Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEIGF (The Weir Group PLC) | 35.09% | 49.92% | 33.40% | 21.53% | 6.22% | 6.49% | NA | 15.77% |
Data as of 07/25/2025, AR inception is 04/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEIGF (The Weir Group PLC) | 04/22/2009 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.57 | 49.92 | 33.40 | 21.53 | 6.22 | 6.49 | NA | 15.77 | 35.09 | 21.87 | 19.16 | -13.29 | -17.32 | 46.57 | 31.79 | -41.86 | 17.63 | 73.52 | -50.08 | -13.06 | 12.37 | 0.65 | 12.21 | 144.30 | 140.00 |
| Sharpe Ratio | NA | 1.52 | 1.03 | 0.59 | 0.12 | NA | NA | 0.36 | 1.99 | 0.64 | 0.72 | -0.33 | -0.57 | 0.65 | 0.65 | -1.01 | 1.03 | 2.19 | -1.28 | -0.38 | 0.52 | 0.02 | 0.28 | 2.95 | 4.01 |
| Standard Deviation(%) | NA | 30.85 | 29.20 | 32.85 | 40.08 | NA | NA | 40.38 | 34.15 | 24.26 | 21.01 | 45.01 | 30.61 | 70.77 | 46.67 | 42.67 | 16.56 | 33.46 | 39.21 | 34.17 | 23.58 | 34.06 | 42.99 | 48.84 | 62.34 |
| Draw Down(%) | NA | 17.61 | 22.75 | 45.03 | 73.41 | NA | NA | 78.34 | 17.61 | 12.00 | 12.80 | 39.70 | 26.30 | 58.99 | 31.16 | 50.79 | 11.05 | 13.34 | 53.88 | 34.17 | 16.05 | 36.22 | 34.34 | 15.48 | 10.64 |
| Yield(%) | 0.00 | 2.06 | 2.83 | 2.30 | 1.81 | 2.45 | 7.45 | 9.31 | 1.02 | 2.11 | 2.33 | 1.46 | 0.56 | 1.94 | 3.70 | 1.48 | 2.43 | 4.42 | 2.53 | 2.61 | 1.92 | 1.69 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 04/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEIGF (The Weir Group PLC) |
-26.68%
Feb 2013 - Feb 2016 |
-17.24%
Mar 2015 - Mar 2020 |
-3.79%
Feb 2014 - Feb 2024 |
6.69%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEIGF (The Weir Group PLC) |
48.06%
May 2009 - May 2012 |
43.78%
May 2009 - May 2014 |
11.57%
May 2009 - May 2019 |
11.03%
May 2009 - May 2024 |
Annualized Rolling Returns Comparison Chart