Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSITF (Dixons Carphone plc) | 13.22% | 21.73% | 45.95% | 2.12% | -8.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSITF (Dixons Carphone plc) | 06/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.90 | 21.73 | 45.95 | 2.12 | -8.55 | NA | NA | … | … | 13.22 | 51.26 | 76.12 | 3.08 | -56.38 | -1.52 | -13.30 | 31.85 | -42.81 | -31.72 | -41.46 | 2.29 |
| Sharpe Ratio | NA | 0.59 | 0.81 | 0.01 | -0.20 | NA | NA | … | … | 0.89 | 1.27 | 1.34 | -0.01 | -0.95 | -0.04 | -0.18 | 0.65 | -1.07 | -0.67 | -0.95 | 0.12 |
| Standard Deviation(%) | NA | 41.01 | 45.95 | 48.70 | 50.99 | NA | NA | … | … | 52.51 | 38.37 | 53.92 | 42.07 | 60.95 | 43.80 | 73.88 | 46.54 | 41.23 | 48.20 | 43.75 | 36.46 |
| Draw Down(%) | NA | 22.44 | 26.32 | 69.23 | 89.07 | NA | NA | … | … | 22.44 | 15.10 | 21.35 | 41.67 | 61.02 | 27.37 | 60.53 | 36.18 | 47.06 | 52.39 | 50.34 | 17.28 |
| Yield(%) | 0.00 | 2.93 | 2.50 | 1.33 | 0.84 | 0.57 | 0.42 | … | … | 0.00 | 4.13 | 0.00 | 0.00 | 2.51 | 2.67 | 0.00 | 4.05 | 4.01 | 2.85 | 1.49 | 1.23 |
Data as of 06/04/2026, Common starting date is 06/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSITF (Dixons Carphone plc) |
-38.85%
Dec 2015 – Dec 2018 |
-30.41%
Jul 2015 – Jul 2020 |
-12.62%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSITF (Dixons Carphone plc) |
50.25%
May 2023 – May 2026 |
14.47%
May 2020 – May 2025 |
-8.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart