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
MRLWF (Marlowe plc) NA 6.22% 3.47% 16.93% NA NA NA
Data as of 08/04/2025, Common starting date is 08/22/2018
More Performance Analytics Comparison
Name Start Date End Date
MRLWF (Marlowe plc) 08/22/2018 08/04/2025
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
Annualized Return (%) 0.00 6.22 3.47 16.93 NA NA NA 47.46 42.84 -39.94 -21.31 61.18 36.20 59.43 0.00
Sharpe Ratio NA 0.04 0.00 0.24 NA NA NA 3.29 0.36 -0.69 -1.01 1.81 1.16 1.24 0.00
Standard Deviation(%) NA 71.95 73.81 61.21 NA NA NA 27.86 107.93 63.31 22.64 33.80 30.83 46.64 NA
Draw Down(%) NA 48.39 64.12 67.76 NA NA NA 8.69 54.98 59.02 21.31 0.11 0.00 0.00 0.00
Yield(%) 0.00 0.00 12.34 14.60 11.64 7.76 5.82 0.00 70.37 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/04/2025, Common starting date is 08/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRLWF (Marlowe plc) -15.11%
Jan 2021 – Jan 2024
5.85%
Jan 2019 – Jan 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRLWF (Marlowe plc) 51.83%
Nov 2018 – Nov 2021
28.32%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return