Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUILF (Quilter plc) | NA | 125.12% | 29.39% | 7.60% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUILF (Quilter plc) | 01/14/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 125.12 | 29.39 | 7.60 | NA | NA | NA | … | … | 26.17 | 68.04 | 19.04 | -46.93 | 20.35 | -14.20 | 34.46 |
| Sharpe Ratio | NA | 1.53 | 0.48 | 0.10 | NA | NA | NA | … | … | 0.79 | 0.80 | 1.20 | -0.67 | 0.73 | -0.29 | 1.75 |
| Standard Deviation(%) | NA | 79.84 | 53.63 | 53.13 | NA | NA | NA | … | … | 43.14 | 80.55 | 12.91 | 72.01 | 28.03 | 50.35 | 19.65 |
| Draw Down(%) | NA | 19.57 | 27.14 | 58.52 | NA | NA | NA | … | … | 19.57 | 27.14 | 0.97 | 58.52 | 17.19 | 33.18 | 0.00 |
| Yield(%) | 0.00 | 7.99 | 6.02 | 6.59 | 4.72 | 3.15 | 2.36 | … | … | 4.48 | 6.21 | 6.18 | 16.97 | 4.19 | 2.96 | 3.80 |
Data as of 09/26/2025, Common starting date is 01/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUILF (Quilter plc) |
-18.87%
Jul 2021 – Jul 2024 |
-7.79%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUILF (Quilter plc) |
29.98%
Aug 2022 – Aug 2025 |
14.82%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart