Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSORF (Pearson plc) | NA | 24.96% | 19.71% | 23.75% | -0.15% | NA | NA | … | … |
Data as of 04/09/2025, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSORF (Pearson plc) | 02/23/2012 | 04/09/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.05 | 24.96 | 19.71 | 23.75 | -0.15 | NA | NA | … | … | -5.98 | 52.54 | -0.84 | 50.29 | -13.52 | 10.46 | -23.86 | 16.97 | 4.40 | -3.23 | -35.51 | -14.38 | 19.30 | 3.09 |
| Sharpe Ratio | NA | 0.48 | 0.63 | 0.57 | -0.05 | NA | NA | … | … | -0.31 | 1.49 | -0.26 | 1.85 | -0.29 | 0.18 | -1.20 | 0.81 | 0.10 | -0.12 | -1.29 | -0.77 | 0.96 | 0.20 |
| Standard Deviation(%) | NA | 38.76 | 24.52 | 37.04 | 33.62 | NA | NA | … | … | 74.23 | 31.22 | 19.51 | 25.60 | 48.04 | 56.02 | 21.08 | 19.42 | 37.46 | 29.84 | 27.55 | 18.81 | 20.15 | 18.12 |
| Draw Down(%) | NA | 14.07 | 14.07 | 37.87 | 70.26 | NA | NA | … | … | 14.07 | 9.67 | 13.62 | 10.03 | 37.87 | 38.38 | 29.19 | 14.90 | 24.50 | 27.52 | 49.26 | 22.73 | 10.43 | 11.82 |
| Yield(%) | 0.00 | 0.77 | 2.28 | 3.82 | 1.48 | 2.06 | 1.55 | … | … | 0.00 | 2.70 | 2.40 | 2.64 | 2.76 | 2.86 | 2.10 | 0.71 | 4.80 | 6.52 | 4.86 | 4.14 | 3.66 | 3.58 |
Data as of 04/09/2025, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSORF (Pearson plc) |
-22.69%
Jan 2014 – Jan 2017 |
-20.27%
May 2015 – May 2020 |
-3.86%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSORF (Pearson plc) |
34.14%
Feb 2022 – Feb 2025 |
18.18%
Feb 2020 – Feb 2025 |
2.95%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart