Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KRYAY (Kerry Group PLC ADR) | -7.46% | -21.92% | -3.59% | -7.68% | 0.16% | 5.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRYAY (Kerry Group PLC ADR) | 01/31/2008 | 06/04/2026 |
| 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 (%) | -2.80 | -21.92 | -3.59 | -7.68 | 0.16 | 5.47 | NA | … | … | -7.46 | -3.63 | 12.74 | -2.19 | -29.47 | -10.47 | 14.39 | 27.43 | -12.37 | 64.59 | -14.68 | 20.23 | 1.86 | 29.14 | 51.45 | 3.12 | 11.83 | 111.93 | -48.00 |
| Sharpe Ratio | NA | -0.97 | -0.30 | -0.42 | -0.04 | NA | NA | … | … | -0.55 | -0.29 | 0.44 | -0.27 | -1.06 | -0.53 | 0.44 | 1.01 | -0.45 | 3.04 | -0.48 | 0.88 | 0.09 | 1.42 | 2.41 | 0.10 | 0.19 | 0.51 | -0.70 |
| Standard Deviation(%) | NA | 23.37 | 22.60 | 23.69 | 25.74 | NA | NA | … | … | 27.13 | 22.72 | 20.74 | 22.05 | 29.37 | 19.94 | 32.29 | 25.77 | 30.48 | 21.11 | 30.74 | 22.93 | 21.05 | 20.48 | 21.54 | 31.04 | 61.20 | 219.93 | 73.61 |
| Draw Down(%) | NA | 33.57 | 33.57 | 50.02 | 50.02 | NA | NA | … | … | 19.57 | 22.06 | 13.43 | 31.48 | 35.66 | 20.81 | 26.35 | 8.31 | 16.40 | 9.91 | 32.12 | 10.39 | 15.74 | 12.06 | 9.61 | 23.84 | 31.67 | 70.84 | 52.00 |
| Yield(%) | 0.00 | 1.50 | 1.46 | 0.97 | 1.15 | 1.99 | 2.40 | … | … | 1.28 | 1.56 | 1.52 | 1.28 | 0.82 | 0.71 | 0.71 | 0.80 | 0.67 | 0.90 | 0.67 | 0.73 | 0.83 | 0.89 | 1.16 | 1.19 | 1.13 | 2.02 | 1.08 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRYAY (Kerry Group PLC ADR) |
-15.92%
Nov 2020 – Nov 2023 |
-7.76%
Mar 2021 – Mar 2026 |
-0.63%
Mar 2016 – Mar 2026 |
6.01%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRYAY (Kerry Group PLC ADR) |
34.70%
Dec 2008 – Dec 2011 |
36.73%
Dec 2008 – Dec 2013 |
21.83%
Dec 2008 – Dec 2018 |
13.27%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart