Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OXINF (Oxford Instruments plc) | NA | -10.13% | -6.62% | 5.18% | 3.37% | NA | NA | … | … |
Data as of 12/20/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OXINF (Oxford Instruments plc) | 06/19/2012 | 12/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.13 | -6.62 | 5.18 | 3.37 | NA | NA | … | … | -10.13 | 4.77 | -13.51 | 44.46 | 16.34 | 71.34 | 2.91 | 31.27 | -16.12 | -49.05 | -30.90 | 192.01 | 0.81 |
| Sharpe Ratio | NA | -0.35 | -0.21 | 0.05 | 0.04 | NA | NA | … | … | -0.35 | 0.02 | -0.23 | 1.28 | 0.23 | 2.17 | 0.05 | 0.84 | -0.70 | -0.60 | -0.90 | 2.11 | 1.34 |
| Standard Deviation(%) | NA | 48.31 | 50.99 | 52.93 | 49.38 | NA | NA | … | … | 49.37 | 31.57 | 66.25 | 34.74 | 69.71 | 32.27 | 32.66 | 36.43 | 23.26 | 81.28 | 34.33 | 91.06 | 1.12 |
| Draw Down(%) | NA | 23.23 | 46.59 | 47.60 | 58.31 | NA | NA | … | … | 23.23 | 34.77 | 46.59 | 17.39 | 46.79 | 12.05 | 18.20 | 25.00 | 21.21 | 58.31 | 47.96 | 27.25 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.60 | 0.83 | 0.78 | 1.23 | 0.92 | … | … | 0.00 | 1.32 | 0.66 | 1.05 | 0.22 | 1.38 | 1.31 | 1.59 | 1.31 | 0.66 | 0.45 | 1.21 | 0.81 |
Data as of 12/20/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXINF (Oxford Instruments plc) |
-33.41%
Dec 2013 – Dec 2016 |
-16.79%
Dec 2013 – Dec 2018 |
0.13%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OXINF (Oxford Instruments plc) |
46.82%
Apr 2020 – Apr 2023 |
31.86%
Oct 2016 – Oct 2021 |
12.64%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart