Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHG (InterContinental Hotels Group PLC) | 16.16% | 42.31% | 36.24% | 20.30% | 17.74% | 19.33% | 15.66% | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHG (InterContinental Hotels Group PLC) | 04/10/2003 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.69 | 42.31 | 36.24 | 20.30 | 17.74 | 19.33 | 15.66 | … | … | 16.16 | 15.80 | 39.13 | 59.59 | -8.70 | 0.14 | -2.97 | 33.89 | -12.53 | 45.98 | 39.31 | -1.23 | 22.40 | 28.35 | 58.59 | -6.33 | 41.05 | 79.88 | -50.54 | -29.97 | 77.73 | -14.07 | 35.31 | 66.27 |
| Sharpe Ratio | NA | 1.22 | 1.34 | 0.63 | 0.51 | NA | NA | … | … | 0.92 | 0.51 | 1.68 | 2.60 | -0.28 | 0.00 | -0.05 | 1.76 | -0.66 | 3.18 | 1.21 | -0.05 | 1.02 | 1.51 | 2.38 | -0.17 | 1.20 | 1.55 | -0.90 | -1.00 | 2.45 | -0.47 | 1.43 | 2.47 |
| Standard Deviation(%) | NA | 25.62 | 23.68 | 26.79 | 30.53 | NA | NA | … | … | 28.77 | 25.56 | 21.17 | 21.72 | 35.77 | 27.49 | 63.04 | 18.38 | 21.25 | 14.33 | 32.42 | 23.87 | 22.05 | 18.76 | 24.88 | 37.49 | 34.23 | 51.32 | 57.23 | 33.29 | 30.46 | 35.08 | 24.02 | 40.76 |
| Draw Down(%) | NA | 13.04 | 28.13 | 34.44 | 59.29 | NA | NA | … | … | 13.04 | 28.13 | 17.54 | 10.89 | 32.78 | 19.78 | 58.76 | 16.81 | 24.91 | 14.27 | 17.11 | 22.44 | 19.41 | 12.12 | 11.58 | 32.62 | 17.03 | 35.26 | 61.47 | 38.01 | 18.86 | 30.82 | 17.90 | 11.00 |
| Yield(%) | 0.00 | 1.60 | 3.04 | 2.39 | 3.56 | 6.69 | 4.59 | … | … | 0.90 | 2.32 | 1.73 | 2.44 | 1.97 | 0.00 | 1.24 | 6.50 | 1.68 | 2.12 | 18.72 | 2.00 | 2.12 | 6.97 | 3.25 | 2.58 | 2.89 | 4.72 | 2.45 | 1.46 | 1.82 | 2.21 | 2.55 | 1.12 |
Data as of 06/05/2026, Common starting date is 04/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHG (InterContinental Hotels Group PLC) |
-22.05%
Feb 2006 – Feb 2009 |
-10.66%
Feb 2004 – Feb 2009 |
10.93%
Dec 2006 – Dec 2016 |
9.62%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHG (InterContinental Hotels Group PLC) |
54.44%
Feb 2009 – Feb 2012 |
42.02%
Feb 2009 – Feb 2014 |
30.84%
Feb 2009 – Feb 2019 |
24.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart