Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSCDY (Tesco PLC) | 21.31% | 38.13% | 26.71% | 20.55% | 5.72% | 0.74% | 1.67% | 5.23% |
Data as of 07/15/2025, AR inception is 05/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSCDY (Tesco PLC) | 05/07/1999 | 07/15/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 38.13 | 26.71 | 20.55 | 5.72 | 0.74 | 1.67 | 5.23 | 21.31 | 30.49 | 43.43 | -28.98 | 30.63 | -20.91 | 41.58 | -12.39 | 12.45 | 15.17 | -24.25 | -46.19 | 5.72 | -7.93 | -3.30 | 1.22 | 34.37 | -41.88 | 18.44 | 41.94 | -5.89 | 37.13 | 58.00 | -16.94 | -8.28 | 85.41 | -4.17 |
| Sharpe Ratio | NA | 1.33 | 0.95 | 0.65 | 0.16 | NA | NA | 0.08 | 1.24 | 1.43 | 2.11 | -1.08 | 0.78 | -0.52 | 1.58 | -0.57 | 0.49 | 0.36 | -0.75 | -1.50 | 0.31 | -0.31 | -0.13 | 0.05 | 1.03 | -0.80 | 0.55 | 1.63 | -0.40 | 1.50 | 1.58 | -0.37 | -0.07 | 1.12 | -0.25 |
| Standard Deviation(%) | NA | 26.32 | 24.28 | 27.82 | 30.30 | NA | NA | 45.06 | 32.44 | 18.76 | 19.04 | 28.36 | 39.04 | 40.38 | 25.34 | 24.34 | 24.30 | 41.03 | 32.49 | 30.74 | 18.62 | 26.20 | 25.89 | 23.57 | 33.12 | 53.53 | 27.87 | 23.68 | 20.29 | 24.15 | 36.23 | 48.34 | 156.15 | 72.37 | 39.35 |
| Draw Down(%) | NA | 18.37 | 32.44 | 45.56 | 45.56 | NA | NA | 74.77 | 18.37 | 10.74 | 10.90 | 45.56 | 27.53 | 41.25 | 21.06 | 31.05 | 17.65 | 30.52 | 43.85 | 52.47 | 13.76 | 26.15 | 21.35 | 18.78 | 25.18 | 54.31 | 17.25 | 6.27 | 14.75 | 11.56 | 23.08 | 24.37 | 35.12 | 23.87 | 18.42 |
| Yield(%) | 0.00 | 4.28 | 4.97 | 10.59 | 3.98 | 2.46 | 2.81 | 5.99 | 2.60 | 4.28 | 4.88 | 3.58 | 25.63 | 2.88 | 3.50 | 1.77 | 0.52 | 0.00 | 0.00 | 3.46 | 4.14 | 3.62 | 3.44 | 3.04 | 3.46 | 2.31 | 2.52 | 2.86 | 1.61 | 2.73 | 3.42 | 0.89 | 3.30 | 0.00 | 0.00 |
Data as of 07/15/2025, AR inception is 05/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCDY (Tesco PLC) |
-27.19%
Jul 2013 - Jul 2016 |
-17.88%
Jul 2011 - Jul 2016 |
-11.12%
Oct 2007 - Oct 2017 |
-7.72%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCDY (Tesco PLC) |
36.59%
Feb 2003 - Feb 2006 |
30.17%
Oct 2002 - Oct 2007 |
14.77%
Nov 1999 - Nov 2009 |
8.82%
Jun 1999 - Jun 2014 |
Annualized Rolling Returns Comparison Chart