Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRGLF (Hargreaves Lansdown plc) | NA | 49.69% | 3.79% | -2.61% | -0.18% | NA | NA | … | … |
Data as of 03/27/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRGLF (Hargreaves Lansdown plc) | 08/06/2012 | 03/27/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.29 | 49.69 | 3.79 | -2.61 | -0.18 | NA | NA | … | … | 0.93 | 49.38 | -2.39 | -40.70 | 3.55 | -31.99 | 11.76 | -2.78 | 68.84 | -31.49 | 49.42 | -29.91 | 107.40 | 22.34 |
| Sharpe Ratio | NA | 0.91 | -0.03 | -0.13 | -0.05 | NA | NA | … | … | 0.04 | 1.01 | -0.16 | -0.85 | 0.09 | -0.52 | 0.29 | -0.12 | 2.54 | -0.60 | 1.31 | -0.70 | 3.69 | 2.45 |
| Standard Deviation(%) | NA | 42.94 | 44.21 | 43.74 | 42.80 | NA | NA | … | … | 28.54 | 42.64 | 42.91 | 49.45 | 37.58 | 61.24 | 35.57 | 34.35 | 26.95 | 52.46 | 37.66 | 42.51 | 29.11 | 27.02 |
| Draw Down(%) | NA | 11.92 | 39.82 | 67.31 | 71.93 | NA | NA | … | … | 9.29 | 13.70 | 29.06 | 55.40 | 35.12 | 47.35 | 28.06 | 26.15 | 12.11 | 38.56 | 18.28 | 46.66 | 16.34 | 10.71 |
| Yield(%) | 0.00 | 4.56 | 3.54 | 2.71 | 2.48 | 3.93 | 2.95 | … | … | 0.00 | 6.17 | 5.06 | 2.79 | 1.64 | 2.69 | 2.20 | 0.00 | 2.41 | 2.15 | 3.56 | 2.48 | 2.76 | 1.71 |
Data as of 03/27/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRGLF (Hargreaves Lansdown plc) |
-27.50%
Oct 2020 – Oct 2023 |
-18.53%
Aug 2018 – Aug 2023 |
-6.82%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRGLF (Hargreaves Lansdown plc) |
29.51%
Dec 2012 – Dec 2015 |
22.17%
Jan 2013 – Jan 2018 |
2.32%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart