Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BZLFY (Bunzl plc) | 21.22% | 9.86% | -2.50% | 3.37% | 4.16% | 9.37% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BZLFY (Bunzl plc) | 06/07/2007 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.35 | 9.86 | -2.50 | 3.37 | 4.16 | 9.37 | NA | … | … | 21.22 | -30.22 | 3.80 | 25.04 | -11.94 | 19.68 | 29.83 | -7.29 | 10.66 | 11.81 | -5.82 | 4.96 | 14.91 | 49.07 | 23.09 | 24.23 | 6.96 | 31.79 | -38.27 | 4.11 |
| Sharpe Ratio | NA | 0.32 | -0.21 | 0.03 | 0.10 | NA | NA | … | … | 2.30 | -0.87 | 0.01 | 1.22 | -0.48 | 0.97 | 0.73 | -0.37 | 0.44 | 0.63 | -0.25 | 0.23 | 0.81 | 2.87 | 1.00 | 0.80 | 0.25 | 0.85 | -0.78 | 0.16 |
| Standard Deviation(%) | NA | 22.30 | 27.13 | 25.79 | 26.14 | NA | NA | … | … | 23.56 | 37.98 | 19.00 | 17.70 | 27.87 | 20.21 | 40.15 | 23.80 | 21.04 | 17.76 | 23.69 | 21.28 | 18.47 | 17.11 | 23.31 | 30.22 | 27.32 | 37.18 | 50.21 | 28.62 |
| Draw Down(%) | NA | 22.85 | 43.28 | 43.28 | 54.23 | NA | NA | … | … | 7.21 | 34.90 | 15.57 | 14.00 | 27.07 | 13.56 | 46.07 | 26.31 | 11.64 | 14.61 | 22.77 | 12.66 | 15.09 | 7.01 | 11.92 | 17.76 | 14.87 | 21.93 | 43.10 | 12.03 |
| Yield(%) | 0.00 | 3.22 | 1.70 | 2.51 | 2.91 | 5.71 | 4.49 | … | … | 2.62 | 2.37 | 2.25 | 2.31 | 3.32 | 2.20 | 7.47 | 2.16 | 2.28 | 2.10 | 1.98 | 2.06 | 2.30 | 2.75 | 3.11 | 3.37 | 3.03 | 3.47 | 2.48 | 0.87 |
Data as of 06/05/2026, Common starting date is 06/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZLFY (Bunzl plc) |
-9.66%
Mar 2017 – Mar 2020 |
-3.79%
Mar 2015 – Mar 2020 |
2.81%
Nov 2015 – Nov 2025 |
8.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZLFY (Bunzl plc) |
34.61%
Apr 2011 – Apr 2014 |
32.23%
Apr 2009 – Apr 2014 |
18.07%
Mar 2009 – Mar 2019 |
14.37%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart