Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITVPF (ITV plc) | 10.00% | 19.00% | 18.02% | -3.20% | -3.99% | 5.55% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITVPF (ITV plc) | 06/25/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.00 | 18.02 | -3.20 | -3.99 | 5.55 | NA | … | … | 10.00 | 46.42 | 9.81 | -9.32 | -31.38 | -4.58 | -12.84 | 28.93 | -28.73 | -0.44 | -36.93 | 33.00 | 6.25 | 94.71 | 68.86 | -1.45 | 29.63 | 50.00 | -43.38 |
| Sharpe Ratio | NA | 1.18 | 0.36 | -0.15 | -0.13 | NA | NA | … | … | 0.63 | 1.32 | 0.14 | -0.62 | -0.65 | -0.13 | -0.16 | 0.57 | -0.92 | -0.03 | -0.78 | 1.02 | 0.21 | 3.34 | 1.77 | -0.03 | 0.61 | 0.47 | -0.51 |
| Standard Deviation(%) | NA | 37.99 | 36.26 | 39.00 | 45.75 | NA | NA | … | … | 37.96 | 33.04 | 44.98 | 21.08 | 50.80 | 36.40 | 80.47 | 48.41 | 32.90 | 34.09 | 47.47 | 32.35 | 29.28 | 28.31 | 39.36 | 53.77 | 48.82 | 106.16 | 132.85 |
| Draw Down(%) | NA | 18.72 | 24.73 | 65.97 | 76.06 | NA | NA | … | … | 13.04 | 18.72 | 24.73 | 25.31 | 60.54 | 24.87 | 65.97 | 34.57 | 34.44 | 31.01 | 48.63 | 16.67 | 16.25 | 8.21 | 25.76 | 46.67 | 30.77 | 65.08 | 61.86 |
| Yield(%) | 0.00 | 2.21 | 5.67 | 2.64 | 2.20 | 7.78 | 6.83 | … | … | 0.00 | 8.16 | 7.94 | 6.38 | 4.11 | 0.00 | 3.56 | 5.63 | 3.79 | 6.59 | 5.88 | 5.85 | 4.42 | 3.55 | 2.90 | 0.42 | 0.00 | 0.00 | 0.77 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| ITVPF (ITV plc) |
-31.25%
Mar 2017 – Mar 2020 |
-24.59%
Mar 2015 – Mar 2020 |
-9.75%
Feb 2014 – Feb 2024 |
3.56%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITVPF (ITV plc) |
77.00%
Mar 2009 – Mar 2012 |
68.04%
Mar 2009 – Mar 2014 |
26.23%
Mar 2009 – Mar 2019 |
11.57%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart