Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITFY (Mitie Group Plc ADR) | 5.77% | 69.14% | 38.39% | 36.43% | nan% | NA | NA | … | … |
Data as of 01/08/2026, Common starting date is 05/31/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITFY (Mitie Group Plc ADR) | 05/31/2011 | 01/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.29 | 69.14 | 38.39 | 36.43 | nan | NA | NA | … | … | 5.77 | 65.10 | 13.62 | 47.35 | 7.58 | 53.05 | -225.11 | 30.33 | -39.15 | -5.96 | -40.56 | 14.05 | -14.40 | 27.06 | 14.71 | 2.62 |
| Sharpe Ratio | NA | 2.00 | 1.13 | 0.65 | NA | NA | NA | … | … | NA | 1.89 | 0.33 | 1.40 | 0.09 | 0.68 | NA | 0.50 | -0.83 | -0.15 | -0.68 | 0.45 | -0.68 | 1.23 | 0.53 | 0.29 |
| Standard Deviation(%) | NA | 33.08 | 31.47 | 52.62 | NA | NA | NA | … | … | NA | 33.08 | 30.00 | 31.41 | 69.35 | 77.80 | NA | 57.58 | 49.27 | 45.54 | 60.29 | 30.87 | 21.15 | 21.96 | 27.86 | 15.62 |
| Draw Down(%) | NA | 8.83 | 1.68 | 0.79 | 379.96 | NA | NA | … | … | NA | 4.63 | 2.27 | 0.00 | 8.63 | 0.00 | 331.15 | 26.74 | 49.56 | 34.56 | 50.59 | 18.39 | 25.25 | 16.71 | 17.01 | 8.24 |
| Yield(%) | 0.00 | 2.85 | 4.61 | 5.81 | 3.58 | 4.11 | 3.09 | … | … | 0.00 | 2.98 | 4.40 | 4.37 | 2.91 | 0.93 | 61.14 | 3.55 | 2.09 | 0.65 | 3.15 | 4.32 | 3.56 | 3.87 | 3.97 | 1.84 |
Data as of 01/08/2026, Common starting date is 05/31/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITFY (Mitie Group Plc ADR) |
-49.94%
Jul 2017 – Jul 2020 |
-37.25%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITFY (Mitie Group Plc ADR) |
51.60%
Oct 2020 – Oct 2023 |
46.58%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart