Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRXGF (Drax Group plc) | NA | 7.06% | 6.81% | 25.90% | 11.58% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRXGF (Drax Group plc) | 05/23/2013 | 09/26/2025 |
| 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 (%) | 1.73 | 7.06 | 6.81 | 25.90 | 11.58 | NA | NA | … | … | 24.03 | 34.49 | -22.24 | -1.75 | 110.43 | 29.19 | -22.60 | 29.33 | -21.95 | 33.38 | -60.73 | -28.47 | 49.93 |
| Sharpe Ratio | NA | 0.15 | 0.07 | 0.52 | 0.23 | NA | NA | … | … | 1.22 | 0.58 | -0.61 | -0.05 | 3.51 | 0.37 | -1.47 | 0.86 | -0.93 | 1.57 | -0.85 | -1.00 | 3.04 |
| Standard Deviation(%) | NA | 26.91 | 45.15 | 45.74 | 44.13 | NA | NA | … | … | 25.47 | 52.86 | 42.79 | 63.71 | 31.46 | 77.98 | 16.42 | 32.74 | 24.41 | 21.14 | 71.52 | 28.49 | 31.16 |
| Draw Down(%) | NA | 17.64 | 40.10 | 53.82 | 65.46 | NA | NA | … | … | 9.51 | 25.29 | 39.81 | 49.46 | 6.08 | 47.06 | 31.22 | 18.11 | 21.95 | 0.00 | 63.28 | 30.13 | 5.94 |
| Yield(%) | 0.00 | 2.37 | 2.98 | 6.55 | 3.86 | 1.52 | 1.14 | … | … | 4.76 | 5.42 | 2.77 | 2.32 | 4.31 | 4.84 | 3.30 | 3.61 | 1.16 | 1.02 | 1.34 | 1.05 | 1.11 |
Data as of 09/26/2025, Common starting date is 05/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRXGF (Drax Group plc) |
-31.55%
Apr 2014 – Apr 2017 |
-21.19%
Jun 2014 – Jun 2019 |
-5.28%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRXGF (Drax Group plc) |
69.33%
Mar 2020 – Mar 2023 |
38.74%
Mar 2020 – Mar 2025 |
11.68%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart