Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNSTY (London Stock Exchange Ltd ADR) | -8.24% | -24.34% | 8.47% | -0.80% | NA | NA | NA | … | … |
Data as of 01/30/2026, Common starting date is 03/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNSTY (London Stock Exchange Ltd ADR) | 03/01/2018 | 01/30/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.75 | -24.34 | 8.47 | -0.80 | NA | NA | NA | … | … | -8.24 | -12.37 | 21.12 | 39.64 | -7.35 | -23.01 | 19.46 | 100.75 | -3.14 |
| Sharpe Ratio | NA | -0.90 | 0.24 | -0.09 | NA | NA | NA | … | … | -2.61 | -0.51 | 1.17 | 2.22 | -0.28 | -0.72 | 0.49 | 3.64 | -0.26 |
| Standard Deviation(%) | NA | 30.32 | 21.58 | 26.13 | NA | NA | NA | … | … | 25.60 | 29.80 | 14.97 | 16.39 | 31.83 | 32.16 | 39.29 | 27.24 | 20.39 |
| Draw Down(%) | NA | 29.48 | 29.48 | 40.26 | NA | NA | NA | … | … | 10.47 | 29.48 | 9.55 | 12.33 | 26.20 | 37.06 | 38.26 | 7.98 | 23.81 |
| Yield(%) | 0.00 | 1.22 | 1.73 | 1.14 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 1.29 | 1.34 | 1.59 | 1.39 | 0.84 | 0.90 | 1.53 | 1.31 |
Data as of 01/30/2026, Common starting date is 03/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNSTY (London Stock Exchange Ltd ADR) |
-5.20%
Dec 2019 – Dec 2022 |
1.12%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNSTY (London Stock Exchange Ltd ADR) |
23.83%
Jun 2018 – Jun 2021 |
19.02%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart