Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWDJF (Howden Joinery Group Plc) | -11.66% | -15.44% | 8.26% | 0.34% | 7.06% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWDJF (Howden Joinery Group Plc) | 06/10/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.17 | -15.44 | 8.26 | 0.34 | 7.06 | NA | NA | … | … | -11.66 | 21.48 | -10.03 | 61.45 | -41.81 | 37.57 | 5.30 | 64.42 | -10.45 | 30.35 | -36.67 | 31.08 | 64.55 | 0.54 |
| Sharpe Ratio | NA | -0.51 | 0.11 | -0.03 | 0.13 | NA | NA | … | … | -1.06 | 0.49 | -0.35 | 1.82 | -0.97 | 1.13 | 0.08 | 1.87 | -0.41 | 1.10 | -0.95 | 1.59 | 1.22 | 1.30 |
| Standard Deviation(%) | NA | 35.35 | 36.83 | 37.84 | 39.81 | NA | NA | … | … | 33.57 | 38.88 | 39.07 | 32.07 | 44.90 | 33.22 | 64.59 | 33.73 | 28.72 | 27.11 | 38.86 | 19.55 | 52.77 | 0.72 |
| Draw Down(%) | NA | 22.09 | 33.00 | 58.24 | 58.24 | NA | NA | … | … | 21.31 | 19.35 | 27.08 | 20.60 | 54.23 | 15.60 | 52.92 | 13.86 | 24.92 | 12.72 | 42.04 | 0.00 | 4.42 | 0.00 |
| Yield(%) | 0.00 | 0.57 | 2.83 | 2.36 | 3.06 | 4.01 | 3.01 | … | … | 0.00 | 5.11 | 1.52 | 6.07 | 1.73 | 1.98 | 1.03 | 2.22 | 1.79 | 2.89 | 1.41 | 1.66 | 1.62 | 0.54 |
Data as of 06/05/2026, Common starting date is 06/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWDJF (Howden Joinery Group Plc) |
-9.58%
Dec 2015 – Dec 2018 |
0.76%
Sep 2017 – Sep 2022 |
6.00%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWDJF (Howden Joinery Group Plc) |
33.54%
Dec 2018 – Dec 2021 |
24.28%
Nov 2016 – Nov 2021 |
13.56%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart