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Performance Comparison
Comparison Box

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