Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROYMY (Royal Mail PLC ADR) | 4.22% | -6.56% | 13.90% | -4.12% | -1.31% | NA | NA | … | … |
Data as of 01/30/2026, Common starting date is 05/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROYMY (Royal Mail PLC ADR) | 05/07/2014 | 01/30/2026 |
| 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 (%) | 4.35 | -6.56 | 13.90 | -4.12 | -1.31 | NA | NA | … | … | 4.22 | -3.63 | 31.65 | 35.38 | -60.82 | 50.87 | 55.03 | -2.61 | -40.94 | 14.31 | -8.92 | 3.65 | -27.39 |
| Sharpe Ratio | NA | -0.05 | 0.09 | -0.07 | -0.04 | NA | NA | … | … | 4.08 | -0.03 | 0.81 | 0.89 | -1.25 | 1.62 | 0.96 | -0.09 | -1.08 | 0.64 | -0.28 | 0.14 | -1.11 |
| Standard Deviation(%) | NA | 199.61 | 118.14 | 95.25 | 73.29 | NA | NA | … | … | 15.14 | 201.06 | 34.69 | 35.89 | 50.10 | 31.34 | 56.75 | 45.67 | 39.49 | 21.27 | 32.98 | 26.08 | 34.99 |
| Draw Down(%) | NA | 64.50 | 64.50 | 76.60 | 78.83 | NA | NA | … | … | 0.12 | 64.50 | 25.72 | 23.89 | 70.82 | 35.98 | 49.62 | 38.12 | 57.52 | 14.82 | 27.75 | 19.01 | 35.12 |
| Yield(%) | 0.00 | 0.00 | 0.31 | 1.03 | 2.28 | 1.54 | 1.16 | … | … | 0.00 | 0.00 | 0.78 | 0.00 | 2.26 | 2.24 | 0.00 | 9.18 | 5.28 | 5.45 | 4.77 | 5.08 | 3.42 |
Data as of 01/30/2026, Common starting date is 05/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYMY (Royal Mail PLC ADR) |
-28.65%
Mar 2017 – Mar 2020 |
-19.93%
Mar 2015 – Mar 2020 |
-3.61%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYMY (Royal Mail PLC ADR) |
31.57%
Dec 2018 – Dec 2021 |
26.06%
Mar 2020 – Mar 2025 |
0.94%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart