Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXPGF (Experian PLC) | -26.37% | -31.01% | -1.44% | -1.16% | 7.77% | 8.37% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPGF (Experian PLC) | 12/20/2006 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | -31.01 | -1.44 | -1.16 | 7.77 | 8.37 | NA | … | … | -26.37 | 7.85 | 9.11 | 19.78 | -30.50 | 34.28 | 12.01 | 42.42 | 10.11 | 17.16 | 13.94 | 4.70 | -5.81 | 18.07 | 20.58 | 10.65 | 29.66 | 63.97 | -18.89 | -33.07 | 0.00 |
| Sharpe Ratio | NA | -1.23 | -0.11 | -0.12 | 0.20 | NA | NA | … | … | -1.45 | 0.21 | 0.21 | 0.57 | -0.82 | 1.14 | 0.24 | 2.07 | 0.44 | 0.80 | 0.50 | 0.17 | -0.28 | 0.86 | 0.93 | 0.33 | 1.12 | 1.82 | -0.35 | -1.18 | 0.00 |
| Standard Deviation(%) | NA | 28.25 | 27.99 | 30.80 | 30.29 | NA | NA | … | … | 38.19 | 24.15 | 26.15 | 28.61 | 39.10 | 30.07 | 48.63 | 19.76 | 20.02 | 20.69 | 27.30 | 27.77 | 20.66 | 21.08 | 22.37 | 32.37 | 26.29 | 35.01 | 55.78 | 30.72 | NA |
| Draw Down(%) | NA | 39.72 | 39.72 | 43.72 | 43.72 | NA | NA | … | … | 29.59 | 21.80 | 18.07 | 26.39 | 43.72 | 19.30 | 42.61 | 5.50 | 13.42 | 11.41 | 16.96 | 20.08 | 21.76 | 11.21 | 15.50 | 21.86 | 16.38 | 22.56 | 45.13 | 38.67 | 0.00 |
| Yield(%) | 0.00 | 1.28 | 1.27 | 1.26 | 2.49 | 3.24 | 3.04 | … | … | 0.47 | 1.42 | 0.45 | 1.62 | 1.06 | 1.19 | 1.41 | 1.94 | 2.07 | 1.48 | 2.35 | 3.11 | 1.44 | 2.59 | 1.60 | 2.37 | 2.53 | 3.31 | 3.18 | 1.43 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPGF (Experian PLC) |
-8.30%
May 2007 – May 2010 |
-1.30%
May 2021 – May 2026 |
6.23%
Oct 2013 – Oct 2023 |
8.15%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPGF (Experian PLC) |
40.61%
Feb 2009 – Feb 2012 |
32.61%
Oct 2008 – Oct 2013 |
19.07%
Feb 2009 – Feb 2019 |
16.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart