Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZCUY (PZ Cussons PLC ADR) | NA | -34.12% | -27.73% | -21.30% | -14.49% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZCUY (PZ Cussons PLC ADR) | 07/01/2014 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -34.12 | -27.73 | -21.30 | -14.49 | NA | NA | … | … | 2.73 | -62.07 | -17.42 | -10.12 | 2.91 | 4.40 | 3.83 | -31.59 | -4.41 | -8.15 | 8.68 | -21.71 |
| Sharpe Ratio | NA | -0.22 | -0.24 | -0.22 | -0.19 | NA | NA | … | … | 0.00 | -0.48 | -0.25 | -0.15 | 0.04 | 0.14 | 0.84 | -0.71 | -0.05 | -0.21 | 0.31 | -1.57 |
| Standard Deviation(%) | NA | 170.08 | 127.51 | 107.92 | 85.20 | NA | NA | … | … | 170.89 | 134.69 | 86.29 | 77.40 | 75.26 | 30.56 | 2.79 | 46.28 | 101.95 | 39.49 | 27.58 | 24.47 |
| Draw Down(%) | NA | 46.01 | 73.90 | 77.98 | 90.61 | NA | NA | … | … | 35.25 | 62.07 | 47.37 | 30.30 | 24.00 | 26.98 | 0.00 | 44.72 | 58.77 | 27.12 | 23.83 | 26.78 |
| Yield(%) | 0.00 | 4.02 | 2.94 | 2.44 | 1.75 | 1.11 | 0.84 | … | … | 2.65 | 2.43 | 3.19 | 2.83 | 2.85 | 2.71 | 3.80 | 2.63 | 2.47 | 2.43 | 2.57 | 1.40 |
Data as of 09/26/2025, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZCUY (PZ Cussons PLC ADR) |
-35.92%
Jun 2022 – Jun 2025 |
-21.27%
Nov 2019 – Nov 2024 |
-16.55%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZCUY (PZ Cussons PLC ADR) |
16.93%
Aug 2014 – Aug 2017 |
-1.69%
May 2018 – May 2023 |
-12.20%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart