Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDNXF (London Stock Exchange Group plc) | 3.25% | -20.30% | 6.14% | 3.96% | 13.56% | 17.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDNXF (London Stock Exchange Group plc) | 06/25/2008 | 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 (%) | 2.21 | -20.30 | 6.14 | 3.96 | 13.56 | 17.25 | NA | … | … | 3.25 | -12.30 | 17.78 | 39.02 | -7.10 | -22.94 | 23.98 | 98.53 | 3.58 | 43.39 | -12.52 | 20.60 | 45.15 | 60.51 | 51.52 | -5.43 | 12.17 | 59.28 | -61.39 |
| Sharpe Ratio | NA | -0.57 | 0.10 | 0.04 | 0.37 | NA | NA | … | … | 0.06 | -0.41 | 0.61 | 1.71 | -0.24 | -0.69 | 0.57 | 3.74 | 0.09 | 2.88 | -0.32 | 0.76 | 1.68 | 2.44 | 1.57 | -0.13 | 0.36 | 0.93 | -0.76 |
| Standard Deviation(%) | NA | 39.58 | 30.96 | 31.28 | 30.77 | NA | NA | … | … | 42.99 | 37.16 | 23.12 | 20.89 | 35.68 | 33.06 | 41.68 | 25.93 | 23.62 | 14.91 | 39.24 | 27.19 | 26.84 | 24.79 | 33.21 | 42.95 | 33.70 | 63.45 | 111.46 |
| Draw Down(%) | NA | 36.99 | 37.59 | 37.59 | 41.44 | NA | NA | … | … | 22.04 | 31.11 | 8.75 | 13.38 | 27.03 | 37.11 | 39.21 | 7.32 | 22.63 | 7.04 | 26.55 | 13.56 | 13.81 | 9.07 | 17.69 | 32.30 | 31.18 | 43.95 | 67.38 |
| Yield(%) | 0.00 | 1.29 | 1.61 | 1.43 | 2.84 | 5.86 | 3.81 | … | … | 1.16 | 1.28 | 1.30 | 1.61 | 1.32 | 0.84 | 0.92 | 1.57 | 0.00 | 1.65 | 1.36 | 1.20 | 2.00 | 2.80 | 4.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LDNXF (London Stock Exchange Group plc) |
-6.31%
Sep 2008 – Sep 2011 |
-1.14%
Feb 2021 – Feb 2026 |
12.15%
Mar 2016 – Mar 2026 |
15.93%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDNXF (London Stock Exchange Group plc) |
52.41%
Jul 2012 – Jul 2015 |
41.84%
Feb 2009 – Feb 2014 |
32.61%
Jun 2010 – Jun 2020 |
23.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart