Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDGNF (Pendragon PLC) | NA | 26.00% | 18.87% | 15.28% | -4.46% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDGNF (Pendragon PLC) | 07/10/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 26.00 | 18.87 | 15.28 | -4.46 | NA | NA | … | … | 40.00 | -46.68 | 66.67 | 80.00 | 0.00 | -9.09 | -54.17 | -2.70 | 7.25 | -34.91 | 0.00 | 3.92 |
| Sharpe Ratio | NA | 0.37 | 0.17 | 0.15 | -0.09 | NA | NA | … | … | 0.88 | -0.47 | 0.63 | 0.63 | 0.00 | -0.98 | -0.81 | -1.49 | 0.94 | -0.82 | 0.00 | 1.50 |
| Standard Deviation(%) | NA | 62.57 | 92.64 | 90.19 | 68.67 | NA | NA | … | … | 62.42 | 108.16 | 101.60 | 125.13 | NA | 9.51 | 68.51 | 2.75 | 7.01 | 42.93 | NA | 5.55 |
| Draw Down(%) | NA | 20.00 | 62.50 | 63.83 | 71.70 | NA | NA | … | … | 13.10 | 62.50 | 37.04 | 57.45 | 0.00 | 9.09 | 54.17 | 2.70 | 0.00 | 34.91 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 5.23 | 3.81 | 1.87 | 1.59 | 1.20 | … | … | 0.00 | 6.98 | 0.00 | 0.00 | 0.00 | 0.00 | 2.53 | 5.24 | 5.74 | 3.62 | 3.43 | 0.96 |
Data as of 09/26/2025, Common starting date is 07/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDGNF (Pendragon PLC) |
-32.23%
Jul 2016 – Jul 2019 |
-22.31%
Oct 2015 – Oct 2020 |
-8.70%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDGNF (Pendragon PLC) |
44.22%
Dec 2020 – Dec 2023 |
15.31%
Jul 2020 – Jul 2025 |
-4.44%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart