Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBY (Cadbury PLCg) | NA | 18.91% | 7.83% | NA | -0.54% | 2.98% | 6.78% | … | … |
Data as of 03/24/2015, Common starting date is 10/25/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBY (Cadbury PLCg) | 10/25/1984 | 03/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.28 | 18.91 | 7.83 | NA | -0.54 | 2.98 | 6.78 | … | … | 2.95 | 0.00 | 48.33 | -27.08 | 17.64 | 14.72 | 3.90 | 29.68 | 20.88 | 2.28 | -9.06 | 25.83 | -27.26 | 72.44 | 28.24 | 5.96 | 30.54 | -7.69 | 12.28 | -12.52 | 31.11 | 14.67 | -4.88 | 79.52 | 54.03 | 26.44 | 22.58 | 7.08 |
| Sharpe Ratio | NA | 0.86 | NA | NA | NA | NA | NA | … | … | 0.53 | NA | 1.16 | -0.67 | 0.56 | 0.73 | 0.10 | 1.56 | 0.87 | 0.05 | -0.40 | 0.55 | -0.95 | 2.14 | -1.18 | 0.13 | 1.36 | -0.50 | 0.45 | -0.62 | 1.03 | 0.33 | -0.37 | 1.92 | 1.23 | 0.74 | 0.59 | 1.52 |
| Standard Deviation(%) | NA | 22.04 | 21.86 | NA | NA | NA | NA | … | … | 26.31 | 20.55 | 41.74 | 41.95 | 26.34 | 15.72 | 16.70 | 18.43 | 23.14 | 24.44 | 29.05 | 39.91 | 32.09 | 32.31 | 22.86 | 19.30 | 19.64 | 21.46 | 22.67 | 24.01 | 26.47 | 28.70 | 28.33 | 38.70 | 40.40 | 29.81 | 29.22 | 27.03 |
| Draw Down(%) | NA | 11.55 | 11.55 | 100.00 | 100.00 | NA | NA | … | … | 8.14 | 11.55 | 24.53 | 46.57 | 25.34 | 10.44 | 13.33 | 13.24 | 22.84 | 22.45 | 17.27 | 20.91 | 31.19 | 23.21 | 11.83 | 16.52 | 7.78 | 20.79 | 14.93 | 28.08 | 21.79 | 15.96 | 29.08 | 26.53 | 28.15 | 16.92 | 14.94 | 8.91 |
| Yield(%) | 0.00 | 4.15 | 1.46 | NA | 1.43 | 2.19 | 2.41 | … | … | 0.94 | 3.26 | 2.81 | 0.85 | 2.74 | 2.41 | 2.52 | 3.00 | 3.15 | 2.81 | 2.36 | 2.76 | 1.05 | 1.59 | 2.14 | 1.11 | 2.23 | 0.94 | 0.96 | 0.97 | 0.00 | 0.98 | 0.75 | 3.99 | 0.00 | 1.41 | 0.00 | 0.00 |
Data as of 03/24/2015, Common starting date is 10/25/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBY (Cadbury PLCg) |
-100.00%
Apr 2007 – Apr 2010 |
-100.00%
Apr 2005 – Apr 2010 |
-100.00%
Apr 2000 – Apr 2010 |
-100.00%
Apr 1995 – Apr 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBY (Cadbury PLCg) |
65.73%
Sep 1985 – Sep 1988 |
35.48%
Jan 1985 – Jan 1990 |
21.05%
Sep 1985 – Sep 1995 |
19.73%
Mar 1985 – Mar 2000 |
Annualized Rolling Returns Comparison Chart