Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPZYF (IP Group Plc) | NA | 15.25% | -11.69% | -6.79% | -14.74% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPZYF (IP Group Plc) | 08/28/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.25 | -11.69 | -6.79 | -14.74 | NA | NA | … | … | 15.25 | -21.33 | -6.22 | -45.04 | 52.01 | 40.85 | -49.29 | -29.29 | 4.76 | -43.24 | -3.48 | 54.02 | 12.00 |
| Sharpe Ratio | NA | 0.78 | -0.54 | -0.28 | -0.43 | NA | NA | … | … | 1.01 | -0.89 | -0.40 | -1.46 | 1.15 | 0.92 | -0.89 | -1.04 | 0.14 | -0.91 | -0.10 | 1.39 | 2.03 |
| Standard Deviation(%) | NA | 15.57 | 28.10 | 31.87 | 37.90 | NA | NA | … | … | 18.16 | 31.43 | 26.51 | 31.96 | 45.37 | 43.99 | 57.26 | 29.31 | 29.29 | 47.89 | 36.30 | 38.98 | 19.40 |
| Draw Down(%) | NA | 3.39 | 48.34 | 71.23 | 85.83 | NA | NA | … | … | 3.39 | 32.00 | 21.22 | 45.04 | 18.47 | 21.05 | 49.29 | 29.80 | 22.75 | 46.25 | 22.93 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.31 | 0.99 | 0.14 | 0.17 | 0.13 | … | … | 0.00 | 0.00 | 1.16 | 1.32 | 2.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPZYF (IP Group Plc) |
-33.18%
Oct 2016 – Oct 2019 |
-28.80%
Jul 2015 – Jul 2020 |
-17.55%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPZYF (IP Group Plc) |
13.26%
Nov 2019 – Nov 2022 |
-1.08%
Jul 2020 – Jul 2025 |
-8.94%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart