Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGOPY (3i Group PLC ADR) | -33.06% | -47.18% | 8.73% | 16.51% | 22.95% | 19.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGOPY (3i Group PLC ADR) | 01/24/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.83 | -47.18 | 8.73 | 16.51 | 22.95 | 19.81 | NA | … | … | -33.06 | -0.28 | 47.46 | 96.35 | -2.61 | 27.81 | 10.91 | 49.84 | -15.92 | 51.54 | 57.83 | 5.26 | 7.71 | 56.20 | 4.20 | -43.15 |
| Sharpe Ratio | NA | -0.97 | 0.22 | 0.44 | 0.05 | NA | NA | … | … | -1.00 | -0.09 | 1.73 | 3.89 | -0.10 | 1.13 | 0.20 | 1.12 | -0.38 | 0.47 | 0.04 | 1.02 | 1.37 | 1.40 | 1.36 | -0.28 |
| Standard Deviation(%) | NA | 46.81 | 34.45 | 34.51 | 462.95 | NA | NA | … | … | 60.39 | 34.46 | 25.32 | 24.09 | 41.44 | 24.50 | 53.65 | 43.22 | 45.76 | 109.19 | 1,456.32 | 5.13 | 5.61 | 40.11 | 3.08 | 160.30 |
| Draw Down(%) | NA | 51.90 | 51.90 | 51.90 | 100.00 | NA | NA | … | … | 40.97 | 32.70 | 10.25 | 11.22 | 35.06 | 10.46 | 53.66 | 14.40 | 31.33 | 26.33 | 100.00 | 0.00 | 0.00 | 0.00 | 0.00 | 43.92 |
| Yield(%) | 0.00 | 1.44 | 3.20 | 5.89 | 16.55 | 18.67 | 7.85 | … | … | 0.00 | 1.82 | 2.79 | 4.30 | 12.00 | 3.48 | 3.17 | 4.80 | 3.76 | 3.95 | 8.64 | 5.00 | 7.27 | 6.78 | 4.07 | 0.76 |
Data as of 06/05/2026, Common starting date is 01/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGOPY (3i Group PLC ADR) |
-95.61%
Nov 2013 – Nov 2016 |
-83.16%
Nov 2011 – Nov 2016 |
18.36%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGOPY (3i Group PLC ADR) |
3,242.71%
Nov 2016 – Nov 2019 |
785.17%
Nov 2016 – Nov 2021 |
32.00%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart