Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHABF (Shaftesbury PLC) | NA | -42.19% | -25.71% | -18.12% | NA | NA | NA | … | … |
Data as of 03/06/2023, Common starting date is 11/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHABF (Shaftesbury PLC) | 11/16/2016 | 03/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.19 | -25.71 | -18.12 | NA | NA | NA | … | … | 16.26 | -50.04 | 5.73 | -12.97 | -24.83 | -8.40 | 13.91 | 0.00 |
| Sharpe Ratio | NA | -0.63 | -0.46 | -0.40 | NA | NA | NA | … | … | 4.05 | -0.74 | 1.28 | -0.19 | -0.92 | -0.68 | 1.28 | 0.00 |
| Standard Deviation(%) | NA | 70.90 | 57.28 | 47.83 | NA | NA | NA | … | … | 33.38 | 69.48 | 7.08 | 68.21 | 28.55 | 14.30 | 10.46 | NA |
| Draw Down(%) | NA | 51.52 | 65.62 | 70.70 | NA | NA | NA | … | … | 0.00 | 51.52 | 0.00 | 52.26 | 24.83 | 13.04 | 3.91 | 0.00 |
| Yield(%) | 0.00 | 1.54 | 0.53 | 0.79 | 0.62 | 0.41 | 0.31 | … | … | 0.75 | 1.66 | 0.25 | 1.00 | 1.33 | 1.22 | 0.96 | 0.00 |
Data as of 03/06/2023, Common starting date is 11/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHABF (Shaftesbury PLC) |
-30.41%
Oct 2019 – Oct 2022 |
-20.32%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHABF (Shaftesbury PLC) |
2.10%
Feb 2017 – Feb 2020 |
-6.08%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart