Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUKPF (Prudential plc) | 14.06% | 33.14% | 4.46% | -5.23% | -1.72% | 2.92% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUKPF (Prudential plc) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.14 | 4.46 | -5.23 | -1.72 | 2.92 | NA | … | … | 14.06 | 63.10 | -28.74 | -17.03 | -19.26 | -2.60 | 0.69 | 7.65 | -26.97 | 29.08 | -12.89 | -0.43 | 8.07 | 56.56 | 47.58 | -7.32 | 4.81 |
| Sharpe Ratio | NA | 0.66 | 0.01 | -0.15 | -0.07 | NA | NA | … | … | 0.77 | 1.44 | -0.65 | -0.44 | -0.33 | -0.06 | 0.01 | 0.19 | -1.06 | 1.60 | -0.30 | -0.02 | 0.35 | 2.26 | 1.45 | -0.18 | 1.22 |
| Standard Deviation(%) | NA | 45.55 | 46.44 | 50.71 | 46.78 | NA | NA | … | … | 45.81 | 42.57 | 50.11 | 47.84 | 63.14 | 45.02 | 71.57 | 31.88 | 26.75 | 17.88 | 44.20 | 28.04 | 23.10 | 24.99 | 33.10 | 40.67 | 20.83 |
| Draw Down(%) | NA | 16.16 | 48.16 | 64.55 | 69.36 | NA | NA | … | … | 11.80 | 16.16 | 34.47 | 38.25 | 52.05 | 27.13 | 58.11 | 31.30 | 37.32 | 4.89 | 35.96 | 22.01 | 12.09 | 10.67 | 17.19 | 35.42 | 3.37 |
| Yield(%) | 0.00 | 0.72 | 1.69 | 1.01 | 1.41 | 2.29 | 2.07 | … | … | 0.00 | 5.07 | 1.90 | 1.38 | 1.05 | 0.89 | 1.70 | 3.28 | 2.65 | 0.98 | 2.41 | 0.00 | 2.96 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUKPF (Prudential plc) |
-24.41%
Oct 2021 – Oct 2024 |
-16.15%
Oct 2017 – Oct 2022 |
-8.62%
Jan 2015 – Jan 2025 |
2.50%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUKPF (Prudential plc) |
39.84%
Sep 2011 – Sep 2014 |
20.57%
Nov 2010 – Nov 2015 |
10.10%
Sep 2011 – Sep 2021 |
4.12%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart