Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEPJY (Spectris PLC ADR) | NA | 53.33% | 16.78% | 19.21% | 8.48% | NA | NA | … | … |
Data as of 10/03/2025, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEPJY (Spectris PLC ADR) | 03/15/2012 | 10/03/2025 |
| 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 (%) | 0.74 | 53.33 | 16.78 | 19.21 | 8.48 | NA | NA | … | … | 60.18 | -2.40 | -0.14 | -18.23 | 57.79 | 3.96 | 23.85 | -16.81 | 26.14 | 9.08 | -36.32 | 3.61 | 49.75 | 2.28 |
| Sharpe Ratio | NA | 0.62 | 0.19 | 0.23 | 0.12 | NA | NA | … | … | 0.92 | -0.11 | -0.06 | -0.25 | 0.74 | 0.05 | 0.90 | -0.69 | 1.35 | 0.47 | -1.03 | 0.54 | 1.31 | 1.52 |
| Standard Deviation(%) | NA | 81.42 | 70.51 | 73.59 | 59.41 | NA | NA | … | … | 91.41 | 55.65 | 69.50 | 78.67 | 78.32 | 77.71 | 24.78 | 26.34 | 18.91 | 18.70 | 35.14 | 6.68 | 38.08 | 1.87 |
| Draw Down(%) | NA | 34.20 | 47.51 | 55.61 | 55.61 | NA | NA | … | … | 34.20 | 29.82 | 25.86 | 48.22 | 31.57 | 32.43 | 10.18 | 31.33 | 11.89 | 9.64 | 36.97 | 3.61 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.12 | 2.81 | 3.90 | 3.31 | 3.32 | 2.49 | … | … | 3.38 | 2.92 | 2.59 | 2.03 | 3.18 | 10.23 | 2.96 | 2.35 | 2.53 | 2.69 | 1.82 | 1.85 | 2.34 | 2.27 |
Data as of 10/03/2025, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEPJY (Spectris PLC ADR) |
-15.10%
Jan 2022 – Jan 2025 |
-5.46%
Dec 2013 – Dec 2018 |
0.36%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEPJY (Spectris PLC ADR) |
28.50%
Jan 2019 – Jan 2022 |
22.66%
Jan 2017 – Jan 2022 |
9.06%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart