Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LNSPF (LondonMetric Property Plc) -2.99% -6.61% 6.76% -1.74% NA NA NA
Data as of 06/03/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
Name Start Date End Date
LNSPF (LondonMetric Property Plc) 01/11/2021 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
Annualized Return (%) -10.74 -6.61 6.76 -1.74 NA NA NA -2.99 15.88 -1.88 26.72 -47.51 26.94
Sharpe Ratio NA 0.01 0.21 -0.08 NA NA NA 0.13 0.44 -0.22 0.61 -1.04 0.55
Standard Deviation(%) NA 31.30 30.98 36.08 NA NA NA 39.21 29.88 24.97 37.93 47.39 50.57
Draw Down(%) NA 24.01 24.01 52.79 NA NA NA 24.01 12.24 18.85 16.23 52.79 29.23
Yield(%) 0.00 4.50 5.74 3.70 2.01 1.34 1.00 1.60 7.25 5.76 5.93 2.75 3.19
Data as of 06/03/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNSPF (LondonMetric Property Plc) -13.26%
Dec 2021 – Dec 2024
-0.25%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNSPF (LondonMetric Property Plc) 17.59%
Oct 2022 – Oct 2025
9.80%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return