Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXSY (Spirax-Sarco Engineering PLC) | 2.16% | 20.72% | -10.97% | -11.24% | 9.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPXSY (Spirax-Sarco Engineering PLC) | 06/25/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 20.72 | -10.97 | -11.24 | 9.01 | NA | NA | … | … | 2.16 | 9.76 | -34.60 | 6.39 | -40.57 | 91.53 | 2.74 | 43.25 | 76.25 | 2.24 | 2.15 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.59 | -0.38 | -0.38 | 0.20 | NA | NA | … | … | 0.17 | 0.21 | -1.15 | 0.08 | -1.01 | 2.13 | 0.05 | 1.21 | 1.29 | 0.96 | 1.18 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 32.55 | 34.96 | 34.79 | 38.16 | NA | NA | … | … | 37.01 | 32.73 | 33.26 | 35.99 | 41.61 | 42.90 | 48.46 | 34.47 | 58.52 | 1.65 | 1.63 | NA | NA |
| Draw Down(%) | NA | 21.11 | 50.67 | 68.40 | 68.40 | NA | NA | … | … | 21.11 | 31.99 | 40.14 | 33.90 | 50.67 | 14.26 | 20.58 | 0.00 | 12.09 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.92 | 1.54 | 1.09 | 3.53 | 2.45 | 1.84 | … | … | 1.75 | 2.58 | 1.62 | 1.46 | 0.79 | 1.49 | 1.22 | 1.63 | 2.59 | 2.20 | 2.11 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXSY (Spirax-Sarco Engineering PLC) |
-25.94%
Oct 2021 – Oct 2024 |
-10.71%
May 2021 – May 2026 |
6.98%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXSY (Spirax-Sarco Engineering PLC) |
54.15%
Apr 2018 – Apr 2021 |
39.05%
Aug 2016 – Aug 2021 |
10.74%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart