Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NXGPF (NEXT plc) | 2.65% | 59.11% | 45.13% | 14.93% | 10.45% | 16.22% | NA | … | … |
Data as of 01/16/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NXGPF (NEXT plc) | 02/17/2009 | 01/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.65 | 59.11 | 45.13 | 14.93 | 10.45 | 16.22 | NA | … | … | 2.65 | 54.03 | 49.18 | 28.79 | -32.69 | 9.06 | 9.52 | 74.66 | -8.46 | 2.88 | -38.26 | 9.81 | 21.00 | 52.02 | 45.89 | 37.47 | 2.09 | 92.99 |
| Sharpe Ratio | NA | 2.29 | 1.44 | 0.45 | 0.22 | NA | NA | … | … | 6.36 | 2.12 | 1.11 | 1.62 | -0.67 | 0.45 | 0.14 | 1.96 | -0.38 | 0.05 | -0.88 | 0.47 | 0.95 | 2.72 | 2.12 | 1.56 | 0.01 | 1.97 |
| Standard Deviation(%) | NA | 24.51 | 28.98 | 33.86 | 40.15 | NA | NA | … | … | 12.51 | 24.58 | 40.94 | 15.70 | 51.08 | 20.24 | 66.64 | 37.31 | 25.73 | 43.94 | 43.48 | 20.75 | 22.04 | 19.14 | 21.83 | 23.94 | 320.33 | 56.72 |
| Draw Down(%) | NA | 1.55 | 20.42 | 50.30 | 55.66 | NA | NA | … | … | 0.00 | 1.55 | 20.42 | 0.00 | 48.14 | 8.41 | 55.66 | 5.85 | 31.85 | 26.37 | 48.12 | 14.81 | 10.53 | 2.87 | 8.80 | 9.15 | 89.65 | 20.79 |
| Yield(%) | 0.00 | 2.61 | 4.20 | 2.67 | 2.57 | 8.35 | 12.04 | … | … | 2.58 | 2.61 | 3.30 | 3.73 | 4.39 | 1.56 | 0.00 | 3.99 | 4.22 | 5.81 | 2.80 | 6.31 | 5.95 | 2.06 | 2.37 | 2.92 | 2.41 | 3.52 |
Data as of 01/16/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXGPF (NEXT plc) |
-20.87%
Feb 2014 – Feb 2017 |
-10.44%
Mar 2015 – Mar 2020 |
3.67%
Apr 2014 – Apr 2024 |
13.19%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXGPF (NEXT plc) |
55.22%
Apr 2011 – Apr 2014 |
48.26%
Mar 2009 – Mar 2014 |
18.62%
Mar 2009 – Mar 2019 |
17.18%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart