Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLNCF (Haleon plc) | 17.08% | 35.25% | NA | NA | NA | NA | NA | 27.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLNCF (Haleon plc) | 07/28/2022 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 07/28/2022.
AR inception is since 07/28/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 35.25 | NA | NA | NA | NA | NA | 27.55 | 17.08 | 16.39 | 6.53 | 12.07 |
| Sharpe Ratio | NA | 0.95 | NA | NA | NA | NA | NA | 0.02 | 1.53 | 0.34 | 0.01 | 0.02 |
| Standard Deviation(%) | NA | 35.88 | NA | NA | NA | NA | NA | 758.19 | 47.71 | 29.11 | 421.42 | 1,824.14 |
| Draw Down(%) | NA | 20.27 | NA | NA | NA | NA | NA | 99.94 | 15.73 | 16.48 | 94.99 | 99.94 |
| Yield(%) | 0.00 | 4.04 | 2.39 | 1.43 | 0.72 | 0.48 | 0.36 | 3.58 | 2.55 | 2.13 | 1.11 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLNCF (Haleon plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLNCF (Haleon plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart