Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBKOF (Pollard Banknote Limited) | -18.36% | -22.80% | -12.11% | -24.36% | 6.94% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBKOF (Pollard Banknote Limited) | 02/01/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | -22.80 | -12.11 | -24.36 | 6.94 | NA | NA | … | … | -18.36 | -11.91 | -34.76 | 77.37 | -53.95 | 9.53 | 87.28 | -17.14 | 36.37 | 122.91 | 24.37 | 6.70 | 55.81 | 45.58 |
| Sharpe Ratio | NA | -0.99 | -0.35 | -0.58 | 0.12 | NA | NA | … | … | -2.02 | -0.38 | -0.62 | 2.28 | -1.00 | 0.18 | 1.23 | -1.07 | 1.24 | 2.73 | 0.87 | 0.29 | 2.89 | 0.08 |
| Standard Deviation(%) | NA | 25.67 | 43.51 | 46.63 | 45.12 | NA | NA | … | … | 19.87 | 38.93 | 61.78 | 32.72 | 55.59 | 53.44 | 70.49 | 17.41 | 28.31 | 44.96 | 27.81 | 22.69 | 19.28 | 677.40 |
| Draw Down(%) | NA | 32.57 | 57.38 | 76.45 | 78.00 | NA | NA | … | … | 22.71 | 35.91 | 50.77 | 9.13 | 62.67 | 48.22 | 38.65 | 18.48 | 13.12 | 5.47 | 9.65 | 15.24 | 0.97 | 98.93 |
| Yield(%) | 0.00 | 0.72 | 0.73 | 0.28 | 1.83 | 4.37 | 3.28 | … | … | 0.00 | 0.89 | 0.59 | 0.85 | 0.52 | 0.45 | 0.77 | 0.65 | 0.58 | 1.29 | 1.58 | 1.67 | 3.78 | 5.26 |
Data as of 06/05/2026, Common starting date is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBKOF (Pollard Banknote Limited) |
-22.98%
Jun 2021 – Jun 2024 |
-24.72%
May 2021 – May 2026 |
7.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBKOF (Pollard Banknote Limited) |
55.78%
Dec 2015 – Dec 2018 |
52.70%
Feb 2016 – Feb 2021 |
24.86%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart