Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSCDF (Tesco PLC) | -2.42% | 19.92% | 26.43% | 18.34% | 10.52% | -0.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSCDF (Tesco PLC) | 01/04/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 19.92 | 26.43 | 18.34 | 10.52 | -0.07 | NA | … | … | -2.42 | 37.68 | 30.10 | 39.03 | -28.85 | 33.21 | -25.92 | 46.28 | -13.02 | 12.55 | 15.14 | -25.60 | -44.69 | 3.86 | -10.15 | -7.63 | 0.49 | 40.67 | -42.88 |
| Sharpe Ratio | NA | 0.31 | 0.52 | 0.35 | 0.16 | NA | NA | … | … | -0.26 | 0.86 | 0.70 | 0.91 | -0.60 | 0.65 | -0.26 | 1.57 | -0.54 | 0.44 | 0.35 | -0.74 | -1.43 | 0.14 | -0.33 | -0.21 | 0.01 | 0.99 | -0.76 |
| Standard Deviation(%) | NA | 43.26 | 42.50 | 42.71 | 49.47 | NA | NA | … | … | 51.63 | 41.47 | 37.64 | 39.21 | 50.81 | 50.84 | 100.24 | 28.47 | 26.89 | 27.07 | 42.60 | 34.65 | 31.26 | 27.99 | 30.74 | 35.76 | 42.80 | 40.81 | 58.26 |
| Draw Down(%) | NA | 14.77 | 19.80 | 47.09 | 48.91 | NA | NA | … | … | 14.77 | 19.80 | 14.13 | 13.55 | 47.09 | 32.17 | 44.64 | 21.06 | 33.51 | 17.12 | 29.58 | 43.92 | 51.80 | 15.77 | 27.72 | 21.43 | 26.87 | 26.55 | 53.70 |
| Yield(%) | 0.00 | 1.26 | 4.05 | 4.30 | 5.90 | 1.73 | 1.26 | … | … | 0.00 | 4.11 | 4.34 | 4.93 | 3.49 | 25.58 | 2.81 | 3.08 | 1.56 | 0.51 | 0.00 | 0.00 | 3.89 | 2.97 | 0.00 | 2.45 | 2.18 | 2.71 | 0.35 |
Data as of 06/04/2026, Common starting date is 01/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCDF (Tesco PLC) |
-26.61%
Jul 2013 – Jul 2016 |
-18.72%
Dec 2010 – Dec 2015 |
-9.46%
Oct 2010 – Oct 2020 |
-5.90%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCDF (Tesco PLC) |
43.65%
Sep 2022 – Sep 2025 |
22.79%
Oct 2020 – Oct 2025 |
11.53%
Dec 2015 – Dec 2025 |
1.17%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart