Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGFHF (Kingfisher plc) | -7.60% | 9.99% | 14.98% | -0.35% | 0.77% | 2.53% | 2.47% | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGFHF (Kingfisher plc) | 09/04/2003 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 9.99 | 14.98 | -0.35 | 0.77 | 2.53 | 2.47 | … | … | -7.60 | 40.90 | 1.37 | 17.35 | -32.62 | 27.11 | 28.98 | 14.77 | -41.09 | 11.81 | -8.99 | -5.49 | -13.51 | 43.12 | 19.95 | -2.34 | 11.35 | 92.92 | -34.01 | -35.16 | 10.98 | -28.70 | 21.05 | 13.10 |
| Sharpe Ratio | NA | -0.18 | 0.24 | -0.05 | -0.02 | NA | NA | … | … | -0.31 | 0.70 | -0.04 | 0.39 | -0.72 | 0.76 | 0.43 | 0.34 | -1.17 | 0.40 | -0.28 | -0.20 | -0.52 | 1.62 | 0.80 | -0.07 | 0.32 | 1.87 | -0.54 | -1.16 | 0.23 | -1.19 | 0.69 | 0.24 |
| Standard Deviation(%) | NA | 53.72 | 53.42 | 48.66 | 46.30 | NA | NA | … | … | 59.17 | 55.03 | 58.21 | 35.26 | 47.77 | 35.62 | 65.99 | 39.39 | 36.28 | 28.18 | 32.57 | 26.95 | 26.11 | 26.59 | 24.96 | 31.78 | 35.00 | 49.77 | 64.03 | 33.24 | 33.64 | 26.01 | 29.30 | 188.06 |
| Draw Down(%) | NA | 28.02 | 36.36 | 53.30 | 72.29 | NA | NA | … | … | 28.02 | 23.69 | 32.05 | 26.30 | 50.50 | 20.92 | 55.89 | 31.92 | 47.90 | 21.05 | 26.48 | 18.56 | 34.68 | 11.49 | 16.31 | 25.43 | 17.03 | 17.14 | 47.35 | 46.75 | 13.33 | 36.52 | 13.71 | 52.02 |
| Yield(%) | 2.88 | 4.56 | 6.15 | 3.85 | 2.67 | 3.20 | 2.77 | … | … | 2.68 | 5.41 | 6.56 | 5.35 | 3.33 | 4.57 | 0.00 | 5.11 | 3.16 | 3.21 | 3.03 | 3.32 | 4.12 | 2.34 | 2.41 | 2.09 | 1.61 | 3.07 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGFHF (Kingfisher plc) |
-26.74%
Nov 2005 – Nov 2008 |
-30.96%
Oct 2003 – Oct 2008 |
-4.87%
Nov 2013 – Nov 2023 |
-5.51%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGFHF (Kingfisher plc) |
42.17%
Mar 2009 – Mar 2012 |
35.90%
Nov 2008 – Nov 2013 |
10.53%
Oct 2008 – Oct 2018 |
7.36%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart