Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNXGF (Phoenix Group Holdings PLC) | NA | 43.85% | 22.18% | 9.65% | 5.03% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNXGF (Phoenix Group Holdings PLC) | 03/18/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.29 | 43.85 | 22.18 | 9.65 | 5.03 | NA | NA | … | … | 56.33 | 2.56 | -0.78 | -7.13 | 9.00 | -0.99 | 44.00 | -15.79 | 17.70 | -28.19 | 9.07 | 8.91 | 29.91 |
| Sharpe Ratio | NA | 1.02 | 0.61 | 0.32 | 0.12 | NA | NA | … | … | 2.01 | -0.04 | -0.18 | -0.34 | 0.53 | -0.02 | 1.22 | -0.69 | 1.28 | -1.26 | 0.62 | 0.29 | 2.24 |
| Standard Deviation(%) | NA | 40.02 | 30.86 | 26.50 | 29.15 | NA | NA | … | … | 40.25 | 27.40 | 24.45 | 25.50 | 17.01 | 49.99 | 34.89 | 24.85 | 13.39 | 22.56 | 14.52 | 30.29 | 17.40 |
| Draw Down(%) | NA | 21.99 | 26.35 | 33.85 | 48.24 | NA | NA | … | … | 10.27 | 19.87 | 26.35 | 29.74 | 13.44 | 48.24 | 21.00 | 25.37 | 0.40 | 28.19 | 7.40 | 19.81 | 3.62 |
| Yield(%) | 0.00 | 9.77 | 8.79 | 6.90 | 4.45 | 5.09 | 3.82 | … | … | 11.14 | 10.33 | 9.09 | 7.50 | 7.53 | 6.43 | 6.43 | 2.53 | 2.76 | 2.03 | 4.26 | 4.44 | 5.48 |
Data as of 09/26/2025, Common starting date is 03/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNXGF (Phoenix Group Holdings PLC) |
-10.72%
Dec 2015 – Dec 2018 |
-10.30%
Mar 2015 – Mar 2020 |
0.13%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNXGF (Phoenix Group Holdings PLC) |
24.89%
Mar 2020 – Mar 2023 |
17.19%
Mar 2020 – Mar 2025 |
4.77%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart