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
PPLL (Peoples Ltd) 2.30% 42.17% 30.70% 18.95% 15.07% NA NA
Data as of 06/03/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
Name Start Date End Date
PPLL (Peoples Ltd) 09/26/2012 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 (%) -0.52 42.17 30.70 18.95 15.07 NA NA 2.30 88.06 4.50 12.89 106.81 30.44 -60.66 32.81 6.65 10.66 8.60 4.17 29.40 25.11 4.11
Sharpe Ratio NA 0.62 0.50 0.07 0.05 NA NA 0.59 0.96 0.05 0.09 0.24 0.07 -0.09 1.99 0.55 1.05 1.23 0.15 1.80 2.55 1.19
Standard Deviation(%) NA 79.27 55.60 238.41 290.14 NA NA 9.15 89.35 16.08 100.59 431.95 451.36 677.07 15.76 9.60 9.59 6.80 26.97 16.29 9.82 14.34
Draw Down(%) NA 42.67 42.67 59.97 67.22 NA NA 3.50 42.67 7.43 50.00 59.97 57.11 67.22 4.00 4.60 5.72 2.31 16.42 0.00 0.00 3.99
Yield(%) 0.00 3.75 3.28 3.04 3.34 4.91 3.69 0.59 2.95 3.57 3.66 3.14 2.77 2.82 3.38 3.14 3.06 2.97 2.74 2.99 3.50 0.86
Data as of 06/03/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPLL (Peoples Ltd) -20.03%
Nov 2017 – Nov 2020
-9.28%
Nov 2015 – Nov 2020
9.61%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPLL (Peoples Ltd) 60.49%
Oct 2022 – Oct 2025
47.26%
Feb 2021 – Feb 2026
16.15%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return