Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYPTF (PayPoint plc) | 10.03% | 9.83% | 32.03% | 10.82% | 0.50% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYPTF (PayPoint plc) | 05/29/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.64 | 9.83 | 32.03 | 10.82 | 0.50 | NA | NA | … | … | 10.03 | 34.89 | 12.91 | -6.12 | 2.95 | 4.71 | -36.42 | 4.50 | 1.75 | -10.49 | 2.38 | -0.37 | -16.84 |
| Sharpe Ratio | NA | 0.43 | 0.87 | 0.30 | 0.00 | NA | NA | … | … | 2.44 | 0.66 | 1.89 | -0.17 | 0.28 | 1.75 | -0.71 | 0.61 | 0.05 | -0.64 | 1.26 | -0.02 | -0.79 |
| Standard Deviation(%) | NA | 43.61 | 38.47 | 35.71 | 30.53 | NA | NA | … | … | 22.85 | 48.78 | 4.93 | 58.80 | 5.43 | 2.67 | 51.32 | 4.93 | 6.97 | 17.54 | 1.72 | 24.22 | 33.80 |
| Draw Down(%) | NA | 31.27 | 31.27 | 32.86 | 55.41 | NA | NA | … | … | 4.03 | 29.76 | 0.00 | 32.86 | 3.45 | 0.00 | 38.88 | 2.09 | 4.93 | 17.38 | 0.00 | 12.52 | 22.56 |
| Yield(%) | 0.00 | 24.52 | 22.67 | 11.02 | 4.43 | 2.63 | 1.97 | … | … | 1.87 | 33.70 | 10.55 | 7.17 | 6.20 | 4.57 | 3.66 | 2.30 | 3.03 | 5.86 | 2.34 | 2.75 | 2.02 |
Data as of 06/10/2026, Common starting date is 05/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYPTF (PayPoint plc) |
-22.60%
Jun 2020 – Jun 2023 |
-13.79%
Jun 2018 – Jun 2023 |
-6.01%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYPTF (PayPoint plc) |
26.67%
Oct 2022 – Oct 2025 |
16.91%
Oct 2020 – Oct 2025 |
1.64%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart