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
NXGPY (Next PLC ADR) NA 54.24% 40.73% NA NA NA NA
Data as of 12/04/2025, Common starting date is 01/11/2021
More Performance Analytics Comparison
Name Start Date End Date
NXGPY (Next PLC ADR) 01/11/2021 12/04/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) 0.00 54.24 40.73 NA NA NA NA 45.82 28.41 52.43 -33.18 9.10
Sharpe Ratio NA 1.56 1.02 NA NA NA NA 1.53 0.69 1.17 -0.72 0.36
Standard Deviation(%) NA 32.92 36.78 NA NA NA NA 30.92 36.14 42.23 48.07 26.06
Draw Down(%) NA 15.15 19.94 NA NA NA NA 15.15 14.44 12.43 54.09 15.64
Yield(%) 0.00 2.51 3.50 2.65 1.32 0.88 0.66 1.65 2.73 3.62 4.16 1.48
Data as of 12/04/2025, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NXGPY (Next PLC ADR) 2.91%
Feb 2021 – Feb 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
NXGPY (Next PLC ADR) 54.28%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return