Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPEAF (Great Portland Estates Plc) | 23.51% | -11.09% | -16.83% | -14.02% | -6.72% | NA | NA | -1.64% |
Data as of 05/28/2025, AR inception is 02/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPEAF (Great Portland Estates Plc) | 02/27/2013 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.09 | -16.83 | -14.02 | -6.72 | NA | NA | -1.64 | 23.51 | -28.02 | -7.20 | -41.43 | 19.22 | 6.41 | 1.61 | -6.28 | 20.78 | -36.43 | 18.41 | 18.80 | 30.03 |
| Sharpe Ratio | NA | -0.19 | -0.20 | -0.18 | -0.13 | NA | NA | -0.05 | 1.04 | -0.88 | -0.12 | -0.33 | 0.56 | 0.09 | 0.12 | -0.29 | 1.02 | -0.89 | 1.01 | 1.19 | 1.58 |
| Standard Deviation(%) | NA | 75.95 | 98.94 | 87.41 | 62.58 | NA | NA | 56.76 | 52.51 | 37.79 | 94.78 | 130.33 | 34.21 | 70.29 | 1.16 | 26.30 | 19.83 | 41.26 | 18.27 | 15.80 | 23.10 |
| Draw Down(%) | NA | 36.24 | 58.74 | 66.31 | 68.57 | NA | NA | 68.57 | 11.42 | 28.02 | 39.49 | 63.81 | 19.29 | 39.24 | 0.00 | 23.22 | 7.54 | 43.95 | 5.71 | 5.91 | 12.10 |
| Yield(%) | 0.00 | 0.00 | 1.08 | 1.16 | 1.12 | 1.37 | 1.03 | 1.71 | 0.00 | 0.00 | 3.69 | 1.36 | 1.52 | 1.60 | 1.60 | 1.08 | 5.21 | 0.40 | 0.79 | 0.93 | 1.32 |
Data as of 05/28/2025, AR inception is 02/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPEAF (Great Portland Estates Plc) |
-29.88%
Jan 2022 - Jan 2025 |
-14.80%
Jan 2020 - Jan 2025 |
-8.94%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPEAF (Great Portland Estates Plc) |
18.10%
Mar 2013 - Mar 2016 |
11.38%
Mar 2013 - Mar 2018 |
-0.36%
Mar 2013 - Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart