Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCDGF (Ocado Group PLC) | -10.82% | -21.16% | -14.29% | -36.43% | -3.56% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCDGF (Ocado Group PLC) | 02/02/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | -21.16 | -14.29 | -36.43 | -3.56 | NA | NA | … | … | -10.82 | -16.21 | -58.70 | 26.78 | -67.17 | -26.60 | 81.35 | 68.82 | 86.48 | 72.52 | -37.40 | -22.12 | -10.83 | 414.29 | 0.00 |
| Sharpe Ratio | NA | -0.29 | -0.29 | -0.55 | -0.09 | NA | NA | … | … | -0.38 | -0.25 | -1.11 | 0.29 | -0.83 | -0.67 | 1.44 | 1.48 | 1.30 | 1.37 | -0.63 | -0.51 | -0.18 | 5.70 | 0.00 |
| Standard Deviation(%) | NA | 77.07 | 72.71 | 71.15 | 63.55 | NA | NA | … | … | 63.73 | 78.74 | 59.09 | 79.18 | 83.19 | 39.52 | 56.21 | 45.64 | 65.38 | 52.73 | 59.79 | 43.61 | 61.32 | 72.63 | 83.79 |
| Draw Down(%) | NA | 53.10 | 82.53 | 92.13 | 94.18 | NA | NA | … | … | 37.73 | 53.10 | 62.35 | 56.74 | 80.74 | 46.00 | 24.94 | 27.19 | 37.36 | 24.07 | 44.99 | 36.03 | 64.55 | 21.32 | 59.73 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCDGF (Ocado Group PLC) |
-50.08%
Jun 2021 – Jun 2024 |
-40.03%
Nov 2020 – Nov 2025 |
-7.96%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCDGF (Ocado Group PLC) |
112.79%
Sep 2017 – Sep 2020 |
58.38%
Jan 2016 – Jan 2021 |
24.62%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart