Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUK (Prudential plc) | -15.22% | 9.17% | -0.34% | -6.94% | 2.70% | 5.75% | 6.02% | … | … |
Data as of 06/11/2026, Common starting date is 06/29/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUK (Prudential plc) | 06/29/2000 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 9.17 | -0.34 | -6.94 | 2.70 | 5.75 | 6.02 | … | … | -15.22 | 99.34 | -27.35 | -17.04 | -19.12 | -3.05 | -0.65 | 51.03 | -28.15 | 31.41 | -7.86 | 0.26 | 5.71 | 62.70 | 50.06 | -1.27 | 6.50 | 70.55 | -54.29 | 6.20 | 49.28 | 13.75 | 10.09 | 32.42 | -37.50 | -23.19 | 15.23 |
| Sharpe Ratio | NA | 0.29 | -0.15 | -0.28 | -0.01 | NA | NA | … | … | -1.10 | 3.50 | -0.96 | -0.62 | -0.44 | -0.10 | -0.01 | 1.55 | -1.20 | 1.93 | -0.18 | 0.01 | 0.26 | 2.35 | 1.85 | -0.03 | 0.16 | 0.86 | -0.57 | 0.08 | 1.62 | 0.61 | 0.33 | 0.65 | -0.69 | -0.62 | 0.89 |
| Standard Deviation(%) | NA | 27.54 | 30.44 | 35.21 | 37.66 | NA | NA | … | … | 34.46 | 27.69 | 32.15 | 33.46 | 46.84 | 30.87 | 67.03 | 32.02 | 24.59 | 16.01 | 44.11 | 24.26 | 22.14 | 26.68 | 27.31 | 46.53 | 40.50 | 82.34 | 96.16 | 36.11 | 28.49 | 18.81 | 27.42 | 48.59 | 55.93 | 41.86 | 31.47 |
| Draw Down(%) | NA | 23.16 | 48.78 | 64.21 | 64.53 | NA | NA | … | … | 23.16 | 17.45 | 29.26 | 40.56 | 48.96 | 25.14 | 57.57 | 28.93 | 36.93 | 6.29 | 32.81 | 21.05 | 15.08 | 13.48 | 18.99 | 36.30 | 29.35 | 55.97 | 73.95 | 23.48 | 23.43 | 14.58 | 24.85 | 36.25 | 54.56 | 45.50 | 19.40 |
| Yield(%) | 0.00 | 2.19 | 1.67 | 1.01 | 4.02 | 5.76 | 5.88 | … | … | 1.19 | 3.06 | 1.94 | 1.37 | 1.00 | 0.86 | 1.62 | 21.31 | 2.97 | 3.21 | 3.67 | 2.89 | 3.02 | 3.60 | 4.58 | 4.45 | 3.41 | 5.45 | 2.98 | 2.81 | 3.40 | 3.96 | 7.12 | 5.97 | 4.06 | 2.83 | 1.12 |
Data as of 06/11/2026, Common starting date is 06/29/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUK (Prudential plc) |
-25.52%
Feb 2006 – Feb 2009 |
-14.03%
Dec 2019 – Dec 2024 |
-4.86%
Nov 2014 – Nov 2024 |
1.74%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUK (Prudential plc) |
48.09%
Feb 2009 – Feb 2012 |
47.31%
Feb 2009 – Feb 2014 |
22.43%
Feb 2009 – Feb 2019 |
15.63%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart