Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHTPF (WH Smith PLC) | NA | -35.58% | -19.82% | -3.60% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHTPF (WH Smith PLC) | 03/18/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.58 | -19.82 | -3.60 | NA | NA | NA | … | … | -35.58 | -2.76 | 0.51 | -18.13 | 1.05 | 79.21 |
| Sharpe Ratio | NA | -0.82 | -0.63 | -0.15 | NA | NA | NA | … | … | -0.88 | -0.24 | -0.11 | -0.98 | 0.03 | 1.97 |
| Standard Deviation(%) | NA | 46.97 | 36.81 | 39.88 | NA | NA | NA | … | … | 54.75 | 26.36 | 27.91 | 20.04 | 40.98 | 55.14 |
| Draw Down(%) | NA | 38.08 | 48.50 | 62.77 | NA | NA | NA | … | … | 38.08 | 20.84 | 18.46 | 18.13 | 29.61 | 3.01 |
| Yield(%) | 0.00 | 4.92 | 2.38 | 2.31 | 1.29 | 0.86 | 0.65 | … | … | 4.92 | 2.68 | 1.46 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 03/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHTPF (WH Smith PLC) |
-18.09%
Apr 2021 – Apr 2024 |
-1.97%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHTPF (WH Smith PLC) |
17.36%
Jul 2020 – Jul 2023 |
5.40%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart