Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TATYY (Tate & Lyle PLC ADR) | 34.80% | -5.67% | -8.43% | -3.39% | 2.33% | 2.05% | 2.67% | … | … |
Data as of 06/04/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TATYY (Tate & Lyle PLC ADR) | 11/19/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | -5.67 | -8.43 | -3.39 | 2.33 | 2.05 | 2.67 | … | … | 34.80 | -35.21 | -0.62 | -0.46 | 16.21 | -0.30 | -0.99 | 19.43 | -4.09 | 10.00 | 5.25 | 1.05 | -27.77 | 10.50 | 17.62 | 42.81 | 20.42 | 28.17 | -29.46 | -39.65 | 62.35 | 9.09 | 71.24 | 19.62 | 3.87 | 47.69 | -43.69 | 21.18 | -35.11 | 3.15 | -0.78 |
| Sharpe Ratio | NA | -0.19 | -0.33 | -0.11 | 0.02 | NA | NA | … | … | 1.52 | -1.06 | -0.15 | -0.19 | 0.17 | -0.01 | -0.03 | 0.80 | -0.22 | 0.42 | 0.17 | 0.03 | -0.84 | 0.54 | 0.93 | 1.44 | 0.65 | 0.63 | -0.59 | -0.90 | 2.40 | 0.30 | 2.85 | 0.72 | 0.07 | 0.88 | -0.68 | 0.32 | -0.75 | -0.02 | -0.49 |
| Standard Deviation(%) | NA | 50.61 | 37.13 | 49.30 | 40.75 | NA | NA | … | … | 66.80 | 36.23 | 27.64 | 21.30 | 86.71 | 22.21 | 45.37 | 22.41 | 25.13 | 22.58 | 30.21 | 30.89 | 33.13 | 19.27 | 18.96 | 29.66 | 31.05 | 44.90 | 51.70 | 47.69 | 24.72 | 22.81 | 24.62 | 26.41 | 41.23 | 52.35 | 70.77 | 56.35 | 51.68 | 32.24 | 21.68 |
| Draw Down(%) | NA | 40.33 | 57.06 | 68.35 | 68.35 | NA | NA | … | … | 22.02 | 41.86 | 23.98 | 27.67 | 53.95 | 22.87 | 43.41 | 14.83 | 22.90 | 19.01 | 18.30 | 21.63 | 31.61 | 10.84 | 13.92 | 16.25 | 18.14 | 48.81 | 52.14 | 43.75 | 10.13 | 23.46 | 15.63 | 21.04 | 22.32 | 28.79 | 55.80 | 24.71 | 50.32 | 17.72 | 6.77 |
| Yield(%) | 0.00 | 3.53 | 2.55 | 4.95 | 5.08 | 4.30 | 4.05 | … | … | 0.00 | 3.27 | 2.97 | 2.72 | 16.78 | 4.90 | 4.28 | 4.43 | 4.10 | 4.25 | 4.51 | 4.64 | 3.58 | 3.34 | 3.53 | 4.79 | 4.70 | 6.12 | 4.70 | 2.89 | 3.82 | 3.90 | 6.07 | 6.08 | 4.12 | 7.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TATYY (Tate & Lyle PLC ADR) |
-27.63%
Apr 1998 – Apr 2001 |
-11.11%
Feb 1998 – Feb 2003 |
-2.47%
Feb 1999 – Feb 2009 |
0.46%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TATYY (Tate & Lyle PLC ADR) |
51.43%
Mar 2009 – Mar 2012 |
35.96%
Sep 2001 – Sep 2006 |
17.79%
Apr 2001 – Apr 2011 |
12.26%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart