Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASBFF (Associated British Foods plc) | -12.54% | -10.69% | 6.56% | -1.38% | -3.01% | 4.44% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASBFF (Associated British Foods plc) | 10/18/2010 | 06/09/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.41 | -10.69 | 6.56 | -1.38 | -3.01 | 4.44 | NA | … | … | -12.54 | -2.34 | 0.80 | 56.89 | -29.31 | -6.01 | -10.25 | 27.03 | -26.84 | 17.09 | -34.29 | 1.88 | 37.33 | 47.37 | 55.97 | -0.12 | 5.17 |
| Sharpe Ratio | NA | -0.32 | 0.14 | -0.08 | -0.12 | NA | NA | … | … | -0.76 | -0.15 | -0.43 | 1.47 | -0.57 | -0.13 | -0.19 | 0.96 | -1.14 | 0.72 | -0.81 | 0.08 | 1.40 | 1.89 | 2.82 | -0.01 | 3.30 |
| Standard Deviation(%) | NA | 34.38 | 30.39 | 40.63 | 38.27 | NA | NA | … | … | 33.17 | 35.39 | 13.41 | 36.19 | 54.51 | 47.47 | 53.85 | 26.70 | 24.79 | 22.97 | 42.33 | 22.83 | 26.61 | 25.06 | 19.99 | 15.59 | 8.37 |
| Draw Down(%) | NA | 23.89 | 26.39 | 56.15 | 64.19 | NA | NA | … | … | 20.23 | 15.98 | 15.17 | 12.53 | 51.50 | 31.47 | 46.16 | 18.34 | 32.28 | 12.99 | 40.84 | 18.40 | 20.71 | 5.86 | 2.59 | 10.61 | 0.00 |
| Yield(%) | 0.00 | 2.86 | 4.12 | 2.53 | 1.42 | 3.26 | 2.74 | … | … | 0.96 | 3.24 | 3.98 | 3.88 | 1.86 | 1.79 | 0.00 | 2.39 | 1.30 | 1.67 | 0.95 | 1.18 | 1.62 | 2.16 | 2.69 | 2.28 | 1.57 |
Data as of 06/09/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBFF (Associated British Foods plc) |
-21.87%
Nov 2019 – Nov 2022 |
-18.35%
Oct 2017 – Oct 2022 |
-4.93%
Jan 2015 – Jan 2025 |
4.55%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBFF (Associated British Foods plc) |
48.49%
May 2011 – May 2014 |
27.09%
Nov 2010 – Nov 2015 |
8.95%
Feb 2011 – Feb 2021 |
5.67%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart