Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) | -7.91% | -28.70% | 3.28% | 3.22% | -1.16% | NA | NA | 4.27% |
Data as of 08/01/2025, AR inception is 10/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) | 10/15/2013 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.46 | -28.70 | 3.28 | 3.22 | -1.16 | NA | NA | 4.27 | -7.91 | -13.00 | 66.58 | -43.70 | 10.41 | -14.12 | 83.19 | -37.12 | 68.22 | -32.63 | 39.01 | 17.75 | 3.99 |
| Sharpe Ratio | NA | -0.76 | 0.14 | 0.07 | -0.04 | NA | NA | 0.09 | 0.02 | -0.60 | 2.17 | -1.08 | 0.32 | -0.17 | 2.27 | -0.96 | 3.02 | -0.67 | 1.49 | 0.78 | 2.39 |
| Standard Deviation(%) | NA | 30.70 | 32.61 | 35.70 | 42.22 | NA | NA | 40.19 | 32.34 | 27.57 | 29.29 | 41.87 | 32.04 | 83.20 | 35.99 | 40.16 | 22.45 | 49.30 | 26.19 | 22.61 | 8.52 |
| Draw Down(%) | NA | 39.23 | 40.28 | 62.61 | 66.68 | NA | NA | 66.68 | 16.24 | 30.31 | 21.45 | 59.88 | 24.60 | 59.33 | 20.08 | 40.23 | 5.82 | 44.91 | 4.60 | 10.76 | 0.00 |
| Yield(%) | 0.00 | 5.97 | 7.44 | 6.47 | 4.39 | 5.40 | 4.05 | 7.37 | 3.90 | 6.46 | 9.49 | 4.63 | 5.31 | 0.00 | 14.34 | 7.25 | 9.92 | 5.21 | 6.00 | 0.17 | 0.00 |
Data as of 08/01/2025, AR inception is 10/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) |
-18.88%
Dec 2019 - Dec 2022 |
-10.71%
Sep 2017 - Sep 2022 |
-1.16%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) |
24.67%
Dec 2016 - Dec 2019 |
15.98%
Feb 2015 - Feb 2020 |
8.51%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart