Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPRKY (Travis Perkins PLC ADR) | -12.88% | -10.92% | -10.83% | -18.49% | -9.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPRKY (Travis Perkins PLC ADR) | 10/11/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | -10.92 | -10.83 | -18.49 | -9.37 | NA | NA | … | … | -12.88 | -1.78 | -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 | -0.52 | -0.42 | -0.58 | -0.24 | NA | NA | … | … | -0.95 | -0.13 | -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 | 34.51 | 34.47 | 35.68 | 44.97 | NA | NA | … | … | 36.79 | 36.59 | 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 | 29.33 | 49.34 | 71.53 | 72.95 | NA | NA | … | … | 29.33 | 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 | 1.89 | 1.72 | 1.66 | 2.85 | 5.09 | 3.82 | … | … | 1.16 | 2.05 | 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 06/04/2026, Common starting date 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 |
-18.44%
May 2021 – May 2026 |
-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