Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGGGF (Coats Group plc) | 4.93% | 2.35% | 7.33% | 6.46% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGGGF (Coats Group plc) | 12/21/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.78 | 2.35 | 7.33 | 6.46 | NA | NA | NA | … | … | 4.93 | -10.00 | 34.00 | 71.89 | -31.27 | -7.79 | 0.78 | 0.09 | -15.61 | 0.00 |
| Sharpe Ratio | NA | 0.09 | 0.14 | 0.09 | NA | NA | NA | … | … | 0.38 | -0.31 | 1.04 | 1.56 | -0.69 | -0.12 | 0.00 | -0.10 | -0.81 | NA |
| Standard Deviation(%) | NA | 40.82 | 31.20 | 43.03 | NA | NA | NA | … | … | 30.61 | 42.15 | 29.22 | 44.22 | 47.46 | 66.80 | 116.58 | 14.10 | 20.95 | NA |
| Draw Down(%) | NA | 17.60 | 28.23 | 52.93 | NA | NA | NA | … | … | 17.60 | 19.82 | 10.48 | 7.14 | 48.80 | 28.95 | 45.32 | 10.31 | 18.40 | NA |
| Yield(%) | 0.00 | 2.97 | 2.46 | 2.50 | 1.52 | 1.01 | 0.76 | … | … | 2.11 | 0.84 | 3.17 | 4.62 | 2.35 | 2.13 | 1.05 | 2.06 | 1.71 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGGF (Coats Group plc) |
-13.88%
Nov 2019 – Nov 2022 |
-10.94%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGGF (Coats Group plc) |
32.43%
Jan 2023 – Jan 2026 |
19.24%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart