Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTBCF (Whitbread plc) | -9.81% | -18.91% | -5.88% | -4.85% | -4.69% | NA | NA | … | … |
Data as of 05/20/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTBCF (Whitbread plc) | 08/06/2012 | 05/20/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.91 | -5.88 | -4.85 | -4.69 | NA | NA | … | … | -9.81 | -4.28 | -14.20 | 45.58 | -20.53 | -6.69 | -34.01 | 19.33 | 11.07 | 17.40 | -28.59 | -10.06 | 32.27 | 42.58 | 18.38 |
| Sharpe Ratio | NA | -0.95 | -0.33 | -0.24 | -0.14 | NA | NA | … | … | -1.16 | -0.20 | -0.70 | 1.61 | -0.60 | -0.23 | -0.32 | 0.57 | 0.29 | 0.88 | -0.92 | -0.47 | 0.03 | 1.93 | 2.08 |
| Standard Deviation(%) | NA | 22.82 | 28.09 | 30.69 | 44.26 | NA | NA | … | … | 22.36 | 36.42 | 25.56 | 26.33 | 36.50 | 29.32 | 106.99 | 31.56 | 33.05 | 19.03 | 31.18 | 21.42 | 1,256.10 | 21.99 | 25.39 |
| Draw Down(%) | NA | 32.70 | 34.65 | 44.53 | 68.63 | NA | NA | … | … | 14.71 | 23.36 | 19.33 | 10.73 | 39.98 | 26.16 | 68.63 | 23.34 | 16.94 | 13.16 | 32.69 | 21.06 | 99.99 | 4.18 | 0.60 |
| Yield(%) | 0.00 | 3.26 | 2.93 | 1.93 | 1.54 | 2.62 | 1.97 | … | … | 0.00 | 3.47 | 2.84 | 3.26 | 1.80 | 0.00 | 0.00 | 2.25 | 2.62 | 2.79 | 1.97 | 1.98 | 2.40 | 1.43 | 0.76 |
Data as of 05/20/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBCF (Whitbread plc) |
-21.20%
Dec 2019 – Dec 2022 |
-17.04%
Jul 2015 – Jul 2020 |
-6.34%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBCF (Whitbread plc) |
1,613.61%
Nov 2014 – Nov 2017 |
472.86%
Nov 2014 – Nov 2019 |
136.42%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart