Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGROY (FirstGroup PLC ADR) | -2.85% | -5.04% | 24.42% | 17.86% | 5.97% | -3.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGROY (FirstGroup PLC ADR) | 01/03/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.65 | -5.04 | 24.42 | 17.86 | 5.97 | -3.68 | NA | … | … | -2.85 | 18.20 | 5.80 | 76.15 | -5.75 | 29.45 | -43.15 | 48.33 | -22.08 | 18.46 | -14.47 | -17.39 | -3.16 | -37.44 | -28.75 | -7.72 |
| Sharpe Ratio | NA | -0.37 | 0.21 | 0.21 | 0.04 | NA | NA | … | … | -1.00 | 0.18 | 0.02 | 1.36 | -0.12 | 0.48 | -0.28 | 1.07 | -0.43 | 0.44 | -0.35 | -0.52 | -0.10 | -0.46 | -0.54 | -0.21 |
| Standard Deviation(%) | NA | 38.95 | 74.48 | 68.84 | 75.95 | NA | NA | … | … | 29.79 | 87.57 | 88.26 | 53.77 | 61.94 | 61.53 | 154.56 | 44.00 | 55.38 | 40.83 | 41.59 | 33.51 | 32.32 | 81.97 | 53.41 | 37.10 |
| Draw Down(%) | NA | 32.80 | 33.70 | 35.57 | 82.00 | NA | NA | … | … | 13.60 | 31.91 | 29.14 | 14.14 | 35.57 | 23.54 | 81.29 | 19.38 | 35.00 | 25.41 | 21.21 | 26.53 | 24.90 | 50.94 | 45.19 | 28.62 |
| Yield(%) | 0.00 | 3.62 | 4.96 | 3.82 | 1.50 | 1.40 | 1.13 | … | … | 0.00 | 4.37 | 2.45 | 4.71 | 1.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.35 | 6.73 | 5.83 |
Data as of 06/04/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGROY (FirstGroup PLC ADR) |
-35.68%
Jul 2017 – Jul 2020 |
-23.24%
Jul 2011 – Jul 2016 |
-14.05%
Apr 2011 – Apr 2021 |
-4.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGROY (FirstGroup PLC ADR) |
62.00%
Jul 2020 – Jul 2023 |
50.32%
Jul 2020 – Jul 2025 |
8.17%
Mar 2016 – Mar 2026 |
-3.39%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart