Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBJHF (Ibstock plc) | 42.07% | 27.30% | -4.06% | -8.79% | NA | NA | NA | -3.18% |
Data as of 03/10/2025, AR inception is 11/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBJHF (Ibstock plc) | 11/10/2017 | 03/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.30 | -4.06 | -8.79 | NA | NA | NA | -3.18 | 42.07 | -10.40 | -3.75 | -27.92 | 37.17 | -49.06 | 44.66 | -10.38 | -0.30 |
| Sharpe Ratio | NA | 0.44 | -0.20 | -0.20 | NA | NA | NA | -0.10 | NA | -0.60 | -0.30 | -1.02 | 0.82 | -0.56 | 1.19 | -0.43 | -3.85 |
| Standard Deviation(%) | NA | 54.44 | 35.68 | 53.24 | NA | NA | NA | 46.71 | 0.00 | 27.47 | 25.22 | 28.89 | 45.48 | 87.15 | 36.39 | 27.38 | 0.84 |
| Draw Down(%) | NA | 20.77 | 40.83 | 57.71 | NA | NA | NA | 58.80 | 0.00 | 20.77 | 20.57 | 31.04 | 17.86 | 55.25 | 19.86 | 26.79 | 0.30 |
| Yield(%) | 0.00 | 4.16 | 2.66 | 1.65 | 1.72 | 1.15 | 0.86 | 2.45 | 0.00 | 4.16 | 5.29 | 1.51 | 2.12 | 1.67 | 4.11 | 4.01 | 0.00 |
Data as of 03/10/2025, AR inception is 11/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBJHF (Ibstock plc) |
-20.47%
Apr 2021 - Apr 2024 |
-13.00%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBJHF (Ibstock plc) |
8.13%
Sep 2020 - Sep 2023 |
-4.54%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart