Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMTGF (Daily Mail and General Trust plc) | NA | 73.62% | 19.17% | 10.21% | NA | NA | NA | … | … |
Data as of 09/23/2021, Common starting date is 02/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMTGF (Daily Mail and General Trust plc) | 02/28/2013 | 09/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 73.62 | 19.17 | 10.21 | NA | NA | NA | … | … | 73.62 | -2.53 | 0.00 | 9.64 | -9.78 | -7.07 | -23.37 | -12.70 | 38.32 |
| Sharpe Ratio | NA | 1.52 | 0.66 | 0.41 | NA | NA | NA | … | … | 2.00 | -0.78 | 0.00 | 0.90 | -0.74 | -0.21 | -1.44 | -0.60 | 1.93 |
| Standard Deviation(%) | NA | 48.52 | 28.10 | 23.10 | NA | NA | NA | … | … | 56.93 | 3.54 | NA | 9.22 | 14.18 | 34.48 | 16.26 | 21.31 | 24.33 |
| Draw Down(%) | NA | 7.64 | 7.64 | 13.68 | NA | NA | NA | … | … | 7.64 | 3.37 | 0.00 | 0.00 | 13.68 | 30.41 | 23.37 | 31.94 | 0.26 |
| Yield(%) | 0.00 | 2.82 | 2.64 | 2.47 | 2.47 | 1.64 | 1.23 | … | … | 0.90 | 2.64 | 2.64 | 2.77 | 2.50 | 2.22 | 4.18 | 2.84 | 4.11 |
Data as of 09/23/2021, Common starting date is 02/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMTGF (Daily Mail and General Trust plc) |
-19.41%
Feb 2014 – Feb 2017 |
-12.18%
Feb 2014 – Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMTGF (Daily Mail and General Trust plc) |
19.17%
Jul 2018 – Jul 2021 |
10.31%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart