Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWG (Natwest Group PLC) | -5.90% | 17.52% | 44.53% | 28.97% | 14.61% | 4.58% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWG (Natwest Group PLC) | 10/19/2007 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | 17.52 | 44.53 | 28.97 | 14.61 | 4.58 | NA | … | … | -5.90 | 81.29 | 92.31 | -4.85 | 10.91 | 39.24 | -24.93 | 29.23 | -26.38 | 38.16 | -37.66 | -26.75 | 6.88 | 5.00 | 69.39 | -48.30 | 31.20 | -38.10 | -89.70 | -14.76 |
| Sharpe Ratio | NA | 0.54 | 1.25 | 0.80 | 0.31 | NA | NA | … | … | -0.36 | 2.45 | 3.13 | -0.26 | 0.23 | 1.23 | -0.39 | 0.87 | -0.99 | 1.62 | -0.67 | -0.93 | 0.23 | 0.14 | 1.57 | -0.78 | 0.59 | -0.24 | -0.71 | -1.13 |
| Standard Deviation(%) | NA | 31.18 | 32.14 | 33.71 | 38.80 | NA | NA | … | … | 36.39 | 32.13 | 28.36 | 33.38 | 41.03 | 31.83 | 64.23 | 32.03 | 28.21 | 23.30 | 56.24 | 28.85 | 29.90 | 36.57 | 44.70 | 62.23 | 53.03 | 156.61 | 126.77 | 51.83 |
| Draw Down(%) | NA | 24.03 | 34.63 | 40.66 | 67.39 | NA | NA | … | … | 24.03 | 14.13 | 13.38 | 40.66 | 28.91 | 14.35 | 61.27 | 33.45 | 42.06 | 11.06 | 54.45 | 30.81 | 20.48 | 31.17 | 34.45 | 66.14 | 33.75 | 80.06 | 91.72 | 22.94 |
| Yield(%) | 0.00 | 6.14 | 10.32 | 10.06 | 5.92 | 1.98 | 0.64 | … | … | 3.48 | 6.45 | 7.89 | 7.98 | 11.45 | 3.93 | 3.19 | 11.43 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.86 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWG (Natwest Group PLC) |
-58.00%
Nov 2007 – Nov 2010 |
-43.05%
Nov 2007 – Nov 2012 |
-26.26%
Nov 2007 – Nov 2017 |
-17.83%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWG (Natwest Group PLC) |
51.76%
Oct 2022 – Oct 2025 |
47.41%
Sep 2020 – Sep 2025 |
15.64%
Feb 2016 – Feb 2026 |
5.63%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart