Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWINF (Naked Wines plc) | 1.05% | -13.51% | -11.39% | -39.12% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWINF (Naked Wines plc) | 01/19/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.51 | -11.39 | -39.12 | NA | NA | NA | … | … | 1.05 | 50.88 | -5.71 | -54.55 | -81.92 | -4.80 |
| Sharpe Ratio | NA | -0.23 | -0.12 | -0.42 | NA | NA | NA | … | … | 0.00 | 0.54 | -0.11 | -0.70 | -0.81 | -0.07 |
| Standard Deviation(%) | NA | 73.55 | 97.65 | 94.22 | NA | NA | NA | … | … | 70.69 | 90.74 | 111.90 | 84.07 | 103.63 | 71.51 |
| Draw Down(%) | NA | 35.20 | 76.71 | 97.25 | NA | NA | NA | … | … | 19.00 | 34.40 | 40.00 | 80.90 | 90.26 | 33.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWINF (Naked Wines plc) |
-61.49%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWINF (Naked Wines plc) |
1.72%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart