Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DRTGF (Jet2 plc) -11.31% -26.72% 2.93% -0.56% 7.04% NA NA
Data as of 06/04/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
Name Start Date End Date
DRTGF (Jet2 plc) 01/18/2012 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
Annualized Return (%) 9.45 -26.72 2.93 -0.56 7.04 NA NA -11.31 -5.12 26.74 36.88 -18.16 -26.10 -9.90 133.79 6.43 51.78 -26.98 92.68 5.43 109.10 109.45
Sharpe Ratio NA -1.02 -0.08 -0.17 0.05 NA NA -1.00 -0.22 0.80 1.01 -0.33 -0.56 -0.04 2.63 0.08 0.68 -0.55 3.02 0.12 2.51 2.41
Standard Deviation(%) NA 33.23 33.54 40.18 100.52 NA NA 38.83 36.03 28.76 33.24 59.09 46.85 276.89 50.29 63.55 75.40 49.69 30.67 45.31 43.45 48.95
Draw Down(%) NA 43.62 43.62 54.73 92.05 NA NA 26.91 32.09 8.74 18.17 51.82 28.54 92.05 25.43 30.69 30.51 51.96 5.94 35.95 12.25 11.76
Yield(%) 0.00 0.95 0.89 0.52 0.90 6.60 4.95 0.31 1.07 0.00 1.37 0.27 0.00 0.00 1.16 1.24 1.50 0.47 1.15 0.72 1.50 2.07
Data as of 06/04/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DRTGF (Jet2 plc) -20.38%
Nov 2019 – Nov 2022
-5.38%
Apr 2021 – Apr 2026
5.78%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DRTGF (Jet2 plc) 84.35%
Aug 2012 – Aug 2015
51.23%
May 2012 – May 2017
33.12%
Feb 2012 – Feb 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return