Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGRY (Pennon Group PLC ADR) | -1.23% | 11.21% | 3.65% | -2.78% | 3.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGRY (Pennon Group PLC ADR) | 01/03/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | 11.21 | 3.65 | -2.78 | 3.54 | NA | NA | … | … | -1.23 | 29.40 | -16.80 | -5.40 | -29.73 | 40.30 | 16.70 | 28.03 | 2.54 | 9.83 | -15.91 | -9.37 | 31.53 |
| Sharpe Ratio | NA | 0.15 | 0.01 | -0.14 | 0.04 | NA | NA | … | … | -0.14 | 0.79 | -0.62 | -0.29 | -0.90 | 1.02 | 0.27 | 1.03 | 0.06 | 0.30 | -0.71 | -0.48 | 1.58 |
| Standard Deviation(%) | NA | 30.64 | 33.51 | 34.33 | 35.70 | NA | NA | … | … | 35.40 | 33.57 | 32.86 | 31.37 | 34.75 | 39.52 | 60.94 | 25.82 | 21.03 | 31.01 | 22.85 | 19.60 | 20.10 |
| Draw Down(%) | NA | 20.60 | 33.14 | 63.91 | 63.91 | NA | NA | … | … | 20.60 | 18.81 | 24.73 | 39.90 | 46.00 | 22.32 | 26.45 | 15.80 | 19.94 | 16.16 | 22.12 | 16.34 | 2.44 |
| Yield(%) | 0.00 | 5.95 | 10.55 | 15.82 | 12.38 | 9.63 | 7.22 | … | … | 1.74 | 27.00 | 6.07 | 4.94 | 3.06 | 66.26 | 7.40 | 4.99 | 4.86 | 4.37 | 3.69 | 3.40 | 1.43 |
Data as of 06/04/2026, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGRY (Pennon Group PLC ADR) |
-19.84%
Oct 2021 – Oct 2024 |
-5.77%
Feb 2020 – Feb 2025 |
-0.74%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGRY (Pennon Group PLC ADR) |
33.25%
Jul 2018 – Jul 2021 |
19.40%
Nov 2016 – Nov 2021 |
4.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart