Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRPTY (Getlink SE ADR) | 0.00% | 16.38% | 2.52% | 3.76% | 3.23% | NA | NA | 6.04% |
Data as of 05/29/2025, AR inception is 02/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRPTY (Getlink SE ADR) | 02/07/2014 | 05/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.38 | 2.52 | 3.76 | 3.23 | NA | NA | 6.04 | 0.00 | -3.82 | 18.05 | -3.92 | 10.23 | 0.00 | 22.01 | 4.88 | 38.50 | -34.31 | 19.73 | 13.73 |
| Sharpe Ratio | NA | 0.45 | -0.01 | 0.03 | 0.04 | NA | NA | 0.10 | -0.10 | -0.10 | 0.14 | -0.54 | 0.32 | -0.01 | 2.12 | 0.19 | 1.46 | -0.61 | 1.51 | 1.47 |
| Standard Deviation(%) | NA | 29.28 | 73.66 | 58.94 | 48.01 | NA | NA | 45.41 | 30.33 | 72.86 | 102.98 | 10.01 | 32.01 | 38.21 | 9.68 | 18.19 | 25.99 | 56.23 | 13.06 | 10.51 |
| Draw Down(%) | NA | 11.50 | 22.19 | 22.19 | 37.44 | NA | NA | 37.44 | 8.68 | 20.76 | 22.19 | 9.17 | 14.10 | 23.68 | 0.00 | 11.47 | 5.91 | 36.29 | 1.81 | 0.00 |
| Yield(%) | 0.00 | 4.12 | 2.26 | 1.84 | 1.81 | 1.86 | 1.40 | 2.54 | 0.00 | 3.32 | 3.43 | 1.24 | 0.39 | 0.00 | 3.08 | 2.75 | 3.07 | 1.67 | 1.57 | 1.84 |
Data as of 05/29/2025, AR inception is 02/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRPTY (Getlink SE ADR) |
-6.43%
Mar 2014 - Mar 2017 |
0.66%
Sep 2019 - Sep 2024 |
3.45%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRPTY (Getlink SE ADR) |
22.15%
Jan 2017 - Jan 2020 |
14.97%
Jan 2017 - Jan 2022 |
5.30%
Dec 2014 - Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart