Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TPRKY (Travis Perkins PLC ADR) | -13.38% | -35.74% | -12.51% | -7.81% | -8.77% | NA | NA | -0.89% |
Data as of 07/25/2025, AR inception is 10/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPRKY (Travis Perkins PLC ADR) | 10/11/2011 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.44 | -35.74 | -12.51 | -7.81 | -8.77 | NA | NA | -0.89 | -13.38 | -14.38 | 3.38 | -47.36 | 39.66 | -17.92 | 55.33 | -26.34 | 2.92 | -36.03 | 16.28 | -11.47 | 131.63 | 1.55 | 5.54 |
| Sharpe Ratio | NA | -1.04 | -0.43 | -0.23 | -0.23 | NA | NA | -0.04 | -0.62 | -0.56 | -0.01 | -1.09 | 0.66 | -0.27 | 1.18 | -0.82 | 1.07 | -0.62 | 0.86 | -0.58 | 1.70 | 0.98 | 1.79 |
| Standard Deviation(%) | NA | 37.41 | 37.16 | 43.23 | 44.79 | NA | NA | 43.99 | 41.61 | 32.20 | 31.94 | 44.78 | 59.90 | 66.94 | 45.68 | 33.94 | 2.11 | 58.01 | 18.98 | 19.88 | 77.25 | 1.55 | 15.37 |
| Draw Down(%) | NA | 49.34 | 49.34 | 72.95 | 72.95 | NA | NA | 72.95 | 28.59 | 29.21 | 31.70 | 63.79 | 25.94 | 61.92 | 29.42 | 34.38 | 0.00 | 45.41 | 12.81 | 16.22 | 7.37 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.55 | 2.37 | 7.95 | 3.11 | 5.00 | 3.75 | 5.77 | 1.32 | 1.35 | 4.28 | 2.22 | 26.29 | 1.84 | 4.36 | 3.16 | 2.90 | 2.00 | 2.24 | 1.72 | 0.00 | 1.55 | 0.00 |
Data as of 07/25/2025, AR inception is 10/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPRKY (Travis Perkins PLC ADR) |
-22.78%
Feb 2022 - Feb 2025 |
-16.27%
Mar 2015 - Mar 2020 |
-9.41%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPRKY (Travis Perkins PLC ADR) |
33.60%
Dec 2012 - Dec 2015 |
11.21%
Jun 2016 - Jun 2021 |
7.65%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart