Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PFODF (Premier Foods plc) NA 36.11% 19.64% 56.29% 13.98% -4.08% NA
Data as of 04/22/2025, Common starting date is 06/26/2008
More Performance Analytics Comparison
Name Start Date End Date
PFODF (Premier Foods plc) 06/26/2008 04/22/2025
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 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 36.11 19.64 56.29 13.98 -4.08 NA -2.00 56.25 23.08 -8.50 112.22 151.06 30.56 -33.33 -6.90 -3.33 25.00 -64.27 7.33 2,287.48 -71.43 -44.00 19.05 -77.89
Sharpe Ratio NA 0.54 0.61 1.10 0.22 NA NA -0.09 1.96 0.84 -0.41 3.01 1.29 0.57 -0.67 -0.19 -0.04 0.56 -0.52 0.10 9.47 -0.52 -0.37 0.12 -0.43
Standard Deviation(%) NA 60.97 27.06 49.52 58.40 NA NA 73.28 38.96 22.58 23.92 63.07 116.37 50.97 51.92 39.85 79.73 44.43 123.81 75.67 247.94 137.83 120.20 157.85 222.22
Draw Down(%) NA 9.80 18.12 25.11 75.86 NA NA 8.00 5.02 9.03 18.65 20.41 61.11 32.69 40.00 20.69 40.23 35.21 83.15 52.28 61.73 93.10 62.90 62.07 89.47
Yield(%) 0.00 0.00 0.64 2.83 0.56 0.83 0.15 0.00 0.00 1.40 0.66 0.76 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/22/2025, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFODF (Premier Foods plc) -50.00%
Sep 2008 – Sep 2011
-38.81%
Jul 2008 – Jul 2013
-28.92%
Aug 2008 – Aug 2018
-15.15%
Jul 2008 – Jul 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFODF (Premier Foods plc) 86.32%
Mar 2020 – Mar 2023
45.79%
Sep 2019 – Sep 2024
17.18%
Feb 2015 – Feb 2025
-4.54%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return