Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGGSF (Greggs plc) | -1.83% | -18.23% | -10.98% | -4.94% | 4.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGGSF (Greggs 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 (%) | -5.32 | -18.23 | -10.98 | -4.94 | 4.37 | NA | NA | … | … | -1.83 | -32.09 | 13.02 | 5.93 | -22.17 | 88.24 | -10.79 | 42.72 | -5.86 | 40.45 | -21.11 | 75.55 | 51.01 | -1.66 | 0.92 |
| Sharpe Ratio | NA | -0.24 | -0.39 | -0.16 | 0.06 | NA | NA | … | … | -0.21 | -0.46 | 0.53 | 0.17 | -0.24 | 2.95 | -0.21 | 0.83 | -0.92 | 1.26 | -0.74 | 2.28 | 1.98 | -0.08 | 1.34 |
| Standard Deviation(%) | NA | 49.59 | 37.37 | 48.40 | 44.82 | NA | NA | … | … | 39.86 | 75.66 | 17.96 | 13.28 | 74.60 | 55.74 | 53.48 | 49.45 | 7.92 | 31.72 | 28.73 | 33.10 | 25.73 | 20.03 | 1.25 |
| Draw Down(%) | NA | 33.01 | 50.47 | 54.73 | 54.73 | NA | NA | … | … | 16.90 | 45.38 | 9.32 | 6.87 | 54.73 | 0.01 | 28.78 | 18.69 | 7.49 | 9.49 | 27.40 | 6.84 | 12.82 | 15.11 | 0.00 |
| Yield(%) | 0.00 | 2.37 | 1.66 | 2.18 | 2.92 | 5.70 | 4.28 | … | … | 2.82 | 0.00 | 2.69 | 2.00 | 3.47 | 0.00 | 1.37 | 3.46 | 1.74 | 2.32 | 1.73 | 4.19 | 2.78 | 2.95 | 0.91 |
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 |
|---|---|---|---|---|
| GGGSF (Greggs plc) |
-17.76%
Jul 2022 – Jul 2025 |
-1.68%
Sep 2020 – Sep 2025 |
2.92%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGGSF (Greggs plc) |
37.85%
Jul 2012 – Jul 2015 |
30.41%
Jul 2014 – Jul 2019 |
20.02%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart