Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMZF (Scottish Mortgage Investment Trust PLC) | NA | 34.23% | 14.18% | 3.40% | 13.81% | 3.25% | 3.78% | … | … |
Data as of 08/27/2025, Common starting date is 10/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMZF (Scottish Mortgage Investment Trust PLC) | 10/22/2001 | 08/27/2025 |
| 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 (%) | 1.10 | 34.23 | 14.18 | 3.40 | 13.81 | 3.25 | 3.78 | … | … | 27.17 | 16.14 | 18.45 | -52.71 | 6.60 | 137.40 | 21.81 | 0.66 | 49.23 | -4.85 | 10.16 | -77.08 | 46.24 | 12.73 | -9.17 | 35.40 | 46.36 | -52.17 | 11.96 | 42.66 | 18.23 | 35.33 | 12.50 | -11.11 | 0.00 |
| Sharpe Ratio | NA | 0.96 | 0.32 | 0.03 | 0.25 | NA | NA | … | … | 1.17 | 0.42 | 0.47 | -0.88 | 0.13 | 1.84 | 0.29 | -0.01 | 0.44 | -0.04 | 0.19 | -0.08 | 0.20 | 0.11 | -0.06 | 0.24 | 0.18 | -0.05 | 0.17 | 0.29 | 0.21 | 0.18 | 0.06 | -0.05 | NA |
| Standard Deviation(%) | NA | 32.58 | 34.63 | 42.84 | 48.40 | NA | NA | … | … | 35.58 | 30.10 | 32.06 | 61.80 | 52.68 | 71.23 | 72.04 | 77.10 | 107.48 | 133.36 | 51.54 | 1,012.96 | 218.68 | 108.52 | 158.64 | 131.40 | 255.45 | 884.80 | 122.03 | 103.56 | 107.22 | 149.10 | 219.42 | 226.49 | 0.00 |
| Draw Down(%) | NA | 25.84 | 25.84 | 63.33 | 63.33 | NA | NA | … | … | 25.84 | 18.15 | 23.53 | 55.72 | 28.97 | 22.12 | 9.00 | 19.03 | 0.00 | 12.62 | 0.72 | 77.80 | 5.47 | 8.59 | 18.18 | 0.00 | 5.45 | 58.78 | 4.10 | 0.00 | 0.00 | 9.09 | 11.25 | 21.57 | 0.00 |
| Yield(%) | 0.00 | 0.53 | 0.48 | 0.33 | 0.56 | 0.17 | 0.16 | … | … | 0.33 | 0.54 | 0.60 | 0.14 | 0.12 | 0.25 | 0.00 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 08/27/2025, Common starting date is 10/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMZF (Scottish Mortgage Investment Trust PLC) |
-33.11%
Dec 2013 – Dec 2016 |
-12.89%
Mar 2015 – Mar 2020 |
-0.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMZF (Scottish Mortgage Investment Trust PLC) |
68.73%
Jan 2018 – Jan 2021 |
22.16%
Jul 2017 – Jul 2022 |
11.07%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart