Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPLPF (Provident Financial plc) | 3.31% | 108.00% | -6.44% | -1.69% | -23.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPLPF (Provident Financial plc) | 06/19/2012 | 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 | 108.00 | -6.44 | -1.69 | -23.56 | NA | NA | … | … | 3.31 | 118.84 | -47.08 | -27.78 | -57.79 | 151.53 | -61.35 | -23.37 | -11.89 | -64.71 | -26.66 | 40.03 | 44.45 | 103.55 | 2.44 |
| Sharpe Ratio | NA | 1.46 | -0.15 | -0.06 | -0.32 | NA | NA | … | … | 1.13 | 1.59 | -0.96 | -0.47 | -0.78 | 1.71 | -0.59 | -0.67 | -0.47 | -0.46 | -0.67 | 1.55 | 1.96 | 1.81 | 1.39 |
| Standard Deviation(%) | NA | 72.25 | 66.33 | 73.36 | 78.42 | NA | NA | … | … | 5.12 | 74.51 | 56.18 | 67.97 | 75.78 | 88.85 | 103.88 | 36.96 | 27.87 | 142.98 | 39.84 | 25.89 | 22.64 | 57.18 | 3.31 |
| Draw Down(%) | NA | 3.25 | 78.89 | 87.17 | 97.52 | NA | NA | … | … | 0.00 | 8.70 | 56.39 | 51.59 | 59.26 | 0.11 | 64.55 | 30.51 | 24.68 | 75.30 | 35.77 | 6.24 | 8.07 | 3.35 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.07 | 3.49 | 0.65 | 3.36 | 2.52 | … | … | 0.00 | 0.00 | 1.01 | 7.73 | 3.50 | 0.00 | 2.94 | 2.59 | 0.00 | 4.24 | 2.47 | 2.81 | 3.42 | 6.20 | 2.38 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPLPF (Provident Financial plc) |
-56.12%
Mar 2017 – Mar 2020 |
-41.66%
Dec 2015 – Dec 2020 |
-29.63%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPLPF (Provident Financial plc) |
60.28%
Dec 2012 – Dec 2015 |
25.99%
Jul 2012 – Jul 2017 |
-2.93%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart