Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGROF (FirstGroup plc) | NA | 42.38% | 38.40% | 30.17% | 6.72% | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGROF (FirstGroup plc) | 04/19/2012 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 42.38 | 38.40 | 30.17 | 6.72 | NA | NA | … | … | 67.40 | -9.04 | 61.05 | -10.35 | 41.67 | -36.00 | 47.06 | -28.67 | 15.32 | -21.02 | -2.48 | -14.36 | -30.33 | 16.21 |
| Sharpe Ratio | NA | 1.85 | 1.03 | 0.30 | 0.06 | NA | NA | … | … | 1.70 | -0.35 | 2.01 | -0.27 | 0.65 | -0.14 | 1.15 | -0.80 | 0.50 | -0.84 | -0.09 | -0.60 | -0.50 | 0.41 |
| Standard Deviation(%) | NA | 34.86 | 33.85 | 93.61 | 91.78 | NA | NA | … | … | 34.86 | 41.38 | 28.85 | 43.83 | 64.13 | 253.04 | 39.56 | 37.61 | 29.35 | 25.14 | 29.27 | 23.94 | 60.57 | 58.11 |
| Draw Down(%) | NA | 0.00 | 28.83 | 60.00 | 79.43 | NA | NA | … | … | 0.00 | 28.83 | 8.54 | 34.64 | 25.93 | 78.18 | 15.33 | 28.67 | 22.86 | 22.29 | 25.00 | 34.55 | 48.52 | 35.41 |
| Yield(%) | 0.00 | 3.30 | 3.75 | 3.63 | 0.93 | 1.07 | 0.80 | … | … | 4.75 | 0.00 | 4.92 | 1.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.50 | 7.81 |
Data as of 11/28/2025, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGROF (FirstGroup plc) |
-35.49%
Aug 2017 – Aug 2020 |
-24.68%
Aug 2015 – Aug 2020 |
-9.16%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGROF (FirstGroup plc) |
71.47%
Aug 2020 – Aug 2023 |
35.41%
Jul 2020 – Jul 2025 |
7.39%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart