Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDNHF (Brewin Dolphin Holdings PLC) | NA | 0.00% | -15.75% | -3.09% | NA | NA | NA | … | … |
Data as of 09/20/2021, Common starting date is 10/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDNHF (Brewin Dolphin Holdings PLC) | 10/13/2014 | 09/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -15.75 | -3.09 | NA | NA | NA | … | … | 0.00 | -18.59 | -10.82 | -20.57 | 48.19 | -12.06 | -3.27 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.41 | -0.12 | NA | NA | NA | … | … | 0.00 | -0.29 | -0.99 | -1.00 | 2.32 | -0.42 | -0.99 | 0.00 |
| Standard Deviation(%) | NA | 8.62 | 39.87 | 32.65 | NA | NA | NA | … | … | NA | 65.08 | 12.32 | 21.90 | 20.63 | 29.13 | 3.32 | NA |
| Draw Down(%) | NA | 0.00 | 47.02 | 50.97 | NA | NA | NA | … | … | 0.00 | 42.11 | 12.75 | 26.60 | 0.00 | 22.86 | 3.27 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/20/2021, Common starting date is 10/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDNHF (Brewin Dolphin Holdings PLC) |
-16.99%
Jan 2018 – Jan 2021 |
-8.42%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDNHF (Brewin Dolphin Holdings PLC) |
9.36%
Jan 2017 – Jan 2020 |
2.16%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart