Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GROUF (Grafton Group plc) | NA | -9.96% | -3.46% | 4.37% | 1.68% | 10.38% | NA | … | … |
Data as of 04/21/2025, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GROUF (Grafton Group plc) | 01/06/2010 | 04/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.96 | -3.46 | 4.37 | 1.68 | 10.38 | NA | … | … | -12.00 | 92.84 | 6.24 | -55.67 | 56.49 | -12.94 | 31.68 | -14.22 | 5.68 | 0.80 | 12.81 | -9.99 | 126.04 | 65.18 | -8.96 | -1.01 |
| Sharpe Ratio | NA | -1.20 | -0.20 | 0.05 | 0.00 | NA | NA | … | … | -1.60 | 1.48 | 0.43 | -1.80 | 1.66 | -0.34 | 0.88 | -1.36 | 0.10 | 0.07 | 0.48 | -0.63 | 5.31 | 1.52 | -0.18 | -0.02 |
| Standard Deviation(%) | NA | 13.57 | 38.98 | 37.71 | 34.38 | NA | NA | … | … | 23.59 | 59.07 | 4.63 | 31.85 | 34.07 | 38.08 | 34.51 | 11.41 | 50.72 | 8.92 | 26.50 | 15.83 | 23.74 | 43.38 | 50.97 | 55.16 |
| Draw Down(%) | NA | 14.33 | 50.09 | 62.11 | 62.11 | NA | NA | … | … | 12.00 | 2.65 | 0.00 | 55.67 | 14.54 | 34.94 | 19.64 | 16.84 | 35.49 | 6.42 | 20.00 | 12.60 | 5.79 | 28.87 | 29.04 | 30.88 |
| Yield(%) | 0.00 | 1.12 | 2.37 | 3.00 | 2.12 | 5.86 | 4.47 | … | … | 0.00 | 6.89 | 5.94 | 2.09 | 3.51 | 1.35 | 2.16 | 1.86 | 1.73 | 1.63 | 1.77 | 1.42 | 2.40 | 3.28 | 21.03 | 1.07 |
Data as of 04/21/2025, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GROUF (Grafton Group plc) |
-15.82%
Jan 2020 – Jan 2023 |
-7.93%
Mar 2018 – Mar 2023 |
-2.40%
Dec 2013 – Dec 2023 |
11.09%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GROUF (Grafton Group plc) |
61.53%
Jun 2012 – Jun 2015 |
40.81%
Aug 2010 – Aug 2015 |
22.09%
Aug 2011 – Aug 2021 |
12.34%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart