Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SECCF (Serco Group plc) | -5.57% | 42.53% | 27.23% | 13.77% | 11.46% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SECCF (Serco Group plc) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.95 | 42.53 | 27.23 | 13.77 | 11.46 | NA | NA | … | … | -5.57 | 100.52 | -1.54 | 4.79 | 14.90 | 8.86 | -23.85 | 80.77 | -6.40 | -30.94 | 32.12 | -32.33 | -67.60 | -6.65 | -3.46 |
| Sharpe Ratio | NA | 1.23 | 0.77 | 0.36 | 0.27 | NA | NA | … | … | -0.12 | 2.46 | -0.19 | 0.04 | 0.39 | 0.25 | -0.39 | 2.15 | -0.25 | -0.73 | 0.76 | -0.59 | -1.35 | -0.25 | -0.46 |
| Standard Deviation(%) | NA | 37.95 | 33.62 | 33.87 | 38.23 | NA | NA | … | … | 40.60 | 39.87 | 27.18 | 28.12 | 34.69 | 34.72 | 61.36 | 36.80 | 30.73 | 43.22 | 42.24 | 55.07 | 50.27 | 27.13 | 18.62 |
| Draw Down(%) | NA | 14.81 | 26.83 | 26.83 | 42.46 | NA | NA | … | … | 14.81 | 11.33 | 26.83 | 14.70 | 21.84 | 16.65 | 42.46 | 15.56 | 16.43 | 37.31 | 20.44 | 47.13 | 72.23 | 29.93 | 10.12 |
| Yield(%) | 0.00 | 2.38 | 2.80 | 2.10 | 1.83 | 0.47 | 0.35 | … | … | 1.15 | 2.92 | 2.30 | 1.55 | 1.75 | 1.88 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.40 | 1.85 | 0.44 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECCF (Serco Group plc) |
-45.50%
Feb 2013 – Feb 2016 |
-30.64%
Apr 2013 – Apr 2018 |
-12.90%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECCF (Serco Group plc) |
29.48%
Apr 2023 – Apr 2026 |
20.94%
Dec 2020 – Dec 2025 |
13.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart