Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLFDY (Halfords Group PLC ADR) | -11.66% | -15.85% | -7.69% | -17.72% | -7.12% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLFDY (Halfords Group PLC ADR) | 03/15/2012 | 06/03/2026 |
| 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 (%) | 0.00 | -15.85 | -7.69 | -17.72 | -7.12 | NA | NA | … | … | -11.66 | 30.33 | -25.96 | -3.20 | -42.84 | 28.24 | 67.67 | -28.52 | -20.40 | 9.17 | -7.88 | -27.26 | -8.11 | 56.42 | 22.12 |
| Sharpe Ratio | NA | -0.87 | -0.13 | -0.21 | -0.11 | NA | NA | … | … | -1.91 | 0.49 | -0.41 | -0.07 | -0.30 | 0.39 | 0.48 | -0.87 | -0.69 | 0.48 | -0.21 | -0.68 | -0.41 | 1.57 | 0.63 |
| Standard Deviation(%) | NA | 21.31 | 73.69 | 95.43 | 83.45 | NA | NA | … | … | 15.01 | 56.21 | 71.82 | 102.01 | 147.92 | 73.05 | 140.59 | 34.28 | 31.62 | 17.74 | 37.95 | 40.28 | 19.98 | 35.83 | 45.79 |
| Draw Down(%) | NA | 23.81 | 44.77 | 75.27 | 80.19 | NA | NA | … | … | 11.66 | 19.06 | 34.74 | 22.73 | 68.80 | 37.73 | 56.21 | 39.15 | 36.72 | 7.37 | 32.07 | 31.00 | 14.23 | 24.05 | 34.67 |
| Yield(%) | 0.00 | 5.46 | 4.49 | 1.94 | 2.67 | 3.78 | 2.84 | … | … | 0.00 | 7.48 | 4.51 | 4.92 | 2.30 | 3.02 | 0.00 | 7.11 | 5.34 | 8.23 | 4.68 | 3.57 | 2.93 | 4.22 | 7.20 |
Data as of 06/03/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFDY (Halfords Group PLC ADR) |
-33.83%
Apr 2017 – Apr 2020 |
-26.07%
Apr 2015 – Apr 2020 |
-10.22%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFDY (Halfords Group PLC ADR) |
35.79%
Jul 2012 – Jul 2015 |
15.54%
Apr 2020 – Apr 2025 |
6.86%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart