Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWODF (Taylor Wimpey plc) | -23.42% | -27.75% | -5.44% | -8.48% | -1.78% | 10.92% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWODF (Taylor Wimpey plc) | 02/23/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | -27.75 | -5.44 | -8.48 | -1.78 | 10.92 | NA | … | … | -23.42 | 5.02 | -15.14 | 67.85 | -41.52 | 12.52 | 3.08 | 65.41 | -32.58 | 54.98 | -35.00 | 48.40 | 26.82 | 51.79 | 103.64 | 17.02 | -20.34 |
| Sharpe Ratio | NA | -0.66 | -0.18 | -0.25 | -0.06 | NA | NA | … | … | -1.08 | 0.04 | -0.38 | 2.18 | -0.77 | 0.43 | 0.04 | 1.53 | -1.29 | 2.58 | -0.56 | 1.45 | 0.84 | 1.50 | 2.11 | 0.36 | -0.40 |
| Standard Deviation(%) | NA | 46.84 | 46.36 | 45.64 | 46.84 | NA | NA | … | … | 44.32 | 52.56 | 49.02 | 29.74 | 55.69 | 28.91 | 69.57 | 41.86 | 26.38 | 21.16 | 62.98 | 33.33 | 32.03 | 34.52 | 49.53 | 46.91 | 58.40 |
| Draw Down(%) | NA | 33.60 | 48.05 | 60.26 | 61.02 | NA | NA | … | … | 31.84 | 26.35 | 34.86 | 15.62 | 59.03 | 22.31 | 58.15 | 24.99 | 40.66 | 12.50 | 49.83 | 17.70 | 18.65 | 11.32 | 27.91 | 28.36 | 46.15 |
| Yield(%) | 0.00 | 6.41 | 7.31 | 4.73 | 5.34 | 21.65 | 16.24 | … | … | 2.77 | 8.32 | 6.60 | 9.92 | 4.80 | 8.19 | 12.92 | 13.53 | 6.34 | 8.70 | 5.10 | 7.39 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWODF (Taylor Wimpey plc) |
-12.14%
Dec 2019 – Dec 2022 |
-9.25%
Apr 2021 – Apr 2026 |
-1.17%
May 2016 – May 2026 |
9.91%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWODF (Taylor Wimpey plc) |
71.19%
Jul 2012 – Jul 2015 |
54.48%
Nov 2010 – Nov 2015 |
25.60%
Nov 2010 – Nov 2020 |
16.12%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart