Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMBBF (Imperial Brands PLC) | -12.23% | -0.27% | 27.37% | 18.13% | 3.11% | 5.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMBBF (Imperial Brands PLC) | 02/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.09 | -0.27 | 27.37 | 18.13 | 3.11 | 5.70 | NA | … | … | -12.23 | 40.26 | 47.62 | 0.72 | 27.69 | 16.84 | -9.20 | -12.40 | -26.28 | 1.72 | -10.68 | 23.40 | 21.34 | 0.58 | 0.39 | 22.90 | -2.82 |
| Sharpe Ratio | NA | -0.07 | 0.54 | 0.36 | 0.03 | NA | NA | … | … | -0.65 | 0.82 | 0.97 | -0.08 | 0.71 | 0.44 | -0.18 | -0.35 | -0.85 | 0.05 | -0.42 | 1.00 | 0.92 | 0.02 | 0.02 | 0.80 | -0.21 |
| Standard Deviation(%) | NA | 43.42 | 44.84 | 41.64 | 39.43 | NA | NA | … | … | 46.01 | 45.80 | 45.17 | 38.39 | 37.33 | 37.90 | 52.90 | 39.20 | 32.85 | 21.40 | 25.72 | 23.47 | 23.09 | 23.03 | 19.97 | 28.71 | 16.35 |
| Draw Down(%) | NA | 22.44 | 22.44 | 22.44 | 66.58 | NA | NA | … | … | 22.44 | 18.36 | 12.55 | 21.75 | 17.74 | 16.54 | 41.90 | 37.39 | 31.86 | 18.75 | 23.74 | 13.10 | 13.30 | 17.44 | 12.67 | 16.44 | 15.67 |
| Yield(%) | 0.00 | 5.68 | 10.21 | 9.14 | 3.69 | 4.78 | 4.10 | … | … | 2.60 | 7.05 | 7.19 | 9.93 | 7.05 | 11.16 | 7.72 | 5.72 | 3.74 | 4.96 | 4.12 | 7.16 | 5.68 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBBF (Imperial Brands PLC) |
-26.27%
Mar 2017 – Mar 2020 |
-17.27%
Oct 2015 – Oct 2020 |
-2.81%
Oct 2010 – Oct 2020 |
5.69%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBBF (Imperial Brands PLC) |
40.81%
Sep 2022 – Sep 2025 |
31.86%
Aug 2020 – Aug 2025 |
6.08%
Aug 2015 – Aug 2025 |
8.48%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart