Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TATYY (Tate & Lyle PLC ADR) | -10.52% | -9.78% | -6.22% | 3.32% | 4.37% | 5.02% | 4.41% | 4.03% |
Data as of 07/18/2025, AR inception is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TATYY (Tate & Lyle PLC ADR) | 11/19/1996 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.28 | -9.78 | -6.22 | 3.32 | 4.37 | 5.02 | 4.41 | 4.03 | -10.52 | -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 | -0.38 | -0.33 | 0.04 | 0.07 | NA | NA | 0.06 | -0.60 | -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 | 34.16 | 28.69 | 45.25 | 38.59 | NA | NA | 39.57 | 35.94 | 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 | 42.61 | 42.61 | 57.70 | 57.70 | NA | NA | 78.49 | 26.76 | 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 | 3.22 | 2.58 | 6.77 | 6.00 | 6.38 | 5.49 | 4.54 | 2.21 | 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 07/18/2025, AR inception 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 |
0.59%
Nov 2006 - Nov 2021 |
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