Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTWSF (Helios Towers plc) | 32.16% | 77.51% | 38.06% | 5.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTWSF (Helios Towers plc) | 02/03/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | 77.51 | 38.06 | 5.28 | NA | NA | NA | … | … | 32.16 | 109.35 | -0.86 | -10.08 | -41.63 | -4.74 |
| Sharpe Ratio | NA | 2.95 | 0.97 | 0.09 | NA | NA | NA | … | … | 3.16 | 3.06 | -0.19 | -0.35 | -0.61 | -0.38 |
| Standard Deviation(%) | NA | 32.73 | 39.47 | 45.58 | NA | NA | NA | … | … | 42.51 | 35.59 | 38.57 | 41.51 | 70.55 | 13.53 |
| Draw Down(%) | NA | 17.09 | 43.41 | 68.53 | NA | NA | NA | … | … | 17.09 | 14.89 | 34.91 | 51.33 | 52.61 | 12.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTWSF (Helios Towers plc) |
-21.48%
Dec 2021 – Dec 2024 |
-0.35%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTWSF (Helios Towers plc) |
39.89%
May 2023 – May 2026 |
6.84%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart