Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENSF (Genus plc) | -10.87% | 18.26% | -2.31% | -14.37% | 4.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENSF (Genus 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 | 18.26 | -2.31 | -14.37 | 4.34 | NA | NA | … | … | -10.87 | 69.06 | -24.68 | -15.77 | -45.66 | 19.21 | 39.59 | 20.59 | -2.20 | 43.99 | 1.88 | 23.63 | -3.58 | 67.59 | 0.93 |
| Sharpe Ratio | NA | 0.36 | -0.17 | -0.49 | 0.08 | NA | NA | … | … | -1.42 | 1.62 | -1.15 | -0.62 | -1.16 | 0.73 | 0.66 | 0.85 | -0.19 | 1.73 | 0.06 | 1.84 | -0.19 | 1.10 | 1.34 |
| Standard Deviation(%) | NA | 28.61 | 32.24 | 32.82 | 33.80 | NA | NA | … | … | 19.04 | 41.02 | 24.66 | 31.52 | 40.88 | 26.26 | 59.73 | 22.47 | 19.25 | 25.11 | 27.42 | 12.84 | 18.92 | 61.68 | 1.27 |
| Draw Down(%) | NA | 16.83 | 39.57 | 71.23 | 71.85 | NA | NA | … | … | 16.83 | 17.68 | 26.43 | 28.11 | 52.98 | 16.39 | 20.51 | 10.58 | 15.32 | 4.92 | 14.48 | 4.76 | 18.23 | 14.20 | 0.00 |
| Yield(%) | 0.00 | 1.67 | 1.43 | 0.65 | 1.69 | 2.54 | 1.90 | … | … | 0.43 | 2.02 | 1.50 | 1.88 | 0.67 | 0.81 | 0.99 | 0.86 | 0.78 | 1.06 | 0.94 | 1.00 | 0.90 | 1.50 | 0.92 |
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 |
|---|---|---|---|---|
| GENSF (Genus plc) |
-33.57%
Nov 2021 – Nov 2024 |
-13.59%
May 2021 – May 2026 |
1.42%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENSF (Genus plc) |
33.05%
Sep 2018 – Sep 2021 |
30.60%
Jun 2016 – Jun 2021 |
13.19%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart