Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DITHF (DS Smith PLC) | NA | 93.88% | 20.27% | 14.09% | 8.34% | NA | NA | … | … |
Data as of 02/05/2025, Common starting date is 12/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DITHF (DS Smith PLC) | 12/20/2013 | 02/05/2025 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 93.88 | 20.27 | 14.09 | 8.34 | NA | NA | … | … | -1.23 | 135.56 | -5.04 | -21.25 | -5.03 | 3.61 | 38.66 | -38.52 | 44.76 | -8.82 | 15.67 | -6.70 | 0.00 |
| Sharpe Ratio | NA | 1.98 | 0.42 | 0.28 | 0.19 | NA | NA | … | … | -0.71 | 2.72 | -0.31 | -0.53 | -0.17 | 0.06 | 1.17 | -1.38 | 1.42 | -0.63 | 0.60 | -0.30 | 0.00 |
| Standard Deviation(%) | NA | 45.61 | 40.76 | 43.17 | 36.18 | NA | NA | … | … | 21.58 | 48.50 | 27.95 | 42.73 | 29.56 | 58.77 | 31.85 | 29.06 | 31.25 | 14.44 | 26.09 | 22.33 | NA |
| Draw Down(%) | NA | 19.05 | 47.33 | 56.92 | 57.67 | NA | NA | … | … | 3.86 | 19.05 | 22.25 | 50.17 | 20.71 | 40.08 | 16.30 | 42.02 | 4.20 | 14.34 | 11.29 | 24.65 | 0.00 |
| Yield(%) | 0.00 | 7.64 | 4.77 | 3.93 | 3.47 | 2.24 | 1.68 | … | … | 0.00 | 9.16 | 5.01 | 4.55 | 2.84 | 0.97 | 4.19 | 2.33 | 3.06 | 2.33 | 2.21 | 1.82 | 0.00 |
Data as of 02/05/2025, Common starting date is 12/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DITHF (DS Smith PLC) |
-15.75%
Sep 2019 – Sep 2022 |
-10.15%
Sep 2017 – Sep 2022 |
0.27%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DITHF (DS Smith PLC) |
21.91%
Nov 2021 – Nov 2024 |
14.09%
Jan 2020 – Jan 2025 |
10.31%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart