Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STJPF (St. James’s Place PLC) | NA | 76.57% | 7.93% | 7.85% | 4.43% | NA | NA | … | … |
Data as of 08/08/2025, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STJPF (St. James’s Place PLC) | 01/30/2015 | 08/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 76.57 | 7.93 | 7.85 | 4.43 | NA | NA | … | … | 87.62 | 3.19 | -30.55 | -37.56 | 43.81 | 12.28 | 30.19 | -26.32 | 40.02 | -15.60 | 19.12 |
| Sharpe Ratio | NA | 1.06 | 0.08 | 0.12 | 0.06 | NA | NA | … | … | 2.16 | -0.01 | -0.99 | -0.73 | 0.91 | 0.18 | 0.68 | -0.86 | 1.63 | -0.32 | 0.62 |
| Standard Deviation(%) | NA | 69.27 | 55.61 | 53.39 | 48.76 | NA | NA | … | … | 84.80 | 46.93 | 34.93 | 53.73 | 48.25 | 66.68 | 41.93 | 32.25 | 24.32 | 49.50 | 33.57 |
| Draw Down(%) | NA | 29.23 | 64.78 | 76.71 | 76.71 | NA | NA | … | … | 29.23 | 42.40 | 44.77 | 56.96 | 20.38 | 52.53 | 27.47 | 36.54 | 8.73 | 37.13 | 17.87 |
| Yield(%) | 0.50 | 2.53 | 2.80 | 3.89 | 3.20 | 2.62 | 1.96 | … | … | 3.55 | 1.15 | 4.88 | 3.39 | 5.37 | 4.04 | 5.09 | 0.00 | 3.67 | 2.75 | 3.22 |
Data as of 08/08/2025, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STJPF (St. James’s Place PLC) |
-31.53%
Apr 2021 – Apr 2024 |
-14.37%
Apr 2019 – Apr 2024 |
1.39%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STJPF (St. James’s Place PLC) |
28.10%
Dec 2018 – Dec 2021 |
18.68%
Jun 2016 – Jun 2021 |
4.77%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart