Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IKTSF (Intertek Group plc) | 15.58% | 14.45% | 16.17% | 2.22% | 7.08% | 8.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IKTSF (Intertek Group plc) | 06/25/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 14.45 | 16.17 | 2.22 | 7.08 | 8.02 | NA | … | … | 15.58 | 11.42 | 11.82 | 16.34 | -34.56 | 0.34 | 5.07 | 33.29 | -17.36 | 71.93 | 3.26 | 15.56 | -27.99 | 4.07 | 63.64 | 9.24 | 45.52 | 67.15 | -38.46 |
| Sharpe Ratio | NA | 0.29 | 0.28 | -0.04 | 0.15 | NA | NA | … | … | 0.66 | 0.17 | 0.20 | 0.54 | -1.04 | 0.01 | 0.11 | 1.24 | -0.78 | 3.54 | 0.14 | 0.61 | -1.05 | 0.24 | 3.45 | 0.54 | 1.62 | 1.85 | -1.57 |
| Standard Deviation(%) | NA | 55.50 | 46.90 | 40.66 | 34.57 | NA | NA | … | … | 66.93 | 51.08 | 41.38 | 23.69 | 34.81 | 22.52 | 43.26 | 25.75 | 24.04 | 20.22 | 21.59 | 25.67 | 26.56 | 16.89 | 18.59 | 16.90 | 28.11 | 36.27 | 39.13 |
| Draw Down(%) | NA | 30.93 | 30.93 | 48.64 | 49.91 | NA | NA | … | … | 28.61 | 25.40 | 21.74 | 16.43 | 46.15 | 20.76 | 43.17 | 11.82 | 27.75 | 3.02 | 13.36 | 13.24 | 31.58 | 12.96 | 6.34 | 8.31 | 15.42 | 14.19 | 39.70 |
| Yield(%) | 1.91 | 3.33 | 4.09 | 2.38 | 3.10 | 3.78 | 4.71 | … | … | 2.25 | 5.64 | 1.70 | 2.78 | 1.80 | 1.88 | 1.74 | 1.89 | 1.14 | 2.08 | 1.87 | 2.37 | 1.69 | 0.92 | 1.30 | 1.16 | 1.46 | 2.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKTSF (Intertek Group plc) |
-13.56%
Sep 2019 – Sep 2022 |
-7.39%
Sep 2017 – Sep 2022 |
0.59%
Oct 2013 – Oct 2023 |
5.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKTSF (Intertek Group plc) |
53.24%
Apr 2009 – Apr 2012 |
35.25%
Dec 2008 – Dec 2013 |
20.75%
Apr 2009 – Apr 2019 |
13.65%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart