Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRTPY (Marston’s PLC) | NA | 15.65% | 3.08% | -17.48% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRTPY (Marston’s PLC) | 12/13/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.65 | 3.08 | -17.48 | NA | NA | NA | … | … | 15.65 | 0.00 | 7.27 | -52.04 | -35.70 | 0.00 | 7.95 | -6.99 | -9.00 | 3.46 |
| Sharpe Ratio | NA | 0.43 | -0.01 | -0.48 | NA | NA | NA | … | … | 0.56 | 0.00 | 0.08 | -0.77 | -0.98 | 0.00 | 1.16 | -0.53 | -0.53 | 6.67 |
| Standard Deviation(%) | NA | 29.14 | 28.36 | 40.98 | NA | NA | NA | … | … | 33.99 | NA | 37.71 | 69.29 | 36.47 | NA | 5.64 | 15.72 | 18.08 | 15.58 |
| Draw Down(%) | NA | 18.49 | 24.71 | 69.86 | NA | NA | NA | … | … | 18.49 | 0.00 | 24.71 | 52.04 | 35.70 | 0.00 | 0.00 | 13.63 | 15.85 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.03 | 1.35 | 1.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.49 | 6.58 | 5.82 | 3.34 |
Data as of 09/26/2025, Common starting date is 12/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTPY (Marston's PLC) |
-32.44%
Dec 2019 – Dec 2022 |
-22.69%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTPY (Marston's PLC) |
2.43%
Aug 2022 – Aug 2025 |
-10.09%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
