Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) | 9.79% | 40.09% | 20.96% | 13.58% | 6.87% | NA | NA | 8.39% |
Data as of 07/29/2025, AR inception is 01/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) | 01/21/2014 | 07/29/2025 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 40.09 | 20.96 | 13.58 | 6.87 | NA | NA | 8.39 | 9.79 | 38.65 | 10.83 | -9.87 | -7.86 | 48.86 | 43.28 | -22.98 | -14.21 | 2.44 | 13.43 | 5.79 |
| Sharpe Ratio | NA | 0.42 | 0.44 | 0.26 | 0.13 | NA | NA | 0.16 | 0.38 | 0.62 | 0.18 | -0.21 | -0.20 | 0.96 | 1.16 | -0.65 | -0.23 | 0.20 | 0.51 | 0.23 |
| Standard Deviation(%) | NA | 61.20 | 52.00 | 48.14 | 45.47 | NA | NA | 43.71 | 54.84 | 56.81 | 40.32 | 53.71 | 39.73 | 50.54 | 36.05 | 37.37 | 65.91 | 11.06 | 26.40 | 26.86 |
| Draw Down(%) | NA | 21.58 | 22.12 | 38.35 | 46.75 | NA | NA | 46.75 | 21.58 | 14.34 | 22.11 | 31.76 | 20.32 | 26.98 | 23.18 | 41.61 | 43.63 | 13.33 | 11.40 | 15.84 |
| Yield(%) | 0.00 | 5.67 | 6.05 | 5.89 | 4.32 | 3.77 | 2.83 | 5.14 | 1.34 | 6.17 | 5.77 | 4.73 | 4.74 | 6.28 | 8.15 | 6.19 | 3.72 | 3.75 | 4.10 | 4.42 |
Data as of 07/29/2025, AR inception is 01/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) |
-13.70%
May 2016 - May 2019 |
-5.81%
May 2014 - May 2019 |
3.55%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) |
29.74%
Jun 2022 - Jun 2025 |
19.96%
Aug 2019 - Aug 2024 |
8.23%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart