Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPYYY (Centrica PLC ADR) | 14.53% | 16.41% | 24.23% | 31.80% | 3.50% | 0.03% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPYYY (Centrica PLC ADR) | 10/04/2007 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 16.41 | 24.23 | 31.80 | 3.50 | 0.03 | NA | … | … | 14.53 | 40.02 | -4.89 | 63.60 | 20.05 | 55.87 | -44.60 | -21.50 | 0.00 | -31.54 | -4.15 | -22.62 | -21.60 | 9.86 | 29.54 | -9.65 | 18.46 | 25.23 | -35.80 | -8.74 |
| Sharpe Ratio | NA | 0.60 | 0.65 | 0.85 | 0.05 | NA | NA | … | … | 1.08 | 1.18 | -0.24 | 1.87 | 0.46 | 2.08 | -0.68 | -0.56 | -0.05 | -1.27 | -0.13 | -0.77 | -1.21 | 0.54 | 1.42 | -0.34 | 0.69 | 0.66 | -0.56 | -1.01 |
| Standard Deviation(%) | NA | 29.50 | 32.99 | 34.04 | 37.85 | NA | NA | … | … | 34.75 | 31.55 | 35.05 | 32.46 | 40.88 | 26.88 | 65.49 | 40.76 | 29.10 | 25.34 | 33.92 | 29.57 | 17.85 | 18.22 | 20.98 | 28.31 | 26.65 | 38.37 | 65.19 | 34.05 |
| Draw Down(%) | NA | 15.86 | 27.68 | 32.05 | 84.53 | NA | NA | … | … | 15.86 | 11.51 | 24.88 | 16.27 | 32.05 | 21.94 | 68.70 | 52.71 | 23.58 | 34.01 | 26.37 | 31.30 | 27.47 | 17.94 | 9.49 | 19.54 | 18.97 | 25.07 | 53.94 | 15.38 |
| Yield(%) | 0.00 | 3.26 | 4.17 | 6.03 | 2.58 | 2.45 | 0.90 | … | … | 2.09 | 3.68 | 2.93 | 3.84 | 1.13 | 0.00 | 3.46 | 7.47 | 8.45 | 5.16 | 5.31 | 4.24 | 5.03 | 4.58 | 5.43 | 4.56 | 4.32 | 4.72 | 6.43 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPYYY (Centrica PLC ADR) |
-39.70%
Mar 2017 – Mar 2020 |
-30.68%
May 2015 – May 2020 |
-16.62%
Oct 2010 – Oct 2020 |
-6.27%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPYYY (Centrica PLC ADR) |
64.11%
Oct 2020 – Oct 2023 |
41.43%
Oct 2020 – Oct 2025 |
4.52%
Feb 2016 – Feb 2026 |
1.91%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart