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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
TWODF (Taylor Wimpey plc) 6.39% -19.71% 6.61% 3.54% 1.58% 16.17% NA 13.01%
Data as of 07/23/2025, AR inception is 02/23/2010
More Performance Analytics Comparison
Name Start Date End Date
TWODF (Taylor Wimpey plc) 02/23/2010 07/23/2025
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
Annualized Return (%) 7.09 -19.71 6.61 3.54 1.58 16.17 NA 13.01 6.39 -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 -0.45 0.17 0.01 -0.01 NA NA 0.25 -0.03 -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 58.77 47.82 45.32 45.88 NA NA 45.13 54.24 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 42.50 42.50 61.02 61.02 NA NA 61.02 15.57 34.86 15.63 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 6.08 7.40 6.50 5.54 31.03 15.38 20.51 4.10 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 07/23/2025, AR inception 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
-8.38%
Sep 2017 - Sep 2022
2.54%
Jun 2015 - Jun 2025
12.38%
Apr 2010 - Apr 2025
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
16.01%
Jun 2010 - Jun 2025
Annualized Rolling Returns Comparison Chart