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
MBPFF (Mitchells & Butlers plc) NA -10.39% 22.21% 16.61% -4.32% NA NA
Data as of 09/26/2025, Common starting date is 03/15/2013
More Performance Analytics Comparison
Name Start Date End Date
MBPFF (Mitchells & Butlers plc) 03/15/2013 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 (%) 0.00 -10.39 22.21 16.61 -4.32 NA NA 13.11 12.55 50.56 -43.22 -3.94 -3.79 0.00 7.19 -6.16 -27.29 -13.15 -21.74 34.77
Sharpe Ratio NA -0.46 0.50 0.02 -0.01 NA NA 0.63 0.14 1.96 -0.77 0.00 -0.03 0.00 0.35 -1.12 -0.93 -0.51 -0.70 2.62
Standard Deviation(%) NA 29.26 37.32 618.14 438.44 NA NA 24.09 43.68 23.90 58.02 1,381.61 125.23 NA 16.97 6.09 29.40 25.82 30.87 17.31
Draw Down(%) NA 20.78 30.16 99.99 100.00 NA NA 6.76 20.78 9.56 58.36 99.99 53.35 0.00 12.19 6.16 32.84 30.93 34.67 0.88
Yield(%) 0.00 0.00 0.00 0.00 0.35 0.26 0.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.35 1.52 0.88 0.00 0.00
Data as of 09/26/2025, Common starting date is 03/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBPFF (Mitchells & Butlers plc) -27.26%
Sep 2019 – Sep 2022
-21.87%
Mar 2015 – Mar 2020
-9.57%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBPFF (Mitchells & Butlers plc) 22.21%
Aug 2022 – Aug 2025
10.52%
Mar 2020 – Mar 2025
-2.69%
Oct 2014 – Oct 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return