Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VODPF (Vodafone Group PLC) | 11.43% | 47.45% | 26.73% | 4.56% | -1.65% | 1.27% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VODPF (Vodafone Group PLC) | 01/03/2008 | 06/03/2026 |
| 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 (%) | 0.65 | 47.45 | 26.73 | 4.56 | -1.65 | 1.27 | NA | … | … | 11.43 | 68.72 | 8.28 | -5.31 | -26.99 | -4.85 | -9.06 | 7.42 | -36.38 | 33.58 | -22.38 | -0.39 | -12.56 | 63.66 | -6.37 | 10.85 | 18.59 | 19.40 | -44.06 |
| Sharpe Ratio | NA | 0.57 | 0.36 | 0.01 | -0.08 | NA | NA | … | … | 0.41 | 0.94 | 0.09 | -0.22 | -0.62 | -0.10 | -0.16 | 0.15 | -0.84 | 1.35 | -0.84 | -0.02 | -0.34 | 2.77 | -0.27 | 0.36 | 0.53 | 0.32 | -0.13 |
| Standard Deviation(%) | NA | 71.39 | 58.52 | 53.71 | 48.28 | NA | NA | … | … | 63.49 | 70.32 | 51.50 | 40.91 | 45.87 | 48.60 | 59.36 | 38.60 | 44.85 | 24.52 | 26.91 | 23.17 | 37.30 | 22.95 | 24.04 | 29.83 | 35.18 | 59.85 | 341.27 |
| Draw Down(%) | NA | 18.18 | 32.33 | 50.92 | 65.39 | NA | NA | … | … | 12.10 | 18.18 | 30.62 | 28.13 | 44.65 | 24.88 | 45.32 | 23.00 | 42.87 | 10.19 | 26.81 | 20.21 | 35.98 | 14.03 | 18.06 | 16.82 | 22.98 | 27.91 | 95.44 |
| Yield(%) | 0.00 | 4.68 | 7.62 | 4.67 | 2.88 | 3.84 | 2.58 | … | … | 0.00 | 6.11 | 8.45 | 9.33 | 6.14 | 6.22 | 5.47 | 5.32 | 3.87 | 4.42 | 3.43 | 5.62 | 5.07 | 4.71 | 3.13 | 3.63 | 3.86 | 3.82 | 2.15 |
Data as of 06/03/2026, Common starting date is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VODPF (Vodafone Group PLC) |
-18.89%
Sep 2017 – Sep 2020 |
-15.46%
Dec 2017 – Dec 2022 |
-9.51%
Feb 2014 – Feb 2024 |
-3.72%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VODPF (Vodafone Group PLC) |
27.79%
May 2023 – May 2026 |
22.54%
Feb 2009 – Feb 2014 |
5.19%
Nov 2008 – Nov 2018 |
1.30%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart