Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAKSF (Marks and Spencer Group PLC) | -2.48% | -17.87% | 26.39% | 14.67% | -0.03% | -0.11% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAKSF (Marks and Spencer Group PLC) | 06/10/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.26 | -17.87 | 26.39 | 14.67 | -0.03 | -0.11 | NA | … | … | -2.48 | -3.13 | 31.37 | 149.16 | -52.17 | 64.29 | -33.58 | -7.57 | -23.97 | 5.51 | -32.50 | -3.91 | 6.02 | 20.85 | 27.05 | -14.59 | 23.81 |
| Sharpe Ratio | NA | -0.42 | 0.48 | 0.24 | -0.03 | NA | NA | … | … | 0.10 | -0.12 | 0.51 | 3.20 | -1.08 | 1.22 | -0.35 | -0.19 | -0.76 | 0.17 | -0.69 | -0.16 | 0.21 | 0.83 | 0.84 | -0.45 | 1.03 |
| Standard Deviation(%) | NA | 42.97 | 50.79 | 50.99 | 54.05 | NA | NA | … | … | 48.41 | 51.97 | 54.88 | 46.09 | 49.54 | 52.59 | 95.45 | 47.06 | 33.47 | 28.90 | 47.41 | 24.12 | 28.26 | 25.05 | 32.34 | 32.80 | 44.81 |
| Draw Down(%) | NA | 26.22 | 28.10 | 70.00 | 81.45 | NA | NA | … | … | 23.64 | 26.22 | 18.84 | 14.43 | 70.00 | 27.80 | 70.45 | 46.55 | 28.07 | 23.63 | 44.01 | 25.17 | 26.69 | 12.42 | 21.58 | 28.34 | 16.70 |
| Yield(%) | 0.00 | 0.30 | 1.54 | 0.91 | 1.41 | 2.02 | 2.19 | … | … | 0.00 | 1.10 | 1.10 | 0.84 | 0.00 | 0.00 | 0.00 | 4.44 | 4.11 | 5.66 | 4.75 | 4.26 | 4.53 | 2.93 | 1.34 | 3.05 | 1.36 |
Data as of 06/03/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAKSF (Marks and Spencer Group PLC) |
-36.39%
May 2017 – May 2020 |
-30.95%
May 2015 – May 2020 |
-13.52%
Oct 2010 – Oct 2020 |
-0.17%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAKSF (Marks and Spencer Group PLC) |
65.20%
Sep 2022 – Sep 2025 |
37.36%
Oct 2020 – Oct 2025 |
1.57%
Feb 2016 – Feb 2026 |
2.29%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart