Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIHRF (Tharisa plc) | NA | 47.92% | 0.27% | 22.43% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIHRF (Tharisa plc) | 04/30/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 68.67 | 47.92 | 0.27 | 22.43 | NA | NA | NA | … | … | 57.37 | 31.63 | -24.78 | -36.01 | 34.94 | 104.50 |
| Sharpe Ratio | NA | 0.83 | -0.06 | 0.38 | NA | NA | NA | … | … | 1.32 | 0.70 | -1.05 | -0.76 | 0.86 | 2.17 |
| Standard Deviation(%) | NA | 53.88 | 48.71 | 53.64 | NA | NA | NA | … | … | 62.50 | 40.07 | 27.26 | 49.18 | 40.42 | 87.10 |
| Draw Down(%) | NA | 17.00 | 56.00 | 63.39 | NA | NA | NA | … | … | 11.70 | 12.00 | 35.34 | 46.17 | 22.50 | 0.00 |
| Yield(%) | 0.00 | 4.50 | 3.68 | 10.01 | 5.01 | 3.34 | 2.50 | … | … | 4.79 | 4.67 | 9.80 | 4.44 | 5.36 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIHRF (Tharisa plc) |
-25.24%
May 2021 – May 2024 |
9.88%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIHRF (Tharisa plc) |
26.02%
May 2020 – May 2023 |
10.28%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart