Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPPGF (WPP plc) | NA | -17.41% | -4.96% | 3.27% | -5.60% | NA | NA | … | … |
Data as of 06/06/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPPGF (WPP plc) | 09/26/2012 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.45 | -17.41 | -4.96 | 3.27 | -5.60 | NA | NA | … | … | -19.38 | 14.10 | 1.63 | -29.66 | 37.43 | -18.88 | 43.07 | -38.36 | -16.37 | 0.05 | 11.78 | -2.09 | 60.93 | 3.64 |
| Sharpe Ratio | NA | -0.37 | -0.19 | 0.03 | -0.17 | NA | NA | … | … | -0.69 | 0.26 | -0.06 | -0.71 | 1.18 | -0.28 | 1.16 | -0.92 | -0.59 | -0.01 | 0.65 | -0.07 | 3.41 | 0.82 |
| Standard Deviation(%) | NA | 56.60 | 43.09 | 41.94 | 41.66 | NA | NA | … | … | 61.57 | 40.64 | 33.48 | 43.97 | 31.74 | 68.98 | 35.85 | 43.44 | 28.93 | 31.35 | 18.12 | 28.93 | 17.86 | 18.42 |
| Draw Down(%) | NA | 43.18 | 46.00 | 55.79 | 73.24 | NA | NA | … | … | 38.15 | 16.77 | 31.30 | 51.59 | 15.29 | 61.96 | 14.00 | 48.66 | 28.12 | 16.70 | 15.46 | 20.48 | 4.42 | 5.09 |
| Yield(%) | 4.16 | 6.07 | 4.62 | 5.44 | 2.51 | 3.51 | 2.63 | … | … | 6.11 | 3.27 | 4.73 | 2.95 | 3.37 | 3.64 | 7.08 | 4.35 | 3.49 | 3.04 | 3.37 | 2.89 | 3.16 | 0.65 |
Data as of 06/06/2025, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPPGF (WPP plc) |
-29.70%
Mar 2017 – Mar 2020 |
-18.36%
Mar 2015 – Mar 2020 |
-6.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPPGF (WPP plc) |
24.75%
Mar 2020 – Mar 2023 |
9.16%
Nov 2012 – Nov 2017 |
1.35%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart