Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDCHF (Funding Circle Holdings plc) | 36.25% | 38.85% | 49.69% | 5.10% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDCHF (Funding Circle Holdings plc) | 11/30/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.85 | 49.69 | 5.10 | NA | NA | NA | … | … | 36.25 | 1.91 | 234.04 | -42.68 | -63.56 | 57.07 | 3.15 | -78.20 | 2.60 |
| Sharpe Ratio | NA | 1.15 | 0.74 | 0.04 | NA | NA | NA | … | … | 2.28 | -0.18 | 2.73 | -0.74 | -0.62 | 2.95 | 0.02 | -0.73 | 2.19 |
| Standard Deviation(%) | NA | 31.42 | 62.92 | 68.33 | NA | NA | NA | … | … | 48.62 | 5.23 | 84.44 | 63.68 | 104.21 | 31.75 | 163.18 | 109.42 | 16.76 |
| Draw Down(%) | NA | 2.55 | 48.75 | 81.78 | NA | NA | NA | … | … | 0.00 | 2.55 | 16.04 | 46.34 | 80.00 | 2.84 | 73.36 | 80.97 | 2.49 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDCHF (Funding Circle Holdings plc) |
-41.17%
Mar 2019 – Mar 2022 |
-38.21%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDCHF (Funding Circle Holdings plc) |
50.37%
Sep 2022 – Sep 2025 |
39.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart