Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GLVHF (Glenveagh Properties PLC) 49.41% 49.41% 35.54% 26.96% NA NA NA
Data as of 06/04/2026, Common starting date is 06/17/2020
More Performance Analytics Comparison
Name Start Date End Date
GLVHF (Glenveagh Properties PLC) 06/17/2020 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
Annualized Return (%) 0.00 49.41 35.54 26.96 NA NA NA 49.41 0.00 41.67 36.36 14.29 0.65 0.66
Sharpe Ratio NA 1.16 1.00 0.59 NA NA NA 2.61 0.00 1.00 1.47 0.18 0.43 1.29
Standard Deviation(%) NA 40.23 32.26 41.19 NA NA NA 63.11 NA 35.36 22.00 71.83 1.46 0.89
Draw Down(%) NA 0.00 0.38 37.35 NA NA NA 0.00 0.00 0.38 0.00 37.35 0.65 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLVHF (Glenveagh Properties PLC) 6.69%
Feb 2022 – Feb 2025
17.32%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLVHF (Glenveagh Properties PLC) 35.54%
Mar 2023 – Mar 2026
27.13%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return