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
ESYJY (EasyJet PLC ADR) -3.31% -16.43% 4.64% -8.97% -7.77% NA NA
Data as of 06/04/2026, Common starting date is 04/09/2012
More Performance Analytics Comparison
Name Start Date End Date
ESYJY (EasyJet PLC ADR) 04/09/2012 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 (%) 20.30 -16.43 4.64 -8.97 -7.77 NA NA -3.31 0.45 8.73 66.50 -48.15 -20.00 -36.38 34.12 -24.57 66.16 -50.50 4.08 6.32 100.28 66.13
Sharpe Ratio NA -0.63 -0.05 -0.34 -0.21 NA NA -0.61 -0.08 0.16 1.65 -0.90 -0.38 -0.40 0.68 -0.68 2.00 -1.03 0.12 0.21 3.28 3.11
Standard Deviation(%) NA 37.97 35.02 42.89 50.37 NA NA 47.60 31.75 32.20 38.46 55.14 52.83 90.89 47.68 38.50 32.93 49.03 33.89 30.35 30.58 32.53
Draw Down(%) NA 41.17 41.17 73.41 82.93 NA NA 33.68 24.79 27.07 33.29 68.13 49.44 69.91 37.27 45.16 19.39 56.76 17.02 29.61 13.87 13.00
Yield(%) 0.00 2.19 2.14 2.93 2.05 6.47 4.85 2.51 2.25 0.88 0.00 0.00 14.97 3.11 5.25 2.61 5.46 3.02 2.71 5.05 2.60 0.00
Data as of 06/04/2026, Common starting date is 04/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESYJY (EasyJet PLC ADR) -35.85%
Dec 2019 – Dec 2022
-23.34%
Sep 2017 – Sep 2022
-11.10%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESYJY (EasyJet PLC ADR) 52.98%
Jun 2012 – Jun 2015
23.57%
May 2012 – May 2017
3.12%
May 2012 – May 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return