Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) | 10.09% | 9.99% | 3.55% | -5.17% | -1.67% | NA | NA | 4.29% |
Data as of 07/11/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) | 06/19/2012 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.99 | 3.55 | -5.17 | -1.67 | NA | NA | 4.29 | 10.09 | -9.24 | 93.36 | -58.95 | 19.28 | -42.74 | 37.89 | -16.43 | 59.81 | -3.03 | -10.47 | 0.92 | 50.11 | 31.54 |
| Sharpe Ratio | NA | 0.06 | 0.00 | -0.07 | -0.04 | NA | NA | 0.04 | 0.15 | -0.10 | 0.83 | -0.94 | 0.20 | -0.36 | 1.76 | -0.80 | 2.27 | -0.09 | -0.64 | 0.05 | 1.63 | 2.14 |
| Standard Deviation(%) | NA | 108.33 | 112.36 | 101.41 | 80.64 | NA | NA | 71.54 | 114.20 | 127.50 | 108.65 | 64.43 | 94.72 | 118.81 | 20.64 | 22.27 | 26.14 | 37.81 | 16.44 | 16.52 | 30.65 | 31.87 |
| Draw Down(%) | NA | 32.17 | 51.86 | 76.71 | 76.71 | NA | NA | 76.71 | 24.59 | 27.40 | 25.10 | 66.94 | 41.87 | 65.76 | 6.92 | 20.42 | 12.35 | 23.50 | 13.51 | 15.45 | 8.84 | 4.94 |
| Yield(%) | 0.00 | 1.67 | 0.56 | 0.23 | 0.70 | 1.46 | 1.09 | 1.68 | 0.00 | 2.04 | 0.00 | 0.00 | 0.00 | 0.00 | 1.10 | 0.92 | 1.46 | 1.45 | 1.44 | 1.45 | 2.13 | 1.87 |
Data as of 07/11/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) |
-35.17%
Oct 2019 - Oct 2022 |
-20.79%
Sep 2017 - Sep 2022 |
-5.54%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) |
26.90%
Jul 2012 - Jul 2015 |
20.10%
Sep 2012 - Sep 2017 |
4.51%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart