Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMPGF (Compass Group PLC) | 4.79% | -6.65% | 7.63% | 9.12% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMPGF (Compass Group PLC) | 01/11/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.23 | -6.65 | 7.63 | 9.12 | NA | NA | NA | … | … | 4.79 | -2.81 | 23.73 | 19.10 | 6.71 | 13.19 |
| Sharpe Ratio | NA | -0.29 | 0.17 | 0.21 | NA | NA | NA | … | … | 0.21 | -0.19 | 0.96 | 0.65 | 0.13 | 0.39 |
| Standard Deviation(%) | NA | 33.76 | 28.75 | 31.63 | NA | NA | NA | … | … | 43.53 | 29.67 | 21.02 | 23.84 | 39.69 | 35.00 |
| Draw Down(%) | NA | 24.65 | 25.91 | 25.91 | NA | NA | NA | … | … | 15.61 | 17.70 | 8.03 | 17.69 | 21.19 | 15.84 |
| Yield(%) | 0.00 | 1.85 | 2.18 | 2.07 | 1.21 | 0.81 | 0.61 | … | … | 1.38 | 1.87 | 2.10 | 1.92 | 1.40 | 0.00 |
Data as of 06/08/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPGF (Compass Group PLC) |
5.47%
Apr 2023 – Apr 2026 |
7.77%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPGF (Compass Group PLC) |
23.26%
Sep 2022 – Sep 2025 |
9.71%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart