Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHNWF (Schroders PLC) | NA | 14.22% | -40.04% | -27.65% | -16.22% | -4.96% | -2.28% | … | … |
Data as of 08/22/2025, Common starting date is 10/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHNWF (Schroders PLC) | 10/17/2001 | 08/22/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 14.22 | -40.04 | -27.65 | -16.22 | -4.96 | -2.28 | … | … | 34.61 | -20.38 | 10.06 | -86.70 | 9.54 | -11.59 | 52.29 | -31.92 | 32.12 | -13.44 | 11.19 | 16.06 | 53.35 | 23.95 | -23.52 | 26.01 | 8.83 | -31.57 | 52.88 | 13.23 | 10.54 | 33.64 | -9.32 | -2.96 | 18.04 |
| Sharpe Ratio | NA | 0.21 | -0.26 | -0.21 | -0.16 | NA | NA | … | … | 0.97 | -0.63 | 0.12 | -0.29 | 0.11 | -0.11 | 1.46 | -1.41 | 1.83 | -0.30 | 0.45 | 0.71 | 2.08 | 0.64 | -0.66 | 0.71 | 0.13 | -0.76 | 1.97 | 0.49 | 0.09 | 0.98 | -0.25 | -0.36 | 3.41 |
| Standard Deviation(%) | NA | 51.95 | 169.03 | 149.67 | 110.64 | NA | NA | … | … | 57.85 | 38.17 | 52.71 | 303.98 | 86.96 | 108.55 | 34.82 | 23.77 | 17.29 | 44.96 | 24.97 | 22.71 | 25.68 | 37.47 | 35.78 | 36.27 | 69.25 | 42.78 | 25.31 | 20.12 | 95.65 | 33.17 | 40.79 | 11.37 | 36.86 |
| Draw Down(%) | NA | 26.21 | 87.53 | 92.05 | 92.05 | NA | NA | … | … | 25.45 | 24.17 | 32.54 | 91.28 | 28.29 | 52.22 | 22.58 | 42.03 | 7.03 | 38.85 | 21.98 | 22.00 | 0.00 | 26.71 | 36.82 | 14.80 | 43.12 | 39.57 | 7.41 | 15.06 | 51.63 | 21.80 | 18.80 | 8.96 | 0.00 |
| Yield(%) | 0.00 | 3.92 | 0.76 | 2.09 | 2.17 | 4.93 | 5.00 | … | … | 6.67 | 3.45 | 4.88 | 3.24 | 3.33 | 2.77 | 4.65 | 3.21 | 3.30 | 2.80 | 3.36 | 3.33 | 2.87 | 3.02 | 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 08/22/2025, Common starting date is 10/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNWF (Schroders PLC) |
-52.58%
Aug 2021 – Aug 2024 |
-35.36%
Dec 2019 – Dec 2024 |
-20.22%
Apr 2015 – Apr 2025 |
-9.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNWF (Schroders PLC) |
45.48%
May 2012 – May 2015 |
31.05%
Mar 2009 – Mar 2014 |
15.87%
May 2005 – May 2015 |
11.80%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart