Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MARZF (Marston’s PLC) | NA | -3.51% | 6.14% | 0.93% | -11.08% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARZF (Marston’s PLC) | 04/03/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.84 | -3.51 | 6.14 | 0.93 | -11.08 | NA | NA | … | … | 0.00 | 37.50 | -18.37 | -51.00 | 17.30 | -46.04 | 31.45 | -9.77 | -10.53 | -28.81 | 16.17 | 2.13 | 12.60 |
| Sharpe Ratio | NA | -0.18 | 0.07 | -0.03 | -0.18 | NA | NA | … | … | -0.08 | 0.76 | -0.84 | -1.02 | 0.32 | -0.29 | 0.65 | -0.16 | -0.21 | -0.86 | 1.04 | 0.39 | 1.02 |
| Standard Deviation(%) | NA | 35.88 | 37.67 | 46.50 | 68.48 | NA | NA | … | … | 39.35 | 41.14 | 27.11 | 51.34 | 54.75 | 161.70 | 46.18 | 71.18 | 54.65 | 33.84 | 15.55 | 5.43 | 16.83 |
| Draw Down(%) | NA | 21.05 | 24.49 | 73.94 | 85.75 | NA | NA | … | … | 21.05 | 10.53 | 24.49 | 66.38 | 36.62 | 80.95 | 20.50 | 32.69 | 30.11 | 35.29 | 4.87 | 3.83 | 5.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.62 | 1.68 | 1.26 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.63 | 4.81 | 4.97 | 2.86 | 3.10 | 2.94 | 3.83 |
Data as of 09/26/2025, Common starting date is 04/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARZF (Marston's PLC) |
-36.62%
Nov 2019 – Nov 2022 |
-25.21%
Mar 2015 – Mar 2020 |
-14.35%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARZF (Marston's PLC) |
6.78%
Aug 2022 – Aug 2025 |
1.78%
Mar 2020 – Mar 2025 |
-10.42%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart