Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGKF (Smiths Group plc) | NA | 37.83% | 28.61% | 15.27% | 10.58% | 6.23% | NA | … | … |
Data as of 10/16/2025, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGKF (Smiths Group plc) | 06/10/2010 | 10/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 37.83 | 28.61 | 15.27 | 10.58 | 6.23 | NA | … | … | 49.23 | -0.38 | 21.50 | -9.76 | 5.67 | -3.30 | 33.07 | -11.30 | 19.43 | 29.35 | -14.99 | -28.41 | 30.74 | 41.23 | -27.38 | 38.36 |
| Sharpe Ratio | NA | 0.92 | 0.96 | 0.50 | 0.28 | NA | NA | … | … | 1.73 | -0.18 | 1.01 | -0.36 | 0.31 | -0.06 | 1.26 | -0.46 | 0.99 | 0.77 | -0.53 | -1.26 | 1.40 | 1.73 | -0.79 | 2.77 |
| Standard Deviation(%) | NA | 37.90 | 26.22 | 26.24 | 32.49 | NA | NA | … | … | 36.48 | 21.70 | 17.80 | 31.33 | 18.33 | 63.80 | 25.09 | 27.40 | 18.97 | 37.82 | 28.54 | 22.60 | 21.98 | 24.07 | 34.75 | 28.09 |
| Draw Down(%) | NA | 17.13 | 17.13 | 25.94 | 54.90 | NA | NA | … | … | 15.66 | 17.13 | 10.42 | 24.71 | 17.07 | 54.61 | 9.77 | 29.86 | 9.00 | 16.46 | 24.70 | 33.14 | 7.30 | 13.11 | 37.88 | 11.76 |
| Yield(%) | 0.00 | 0.77 | 2.70 | 2.66 | 3.25 | 2.56 | 2.65 | … | … | 0.84 | 0.77 | 3.49 | 2.00 | 2.48 | 2.06 | 3.46 | 2.51 | 3.27 | 4.05 | 4.11 | 2.97 | 2.32 | 3.19 | 2.09 | 1.82 |
Data as of 10/16/2025, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGKF (Smiths Group plc) |
-10.50%
Jan 2013 – Jan 2016 |
-7.25%
Jan 2011 – Jan 2016 |
0.96%
Oct 2013 – Oct 2023 |
6.37%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGKF (Smiths Group plc) |
27.28%
Sep 2022 – Sep 2025 |
15.34%
Sep 2020 – Sep 2025 |
10.78%
Sep 2015 – Sep 2025 |
7.02%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart