Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLUEY (De La Rue PLC ADR) | NA | 32.63% | 19.50% | -0.58% | -12.95% | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 01/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLUEY (De La Rue PLC ADR) | 01/29/2015 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.63 | 19.50 | -0.58 | -12.95 | NA | NA | … | … | 21.36 | 45.58 | -0.35 | -58.42 | 4.55 | 9.95 | -60.13 | -39.91 | 22.17 | 19.69 | -10.04 |
| Sharpe Ratio | NA | 0.65 | 0.32 | -0.05 | -0.20 | NA | NA | … | … | 0.89 | 0.84 | -0.08 | -1.05 | 0.10 | 0.06 | -0.77 | -0.90 | 0.41 | 0.33 | -0.26 |
| Standard Deviation(%) | NA | 45.42 | 50.75 | 51.69 | 72.85 | NA | NA | … | … | 41.48 | 47.02 | 57.33 | 57.15 | 44.83 | 160.12 | 79.56 | 45.56 | 53.18 | 59.81 | 41.76 |
| Draw Down(%) | NA | 17.70 | 60.83 | 84.44 | 94.47 | NA | NA | … | … | 11.60 | 19.24 | 50.35 | 59.44 | 37.53 | 76.21 | 72.13 | 43.50 | 17.32 | 25.27 | 26.74 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.64 | 1.35 | 1.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.01 | 3.59 | 4.28 | 5.08 | 4.87 |
Data as of 07/31/2025, Common starting date is 01/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLUEY (De La Rue PLC ADR) |
-60.52%
May 2017 – May 2020 |
-41.11%
Jun 2018 – Jun 2023 |
-14.78%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLUEY (De La Rue PLC ADR) |
12.84%
Jun 2022 – Jun 2025 |
28.27%
May 2020 – May 2025 |
-12.51%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart