Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRXGY (Drax Group PLC ADR) | 1.07% | 41.58% | 22.34% | 31.46% | 14.24% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRXGY (Drax Group PLC ADR) | 06/19/2012 | 06/03/2026 |
| 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 (%) | 0.00 | 41.58 | 22.34 | 31.46 | 14.24 | NA | NA | … | … | 1.07 | 48.31 | 34.90 | -23.38 | 10.98 | 138.22 | 5.19 | -11.07 | 21.13 | -18.89 | 23.40 | -41.70 | -12.52 | 3.90 | 3.10 |
| Sharpe Ratio | NA | 1.00 | 0.32 | 0.41 | 0.23 | NA | NA | … | … | 0.00 | 1.04 | 0.59 | -0.36 | 0.13 | 1.46 | 0.10 | -0.36 | 1.33 | -0.87 | 0.70 | -0.81 | -0.19 | 1.43 | 1.40 |
| Standard Deviation(%) | NA | 38.95 | 56.06 | 70.78 | 54.23 | NA | NA | … | … | 34.92 | 43.94 | 52.70 | 75.98 | 71.68 | 94.83 | 49.62 | 34.40 | 14.91 | 22.61 | 33.18 | 51.32 | 67.05 | 2.70 | 4.20 |
| Draw Down(%) | NA | 14.20 | 37.27 | 51.92 | 51.92 | NA | NA | … | … | 12.06 | 20.89 | 22.22 | 40.23 | 49.72 | 34.27 | 29.04 | 31.09 | 0.00 | 20.15 | 10.48 | 41.78 | 48.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.69 | 4.84 | 8.73 | 5.21 | 2.85 | 2.14 | … | … | 2.03 | 4.46 | 5.05 | 3.32 | 3.20 | 7.14 | 5.82 | 4.58 | 4.88 | 1.56 | 0.95 | 2.98 | 2.74 | 3.79 | 3.01 |
Data as of 06/03/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRXGY (Drax Group PLC ADR) |
-31.96%
Nov 2014 – Nov 2017 |
-19.44%
Sep 2014 – Sep 2019 |
-1.86%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRXGY (Drax Group PLC ADR) |
40.63%
Dec 2019 – Dec 2022 |
34.92%
Jan 2021 – Jan 2026 |
18.93%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart