deviation(%) | NA | 40.84 | 37.07 | 37.36 | 33.17 | NA | NA | … | … | 45.47 | 38.50 | 33.47 | 32.06 | 43.33 | 34.87 | 44.43 | 21.15 | 21.17 | 17.79 | 21.07 | 27.03 | 21.01 | 20.12 | 17.79 | 25.51 | 21.93 | 28.53 |
| Draw Down(%) | NA | 37.11 | 56.68 | 64.18 | 64.18 | NA | NA | … | … | 31.08 | 31.52 | 22.13 | 26.59 | 27.37 | 8.55 | 41.90 | 10.36 | 11.21 | 5.69 | 14.50 | 14.77 | 14.08 | 11.37 | 11.07 | 13.16 | 17.78 | 17.79 |
| Yield(%) | 0.00 | 2.93 | 2.38 | 2.03 | 3.25 | 3.95 | 4.93 | … | … | 0.92 | 3.30 | 2.91 | 2.33 | 1.78 | 2.51 | 2.19 | 2.51 | 1.44 | 3.11 | 3.08 | 3.44 | 2.95 | 2.41 | 3.12 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DGEAF (Diageo plc) |
-23.11%
Mar 2023 – Mar 2026 |
-13.29%
May 2021 – May 2026 |
-1.10%
Mar 2016 – Mar 2026 |
2.56%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGEAF (Diageo plc) |
31.12%
Mar 2009 – Mar 2012 |
24.80%
Mar 2009 – Mar 2014 |
16.35%
Mar 2009 – Mar 2019 |
10.84%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart