Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMMY (Persimmon Plc) | -23.17% | -23.46% | 0.61% | -15.43% | 0.55% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMMY (Persimmon Plc) | 01/03/2014 | 06/12/2026 |
| 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 (%) | -0.71 | -23.46 | 0.61 | -15.43 | 0.55 | NA | NA | … | … | -23.17 | 26.86 | -11.65 | 29.09 | -57.53 | 10.80 | 19.94 | 61.02 | -26.73 | 81.43 | -24.46 | 31.86 | 22.69 |
| Sharpe Ratio | NA | -0.51 | -0.08 | -0.49 | -0.05 | NA | NA | … | … | -1.18 | 0.75 | -0.46 | 0.63 | -1.35 | 0.38 | 0.33 | 1.62 | -0.93 | 3.25 | -0.41 | 1.09 | 0.73 |
| Standard Deviation(%) | NA | 34.59 | 34.84 | 36.78 | 40.98 | NA | NA | … | … | 40.44 | 31.98 | 33.18 | 40.47 | 43.92 | 28.10 | 59.45 | 36.77 | 30.37 | 24.98 | 60.45 | 29.19 | 31.28 |
| Draw Down(%) | NA | 34.26 | 42.31 | 68.36 | 68.39 | NA | NA | … | … | 34.26 | 25.04 | 33.78 | 33.87 | 63.80 | 22.80 | 55.86 | 25.51 | 37.98 | 11.02 | 47.15 | 19.27 | 14.86 |
| Yield(%) | 0.00 | 4.22 | 4.00 | 3.25 | 7.67 | 8.09 | 6.07 | … | … | 0.00 | 5.50 | 4.46 | 6.30 | 7.93 | 8.81 | 12.04 | 12.28 | 8.67 | 7.66 | 5.28 | 5.85 | 5.71 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PSMMY (Persimmon Plc) |
-22.34%
Apr 2021 – Apr 2024 |
-14.66%
Apr 2021 – Apr 2026 |
-0.35%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMMY (Persimmon Plc) |
28.88%
Dec 2016 – Dec 2019 |
26.37%
Jun 2016 – Jun 2021 |
8.46%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart