Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHCPF (Inchcape plc) | NA | -13.81% | 1.31% | 11.60% | -0.38% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHCPF (Inchcape plc) | 05/30/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.81 | 1.31 | 11.60 | -0.38 | NA | NA | … | … | 0.75 | 19.12 | -13.35 | -5.81 | 31.61 | 12.68 | -24.91 | -0.19 | 30.36 | -25.33 | 10.84 | 1.50 | 19.35 |
| Sharpe Ratio | NA | -0.71 | -0.09 | 0.31 | -0.06 | NA | NA | … | … | -0.10 | 0.55 | -0.77 | -0.18 | 1.08 | 0.25 | -0.85 | -0.46 | 1.12 | -1.56 | 0.18 | 0.10 | 1.77 |
| Standard Deviation(%) | NA | 23.91 | 22.84 | 30.45 | 33.86 | NA | NA | … | … | 19.16 | 28.32 | 22.24 | 39.37 | 29.31 | 49.43 | 31.21 | 3.41 | 26.56 | 16.40 | 59.05 | 14.37 | 19.63 |
| Draw Down(%) | NA | 16.73 | 27.70 | 33.18 | 55.29 | NA | NA | … | … | 10.75 | 15.82 | 27.70 | 29.36 | 13.11 | 37.91 | 26.76 | 2.74 | 0.00 | 25.33 | 35.43 | 8.14 | 0.00 |
| Yield(%) | 0.00 | 3.23 | 4.10 | 5.46 | 1.98 | 1.95 | 1.46 | … | … | 3.77 | 5.61 | 4.10 | 2.59 | 2.10 | 2.29 | 2.52 | 2.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHCPF (Inchcape plc) |
-19.42%
May 2017 – May 2020 |
-14.87%
Apr 2015 – Apr 2020 |
-0.73%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHCPF (Inchcape plc) |
27.43%
Mar 2020 – Mar 2023 |
15.77%
Mar 2020 – Mar 2025 |
4.32%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart