Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDWPF (J D Wetherspoon plc) | 4.87% | -1.82% | 1.34% | -11.75% | 0.60% | NA | NA | … | … |
Data as of 05/07/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDWPF (J D Wetherspoon plc) | 08/16/2012 | 05/07/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.82 | 1.34 | -11.75 | 0.60 | NA | NA | … | … | 4.87 | -8.69 | -4.45 | 77.86 | -62.49 | 29.11 | -37.50 | 39.50 | -18.23 | 38.93 | 11.01 | -9.61 | 5.11 | 70.58 | 0.94 |
| Sharpe Ratio | NA | 0.86 | -0.06 | -0.25 | -0.02 | NA | NA | … | … | 1.49 | -0.21 | -0.59 | 2.35 | -0.61 | 0.68 | -0.46 | 1.67 | -0.84 | 2.04 | 0.34 | -0.65 | 0.34 | 2.06 | 0.77 |
| Standard Deviation(%) | NA | 25.65 | 30.55 | 56.02 | 51.06 | NA | NA | … | … | 8.09 | 48.84 | 21.13 | 31.65 | 104.37 | 42.54 | 82.65 | 22.84 | 23.19 | 18.87 | 31.87 | 14.75 | 15.20 | 34.18 | 3.28 |
| Draw Down(%) | NA | 6.80 | 28.95 | 71.43 | 74.68 | NA | NA | … | … | 0.00 | 25.65 | 13.44 | 10.00 | 67.04 | 13.31 | 67.09 | 4.08 | 21.46 | 3.69 | 17.94 | 14.45 | 9.05 | 2.26 | 0.85 |
| Yield(%) | 0.00 | 1.13 | 0.40 | 0.12 | 0.70 | 1.30 | 0.97 | … | … | 0.00 | 1.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.14 | 0.72 | 1.29 | 1.40 | 1.58 | 1.69 | 2.64 | 1.75 |
Data as of 05/07/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWPF (J D Wetherspoon plc) |
-36.00%
Sep 2019 – Sep 2022 |
-19.19%
Feb 2018 – Feb 2023 |
-4.90%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWPF (J D Wetherspoon plc) |
23.37%
Aug 2016 – Aug 2019 |
21.03%
Feb 2013 – Feb 2018 |
3.07%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart