Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGRF (Pennon Group Plc) | 6.53% | 21.68% | 5.74% | -3.78% | 1.44% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGRF (Pennon Group Plc) | 08/23/2012 | 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 (%) | 11.57 | 21.68 | 5.74 | -3.78 | 1.44 | NA | NA | … | … | 6.53 | 13.34 | -20.84 | -8.71 | -13.57 | 6.35 | 2.13 | 64.78 | -11.61 | 8.05 | -14.63 | -10.52 | 37.56 | 7.59 | -11.30 |
| Sharpe Ratio | NA | 0.34 | -0.06 | -0.06 | 0.00 | NA | NA | … | … | 0.28 | 0.14 | -0.18 | -0.11 | -0.06 | 0.03 | 0.01 | 2.19 | -0.47 | 0.38 | -0.72 | -0.41 | 1.82 | 0.72 | -1.25 |
| Standard Deviation(%) | NA | 56.03 | 104.66 | 162.12 | 140.29 | NA | NA | … | … | 50.28 | 74.54 | 137.39 | 109.92 | 245.94 | 242.15 | 201.05 | 28.90 | 27.89 | 19.44 | 20.52 | 25.98 | 20.67 | 10.52 | 23.57 |
| Draw Down(%) | NA | 18.79 | 46.96 | 71.18 | 71.18 | NA | NA | … | … | 15.83 | 33.24 | 44.37 | 53.49 | 55.22 | 37.03 | 40.50 | 16.28 | 22.46 | 13.95 | 19.34 | 18.58 | 14.25 | 6.54 | 12.82 |
| Yield(%) | 0.00 | 10.95 | 5.44 | 10.90 | 8.18 | 6.28 | 4.71 | … | … | 3.25 | 9.17 | 1.53 | 3.01 | 3.82 | 49.56 | 3.25 | 5.98 | 5.07 | 4.65 | 3.34 | 3.93 | 5.17 | 3.24 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGRF (Pennon Group Plc) |
-25.77%
Jul 2021 – Jul 2024 |
-12.82%
Feb 2020 – Feb 2025 |
-3.99%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGRF (Pennon Group Plc) |
31.51%
Nov 2018 – Nov 2021 |
17.11%
Nov 2016 – Nov 2021 |
6.19%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart