Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDIPF (Frasers Group plc) | NA | 14.48% | 4.61% | 18.20% | -2.02% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDIPF (Frasers Group plc) | 06/19/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | 14.48 | 4.61 | 18.20 | -2.02 | NA | NA | … | … | -4.84 | 20.30 | 0.00 | 0.00 | 101.50 | 0.00 | -26.69 | 6.84 | 50.59 | -70.02 | 9.14 | -13.42 | 149.48 | 31.78 |
| Sharpe Ratio | NA | 0.24 | 0.04 | 0.42 | -0.09 | NA | NA | … | … | -0.36 | 0.33 | 0.00 | 0.00 | 2.24 | 0.00 | -0.90 | 0.83 | 1.70 | -0.99 | 0.40 | -0.52 | 1.93 | 2.00 |
| Standard Deviation(%) | NA | 47.98 | 27.61 | 38.04 | 37.69 | NA | NA | … | … | 26.59 | 42.21 | NA | NA | 89.04 | NA | 31.05 | 6.63 | 29.45 | 71.02 | 22.76 | 25.74 | 77.47 | 34.39 |
| Draw Down(%) | NA | 29.87 | 29.87 | 29.87 | 70.02 | NA | NA | … | … | 15.23 | 17.28 | 0.00 | 0.00 | 0.00 | 0.00 | 26.69 | 0.00 | 4.66 | 70.02 | 10.49 | 24.91 | 4.85 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIPF (Frasers Group plc) |
-35.84%
Apr 2014 – Apr 2017 |
-21.26%
Apr 2014 – Apr 2019 |
-4.83%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIPF (Frasers Group plc) |
45.92%
Jul 2012 – Jul 2015 |
23.99%
Sep 2019 – Sep 2024 |
8.27%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart