Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWDJY (Howden Joinery Group PLC ADR) | 0.00% | -13.47% | 11.40% | 3.64% | NA | NA | NA | … | … |
Data as of 04/09/2026, Common starting date is 07/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWDJY (Howden Joinery Group PLC ADR) | 07/29/2016 | 04/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.47 | 11.40 | 3.64 | NA | NA | NA | … | … | 0.00 | -13.47 | 32.91 | 73.14 | -49.27 | 36.25 | -0.19 | 72.75 | -11.38 | 30.87 | -15.24 |
| Sharpe Ratio | NA | -0.96 | 0.15 | 0.02 | NA | NA | NA | … | … | 0.00 | -0.26 | 0.45 | 1.17 | -0.51 | 0.96 | 0.00 | 2.52 | -0.41 | 0.88 | -0.55 |
| Standard Deviation(%) | NA | 16.81 | 59.53 | 67.98 | NA | NA | NA | … | … | NA | 63.52 | 65.34 | 60.16 | 100.62 | 37.70 | 93.01 | 28.23 | 31.45 | 34.40 | 59.59 |
| Draw Down(%) | NA | 15.33 | 29.68 | 59.15 | NA | NA | NA | … | … | 0.00 | 29.68 | 22.26 | 19.81 | 57.67 | 14.81 | 50.95 | 11.24 | 28.49 | 15.58 | 30.50 |
| Yield(%) | 0.00 | 2.17 | 3.16 | 2.37 | 2.96 | 1.97 | 1.48 | … | … | 0.00 | 2.17 | 2.67 | 4.14 | 2.10 | 1.95 | 0.00 | 2.77 | 2.36 | 3.14 | 0.69 |
Data as of 04/09/2026, Common starting date is 07/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWDJY (Howden Joinery Group PLC ADR) |
-11.64%
Dec 2019 – Dec 2022 |
1.10%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWDJY (Howden Joinery Group PLC ADR) |
33.62%
Oct 2018 – Oct 2021 |
25.92%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart