Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TATYF (Tate & Lyle plc) | 32.22% | -7.83% | -9.64% | -4.08% | 2.58% | 1.18% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TATYF (Tate & Lyle plc) | 01/06/2010 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | -7.83 | -9.64 | -4.08 | 2.58 | 1.18 | NA | … | … | 32.22 | -40.34 | 11.31 | -0.55 | 18.24 | 0.38 | -4.89 | 19.49 | -5.10 | -5.11 | 18.35 | 0.69 | -26.64 | 6.67 | 17.34 | 33.63 | 11.67 |
| Sharpe Ratio | NA | -0.22 | -0.34 | -0.19 | 0.03 | NA | NA | … | … | 1.42 | -1.08 | 0.28 | -0.18 | 0.45 | 0.01 | -0.12 | 0.76 | -0.25 | -0.21 | 1.10 | 0.03 | -0.82 | 0.43 | 0.94 | 1.35 | 0.34 |
| Standard Deviation(%) | NA | 52.27 | 38.82 | 36.24 | 33.07 | NA | NA | … | … | 64.42 | 40.23 | 27.95 | 23.39 | 37.89 | 26.80 | 44.00 | 23.63 | 26.12 | 27.54 | 16.43 | 25.24 | 32.51 | 15.58 | 18.53 | 24.87 | 34.14 |
| Draw Down(%) | NA | 42.65 | 55.51 | 56.67 | 56.67 | NA | NA | … | … | 21.13 | 42.57 | 19.06 | 25.17 | 29.15 | 24.68 | 40.04 | 16.10 | 21.46 | 16.78 | 9.37 | 21.18 | 31.84 | 11.46 | 15.27 | 16.36 | 15.61 |
| Yield(%) | 0.00 | 2.41 | 2.50 | 5.02 | 5.16 | 3.51 | 3.83 | … | … | 0.00 | 2.06 | 3.01 | 3.87 | 20.34 | 3.98 | 4.42 | 1.30 | 2.94 | 3.67 | 4.18 | 5.16 | 3.84 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TATYF (Tate & Lyle plc) |
-21.41%
Mar 2023 – Mar 2026 |
-11.39%
Mar 2021 – Mar 2026 |
-1.60%
Mar 2016 – Mar 2026 |
-1.00%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TATYF (Tate & Lyle plc) |
27.92%
May 2010 – May 2013 |
12.64%
Mar 2018 – Mar 2023 |
7.00%
Feb 2010 – Feb 2020 |
5.48%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart