Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROYMF (Royal Mail plc) | NA | 51.21% | -8.11% | 13.06% | -0.46% | NA | NA | … | … |
Data as of 10/29/2024, Common starting date is 10/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROYMF (Royal Mail plc) | 10/16/2013 | 10/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 51.21 | -8.11 | 13.06 | -0.46 | NA | NA | … | … | 28.74 | 17.06 | -54.42 | 44.12 | 53.09 | -0.55 | -39.49 | -6.68 | 10.14 | 3.29 | -30.58 | 24.33 |
| Sharpe Ratio | NA | 1.14 | -0.28 | 0.21 | -0.05 | NA | NA | … | … | 0.73 | 0.52 | -1.30 | 0.79 | 0.76 | -0.04 | -1.03 | -0.24 | 0.36 | 0.12 | -0.92 | 6.53 |
| Standard Deviation(%) | NA | 38.94 | 36.21 | 49.85 | 41.86 | NA | NA | … | … | 39.00 | 24.79 | 42.87 | 55.99 | 69.18 | 44.79 | 39.72 | 30.05 | 27.32 | 26.13 | 33.22 | 28.69 |
| Draw Down(%) | NA | 17.14 | 67.59 | 73.34 | 79.44 | NA | NA | … | … | 17.14 | 9.97 | 69.08 | 38.18 | 54.66 | 36.83 | 54.99 | 25.59 | 20.21 | 18.79 | 36.69 | 3.04 |
| Yield(%) | 0.00 | 0.89 | 1.50 | 3.78 | 2.86 | 1.91 | 1.43 | … | … | 0.75 | 0.00 | 2.44 | 4.89 | 0.00 | 8.99 | 4.98 | 4.40 | 4.48 | 5.62 | 2.64 | 0.00 |
Data as of 10/29/2024, Common starting date is 10/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYMF (Royal Mail plc) |
-30.72%
Mar 2017 – Mar 2020 |
-21.84%
Mar 2015 – Mar 2020 |
-6.87%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYMF (Royal Mail plc) |
29.95%
Dec 2018 – Dec 2021 |
12.78%
Sep 2019 – Sep 2024 |
0.40%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart