Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCGPY (Serco Group PLC) | 1.72% | 36.75% | 28.40% | 15.11% | 10.65% | -5.24% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCGPY (Serco Group PLC) | 01/21/2010 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.75 | 28.40 | 15.11 | 10.65 | -5.24 | NA | … | … | 1.72 | 109.60 | -12.70 | 10.32 | 5.49 | 14.28 | -27.93 | 98.21 | -15.79 | -17.39 | 26.77 | -47.52 | -69.72 | -1.81 | 22.75 | -15.50 | -4.20 |
| Sharpe Ratio | NA | 0.97 | 0.41 | 0.20 | 0.19 | NA | NA | … | … | 0.03 | 1.91 | -0.23 | 0.14 | 0.05 | 0.33 | -0.39 | 2.75 | -0.55 | -0.43 | 0.51 | -0.61 | -1.21 | -0.06 | 1.30 | -0.42 | -0.09 |
| Standard Deviation(%) | NA | 52.87 | 59.65 | 62.72 | 55.30 | NA | NA | … | … | 52.32 | 56.25 | 70.05 | 48.43 | 81.83 | 43.71 | 72.70 | 35.23 | 31.58 | 41.67 | 52.22 | 77.78 | 57.67 | 32.43 | 17.61 | 37.40 | 48.02 |
| Draw Down(%) | NA | 15.89 | 31.75 | 35.68 | 41.74 | NA | NA | … | … | 15.89 | 12.93 | 31.75 | 17.67 | 35.68 | 19.19 | 39.64 | 6.06 | 22.22 | 36.67 | 21.54 | 62.64 | 71.87 | 32.80 | 9.80 | 29.12 | 19.34 |
| Yield(%) | 0.00 | 2.28 | 2.54 | 2.03 | 1.51 | 0.97 | 0.87 | … | … | 1.15 | 3.01 | 1.38 | 1.52 | 1.68 | 1.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 28.69 | 2.17 | 1.84 | 1.81 | 1.39 | 1.10 |
Data as of 06/03/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGPY (Serco Group PLC) |
-48.62%
May 2013 – May 2016 |
-33.64%
Oct 2013 – Oct 2018 |
-17.27%
Apr 2010 – Apr 2020 |
-8.64%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGPY (Serco Group PLC) |
28.91%
Feb 2023 – Feb 2026 |
19.84%
Feb 2021 – Feb 2026 |
13.38%
Feb 2016 – Feb 2026 |
-4.21%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart