Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLRAF (Essentra plc) | -3.41% | -9.02% | -17.93% | -18.82% | -16.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLRAF (Essentra plc) | 02/08/2012 | 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 (%) | 0.00 | -9.02 | -17.93 | -18.82 | -16.86 | NA | NA | … | … | -3.41 | -22.20 | -17.26 | -23.93 | -20.41 | 18.19 | -35.39 | -11.39 | 2.66 | 27.31 | -55.52 | 5.70 | -3.39 | 49.05 | 52.82 |
| Sharpe Ratio | NA | -0.28 | -0.50 | -0.49 | -0.42 | NA | NA | … | … | -0.27 | -0.46 | -0.42 | -0.79 | -0.39 | 0.70 | -0.55 | -0.34 | 0.07 | 1.22 | -1.03 | 0.21 | -0.19 | 1.80 | 2.23 |
| Standard Deviation(%) | NA | 43.55 | 42.24 | 43.44 | 44.06 | NA | NA | … | … | 39.19 | 54.50 | 49.71 | 35.12 | 56.22 | 25.81 | 65.04 | 38.21 | 18.39 | 21.98 | 54.34 | 26.87 | 17.93 | 27.18 | 27.35 |
| Draw Down(%) | NA | 24.19 | 50.82 | 66.95 | 84.82 | NA | NA | … | … | 21.33 | 24.69 | 31.96 | 27.76 | 38.34 | 9.86 | 46.67 | 27.95 | 14.51 | 8.84 | 60.21 | 20.59 | 12.48 | 5.02 | 8.08 |
| Yield(%) | 0.00 | 1.96 | 0.54 | 2.45 | 1.33 | 3.08 | 2.31 | … | … | 1.26 | 0.75 | 0.00 | 12.54 | 2.00 | 2.32 | 3.00 | 4.04 | 2.99 | 4.73 | 2.27 | 2.58 | 2.29 | 2.34 | 2.83 |
Data as of 06/04/2026, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRAF (Essentra plc) |
-29.15%
Dec 2022 – Dec 2025 |
-23.88%
May 2015 – May 2020 |
-18.69%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLRAF (Essentra plc) |
32.28%
Jul 2012 – Jul 2015 |
3.24%
Jul 2012 – Jul 2017 |
-2.04%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart