Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUK-P (Prudential plc) | NA | -1.77% | 7.43% | 5.98% | 5.20% | 6.12% | NA | … | … |
Data as of 12/27/2021, Common starting date is 11/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUK-P (Prudential plc) | 11/22/2005 | 12/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | -1.77 | 7.43 | 5.98 | 5.20 | 6.12 | NA | … | … | -4.34 | 2.25 | 10.45 | -3.21 | 2.83 | -3.81 | 3.84 | 3.16 | -1.51 | -1.34 | 1.44 | 4.41 | 75.84 | -32.84 | -20.67 | -0.50 | 3.04 |
| Sharpe Ratio | NA | -0.23 | 0.38 | 0.36 | 0.41 | NA | NA | … | … | -0.40 | 0.07 | 1.05 | -0.63 | 0.31 | -0.37 | 0.48 | 0.48 | -0.21 | -0.18 | 0.05 | 0.17 | 1.01 | -0.34 | -1.40 | -0.44 | 3.21 |
| Standard Deviation(%) | NA | 11.29 | 18.20 | 14.67 | 11.76 | NA | NA | … | … | 11.10 | 28.42 | 8.65 | 7.15 | 7.08 | 10.78 | 7.98 | 6.48 | 7.31 | 7.63 | 28.95 | 26.07 | 75.17 | 99.21 | 17.01 | 8.55 | 9.66 |
| Draw Down(%) | NA | 8.98 | 25.41 | 25.41 | 25.41 | NA | NA | … | … | 8.98 | 26.46 | 4.18 | 6.96 | 3.18 | 7.88 | 4.95 | 3.52 | 6.46 | 6.40 | 22.77 | 24.89 | 67.02 | 74.40 | 22.50 | 7.70 | 1.82 |
| Yield(%) | 1.65 | 6.03 | 6.66 | 5.88 | 5.00 | 5.48 | 4.61 | … | … | 5.89 | 5.92 | 6.58 | 6.42 | 3.29 | 0.00 | 0.00 | 6.78 | 6.67 | 6.57 | 6.72 | 6.84 | 10.60 | 7.84 | 6.55 | 6.59 | 1.68 |
Data as of 12/27/2021, Common starting date is 11/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUK-P (Prudential plc) |
-20.32%
Feb 2006 – Feb 2009 |
2.83%
Mar 2015 – Mar 2020 |
5.18%
Nov 2011 – Nov 2021 |
6.00%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUK-P (Prudential plc) |
46.73%
Feb 2009 – Feb 2012 |
28.69%
Feb 2009 – Feb 2014 |
15.97%
Feb 2009 – Feb 2019 |
6.91%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart