Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGOPF (3i Group plc) | -35.07% | -46.14% | 9.41% | 13.82% | 18.22% | 16.56% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGOPF (3i Group plc) | 09/06/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.50 | -46.14 | 9.41 | 13.82 | 18.22 | 16.56 | NA | … | … | -35.07 | -0.23 | 41.46 | 104.15 | -12.02 | 21.58 | 14.29 | 54.57 | -14.34 | 45.10 | 24.23 | 3.10 | 21.65 | 82.39 | 38.01 | -47.94 | 13.36 | 16.62 | -80.54 | -9.02 |
| Sharpe Ratio | NA | -0.91 | 0.21 | 0.18 | 0.31 | NA | NA | … | … | -1.12 | -0.07 | 1.10 | 3.39 | -0.23 | 0.18 | 0.22 | 2.29 | -0.59 | 2.01 | 0.98 | 0.08 | 0.75 | 3.87 | 1.19 | -0.94 | 0.42 | 0.09 | -0.99 | -0.92 |
| Standard Deviation(%) | NA | 48.96 | 40.01 | 68.70 | 54.56 | NA | NA | … | … | 57.02 | 42.95 | 34.42 | 29.96 | 59.67 | 122.57 | 64.04 | 23.22 | 26.90 | 22.22 | 24.39 | 40.31 | 28.85 | 21.29 | 32.17 | 51.02 | 31.83 | 174.27 | 82.05 | 30.62 |
| Draw Down(%) | NA | 53.66 | 53.66 | 58.64 | 58.64 | NA | NA | … | … | 41.16 | 33.19 | 11.00 | 12.11 | 41.74 | 58.64 | 53.89 | 11.10 | 25.09 | 8.67 | 18.79 | 21.84 | 23.36 | 4.68 | 20.41 | 50.47 | 16.67 | 70.21 | 81.80 | 13.65 |
| Yield(%) | 0.00 | 1.88 | 3.58 | 4.23 | 7.62 | 9.43 | 1.58 | … | … | 0.00 | 2.37 | 2.73 | 4.48 | 3.12 | 3.40 | 3.13 | 4.90 | 4.03 | 4.02 | 4.64 | 5.09 | 5.65 | 5.70 | 4.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGOPF (3i Group plc) |
-42.46%
Sep 2008 – Sep 2011 |
-30.34%
Oct 2007 – Oct 2012 |
-3.47%
Oct 2007 – Oct 2017 |
-0.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGOPF (3i Group plc) |
71.90%
Sep 2022 – Sep 2025 |
45.32%
Jun 2020 – Jun 2025 |
26.94%
Sep 2015 – Sep 2025 |
23.76%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart