Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMWPY (Smiths News PLC ADR) | NA | 34.71% | 27.05% | -0.36% | -13.62% | NA | NA | … | … |
Data as of 01/08/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMWPY (Smiths News PLC ADR) | 08/06/2012 | 01/08/2025 |
| 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 (%) | 0.00 | 34.71 | 27.05 | -0.36 | -13.62 | NA | NA | … | … | 0.00 | 34.71 | 30.24 | 16.90 | 3.51 | -53.75 | -6.33 | -71.28 | 6.85 | -20.61 | 7.90 | -19.82 | 81.57 | 28.59 |
| Sharpe Ratio | NA | 1.44 | 1.34 | -0.02 | -0.18 | NA | NA | … | … | NA | 1.44 | 1.37 | 1.39 | 0.02 | -0.80 | -1.05 | -0.55 | 1.26 | -0.74 | 0.45 | -0.43 | 2.02 | 5.05 |
| Standard Deviation(%) | NA | 21.59 | 18.02 | 100.66 | 83.23 | NA | NA | … | … | NA | 21.59 | 19.65 | 11.14 | 213.22 | 67.39 | 7.40 | 132.45 | 4.94 | 28.20 | 17.33 | 46.39 | 40.29 | 17.49 |
| Draw Down(%) | NA | 0.00 | 0.00 | 66.41 | 89.86 | NA | NA | … | … | NA | 0.00 | 0.00 | 0.00 | 66.41 | 55.05 | 7.09 | 73.30 | 0.00 | 23.70 | 8.94 | 35.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 27.58 | 22.40 | 6.91 | 2.44 | 4.74 | 3.55 | … | … | 0.00 | 27.58 | 24.59 | 15.01 | 3.39 | 2.83 | 0.00 | 7.13 | 6.51 | 5.64 | 6.12 | 10.95 | 6.11 | 0.00 |
Data as of 01/08/2025, 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 |
|---|---|---|---|---|
| SMWPY (Smiths News PLC ADR) |
-51.27%
Jun 2018 – Jun 2021 |
-36.72%
Jan 2016 – Jan 2021 |
-17.62%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMWPY (Smiths News PLC ADR) |
28.52%
Jun 2021 – Jun 2024 |
9.61%
Sep 2012 – Sep 2017 |
-12.59%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart