Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSO (Pearson plc) | 10.96% | 4.49% | 17.34% | 7.55% | 5.37% | 2.17% | 4.32% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSO (Pearson plc) | 11/18/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 4.49 | 17.34 | 7.55 | 5.37 | 2.17 | 4.32 | … | … | 10.96 | -11.20 | 34.16 | 12.09 | 37.70 | -6.09 | 13.24 | -27.76 | 24.33 | 4.39 | -1.51 | -39.20 | -13.72 | 19.06 | 7.39 | 23.05 | 14.70 | 57.88 | -30.80 | -0.50 | 31.82 | 1.49 | 12.78 | 25.32 | -21.22 | -46.81 | -28.31 | 62.20 | 60.78 | -3.77 | 10.42 |
| Sharpe Ratio | NA | -0.35 | 0.67 | 0.17 | 0.11 | NA | NA | … | … | 0.58 | -0.62 | 1.80 | 0.31 | 0.92 | -0.18 | 0.26 | -1.01 | 1.11 | 0.09 | -0.05 | -1.25 | -0.62 | 1.00 | 0.37 | 0.77 | 0.55 | 1.83 | -0.73 | -0.14 | 1.57 | -0.05 | 0.60 | 0.73 | -0.47 | -0.98 | -0.47 | 1.31 | 1.25 | -0.18 | 4.64 |
| Standard Deviation(%) | NA | 24.57 | 20.89 | 28.38 | 32.60 | NA | NA | … | … | 28.86 | 22.64 | 17.00 | 27.55 | 39.68 | 33.71 | 49.17 | 28.98 | 20.69 | 41.77 | 34.69 | 31.49 | 22.19 | 18.99 | 20.10 | 29.86 | 26.45 | 31.66 | 43.46 | 25.80 | 18.20 | 15.30 | 19.83 | 33.74 | 47.74 | 51.01 | 68.91 | 44.93 | 45.91 | 40.30 | 28.61 |
| Draw Down(%) | NA | 24.77 | 30.73 | 36.10 | 58.33 | NA | NA | … | … | 16.19 | 26.13 | 10.41 | 17.90 | 17.83 | 36.47 | 36.79 | 37.80 | 17.66 | 29.34 | 30.46 | 50.27 | 25.89 | 11.51 | 10.41 | 14.54 | 19.37 | 15.11 | 39.65 | 21.26 | 13.28 | 12.48 | 15.46 | 24.85 | 39.28 | 63.46 | 45.68 | 17.46 | 24.84 | 20.37 | 5.21 |
| Yield(%) | 0.00 | 2.16 | 3.01 | 2.43 | 2.53 | 2.44 | 3.60 | … | … | 1.72 | 1.86 | 2.41 | 2.42 | 3.21 | 3.01 | 2.97 | 2.05 | 2.41 | 4.89 | 6.74 | 4.46 | 3.73 | 3.56 | 3.54 | 4.06 | 3.86 | 5.33 | 4.45 | 3.91 | 4.12 | 3.95 | 4.01 | 3.68 | 3.07 | 1.48 | 1.13 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSO (Pearson plc) |
-38.24%
Feb 2000 – Feb 2003 |
-18.67%
May 2015 – May 2020 |
-5.80%
Apr 2010 – Apr 2020 |
-1.35%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSO (Pearson plc) |
46.58%
Mar 1997 – Mar 2000 |
25.73%
Apr 2020 – Apr 2025 |
13.43%
Sep 2002 – Sep 2012 |
6.87%
Jun 1997 – Jun 2012 |
Annualized Rolling Returns Comparison Chart