Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEPJF (Spectris plc) | NA | 67.93% | 26.26% | 14.77% | 9.60% | NA | NA | … | … |
Data as of 10/02/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEPJF (Spectris plc) | 08/06/2012 | 10/02/2025 |
| 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 (%) | -2.33 | 67.93 | 26.26 | 14.77 | 9.60 | NA | NA | … | … | 85.04 | -32.94 | 32.64 | -22.71 | 28.71 | 5.80 | 30.82 | -8.37 | 21.06 | 9.54 | -15.78 | -14.04 | 17.30 | 45.91 |
| Sharpe Ratio | NA | 0.97 | 0.44 | 0.24 | 0.18 | NA | NA | … | … | 1.72 | -0.82 | 0.65 | -0.45 | 0.55 | 0.13 | 0.91 | -0.31 | 0.91 | 0.28 | -0.81 | -0.63 | 0.66 | 4.69 |
| Standard Deviation(%) | NA | 67.08 | 54.65 | 52.96 | 44.02 | NA | NA | … | … | 72.15 | 48.06 | 43.96 | 53.33 | 52.57 | 42.93 | 32.37 | 31.10 | 22.56 | 33.23 | 19.44 | 22.43 | 26.02 | 33.90 |
| Draw Down(%) | NA | 40.39 | 51.57 | 54.58 | 54.58 | NA | NA | … | … | 40.39 | 36.82 | 30.15 | 45.67 | 18.26 | 36.45 | 28.38 | 33.67 | 10.74 | 15.48 | 26.34 | 27.18 | 21.52 | 1.36 |
| Yield(%) | 0.00 | 5.33 | 4.19 | 3.54 | 3.41 | 3.54 | 2.65 | … | … | 4.71 | 2.20 | 2.50 | 1.66 | 2.51 | 3.67 | 2.65 | 2.34 | 2.49 | 2.61 | 2.57 | 2.11 | 1.91 | 0.92 |
Data as of 10/02/2025, 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 |
|---|---|---|---|---|
| SEPJF (Spectris plc) |
-13.90%
Mar 2013 – Mar 2016 |
-4.69%
Oct 2013 – Oct 2018 |
0.16%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEPJF (Spectris plc) |
29.56%
Oct 2018 – Oct 2021 |
19.59%
Aug 2016 – Aug 2021 |
10.14%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart