Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YUGVF (YouGov plc) | NA | -19.87% | -25.59% | -13.10% | 11.31% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YUGVF (YouGov plc) | 05/07/2013 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.87 | -25.59 | -13.10 | 11.31 | NA | NA | … | … | -19.13 | -55.38 | 20.26 | -37.25 | 55.55 | 203.23 | 1.06 | 0.80 | 103.74 | 9.49 | -6.12 | 42.58 | 20.95 |
| Sharpe Ratio | NA | -0.50 | -0.51 | -0.29 | 0.20 | NA | NA | … | … | -0.63 | -0.71 | 0.88 | -0.66 | 2.31 | 2.80 | -0.32 | -0.65 | 1.47 | 0.70 | -0.65 | 1.43 | 0.75 |
| Standard Deviation(%) | NA | 45.46 | 56.40 | 52.39 | 48.85 | NA | NA | … | … | 44.78 | 87.73 | 18.34 | 58.39 | 24.03 | 72.09 | 1.06 | 0.80 | 70.52 | 13.28 | 9.40 | 29.81 | 44.75 |
| Draw Down(%) | NA | 45.64 | 74.73 | 82.76 | 82.76 | NA | NA | … | … | 39.65 | 64.04 | 4.83 | 47.11 | 2.17 | 0.00 | 0.00 | 0.00 | 0.00 | 4.15 | 8.60 | 0.00 | 13.61 |
| Yield(%) | 0.00 | 1.53 | 0.71 | 0.73 | 2.69 | 2.90 | 2.18 | … | … | 0.00 | 0.69 | 0.80 | 0.40 | 0.53 | 1.33 | 1.06 | 0.80 | 1.61 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUGVF (YouGov plc) |
-43.32%
Apr 2022 – Apr 2025 |
-15.01%
Jul 2020 – Jul 2025 |
7.25%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YUGVF (YouGov plc) |
75.24%
Jan 2019 – Jan 2022 |
61.69%
Jan 2017 – Jan 2022 |
26.90%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart