Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILPMY (Permanent TSB Group Holdings PLC ADR) | 6.46% | 61.80% | 12.42% | 12.67% | -3.08% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILPMY (Permanent TSB Group Holdings PLC ADR) | 08/12/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 61.80 | 12.42 | 12.67 | -3.08 | NA | NA | … | … | 6.46 | 77.46 | -7.98 | 1.62 | 2.78 | 89.47 | -26.92 | -20.25 | 0.00 | 35.83 | -79.56 | -9.69 |
| Sharpe Ratio | NA | 1.08 | 0.16 | 0.19 | -0.07 | NA | NA | … | … | 0.27 | 1.26 | -0.34 | -0.03 | 0.03 | 1.24 | -0.28 | -0.60 | 0.00 | 0.90 | -0.58 | -0.45 |
| Standard Deviation(%) | NA | 60.25 | 48.54 | 52.17 | 67.81 | NA | NA | … | … | 51.65 | 59.66 | 34.15 | 61.26 | 40.62 | 72.04 | 97.07 | 36.11 | NA | 39.30 | 137.91 | 51.86 |
| Draw Down(%) | NA | 26.56 | 45.20 | 54.33 | 89.04 | NA | NA | … | … | 22.64 | 26.56 | 30.10 | 40.67 | 40.76 | 27.55 | 62.60 | 35.43 | 0.00 | 7.95 | 79.56 | 24.15 |
| Yield(%) | 0.00 | 1.05 | 0.31 | 0.24 | 0.05 | 0.02 | 0.02 | … | … | 0.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILPMY (Permanent TSB Group Holdings PLC ADR) |
-35.52%
Oct 2015 – Oct 2018 |
-37.50%
Oct 2015 – Oct 2020 |
-7.31%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILPMY (Permanent TSB Group Holdings PLC ADR) |
68.64%
May 2020 – May 2023 |
43.88%
Nov 2020 – Nov 2025 |
0.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart