Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMBBY (Imperial Brands PLC) | -11.26% | -0.72% | 26.89% | 17.37% | 3.11% | 6.74% | 7.48% | … | … |
Data as of 06/04/2026, Common starting date is 11/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMBBY (Imperial Brands PLC) | 11/10/1998 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.73 | -0.72 | 26.89 | 17.37 | 3.11 | 6.74 | 7.48 | … | … | -11.26 | 39.04 | 47.51 | 0.50 | 22.09 | 14.18 | -6.17 | -10.62 | -23.37 | 2.69 | -14.12 | 28.32 | 18.28 | 5.15 | 7.32 | 27.70 | 1.18 | 24.40 | -41.72 | 39.85 | 35.23 | 13.53 | 44.35 | 23.22 | 53.79 | 39.43 | 30.69 | -21.82 | 1.69 |
| Sharpe Ratio | NA | -0.01 | 1.18 | 0.71 | 0.06 | NA | NA | … | … | -1.06 | 1.69 | 2.46 | -0.16 | 0.81 | 0.72 | -0.17 | -0.41 | -1.05 | 0.11 | -0.57 | 1.23 | 0.89 | 0.29 | 0.36 | 1.06 | 0.05 | 0.81 | -0.91 | 1.50 | 1.82 | 0.73 | 2.16 | 0.95 | 1.62 | 1.36 | 0.63 | -0.80 | 0.38 |
| Standard Deviation(%) | NA | 20.82 | 20.42 | 21.07 | 24.40 | NA | NA | … | … | 24.50 | 21.55 | 17.82 | 19.29 | 25.64 | 19.64 | 37.35 | 29.38 | 23.58 | 18.12 | 24.94 | 23.01 | 20.53 | 17.60 | 20.34 | 26.03 | 22.16 | 29.95 | 46.70 | 24.52 | 17.54 | 15.37 | 20.05 | 23.70 | 32.40 | 27.66 | 42.14 | 31.38 | 25.30 |
| Draw Down(%) | NA | 18.45 | 18.91 | 21.68 | 65.09 | NA | NA | … | … | 18.45 | 15.64 | 11.81 | 21.03 | 19.45 | 14.45 | 42.85 | 36.21 | 29.70 | 18.78 | 22.65 | 12.15 | 13.06 | 14.15 | 14.19 | 13.96 | 24.33 | 22.23 | 54.74 | 13.12 | 8.46 | 11.29 | 6.67 | 14.87 | 19.68 | 11.71 | 34.90 | 34.35 | 9.19 |
| Yield(%) | 0.00 | 5.65 | 9.63 | 8.51 | 3.80 | 5.74 | 6.88 | … | … | 2.63 | 7.17 | 8.28 | 7.08 | 7.91 | 8.98 | 8.45 | 8.53 | 5.67 | 4.74 | 3.98 | 6.62 | 5.05 | 4.48 | 4.10 | 4.64 | 3.91 | 5.46 | 11.80 | 3.11 | 3.39 | 3.60 | 3.88 | 3.61 | 23.55 | 5.03 | 2.39 | 4.30 | 3.08 |
Data as of 06/04/2026, Common starting date is 11/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBBY (Imperial Brands PLC) |
-22.20%
Mar 2017 – Mar 2020 |
-16.25%
Oct 2015 – Oct 2020 |
-1.34%
Oct 2010 – Oct 2020 |
1.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBBY (Imperial Brands PLC) |
49.73%
Apr 2000 – Apr 2003 |
44.15%
Apr 2000 – Apr 2005 |
25.07%
Feb 2000 – Feb 2010 |
21.48%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart