Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNLMY (Dunelm Group PLC ADR) | -33.52% | -37.66% | -5.39% | -1.73% | 2.01% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNLMY (Dunelm Group PLC ADR) | 04/09/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.66 | -5.39 | -1.73 | 2.01 | NA | NA | … | … | -33.52 | 22.93 | -2.22 | 33.58 | -32.10 | 27.92 | 47.81 | 39.26 | -12.63 | 2.52 | -29.63 | 8.50 | -16.32 |
| Sharpe Ratio | NA | -0.99 | -0.18 | -0.08 | 0.01 | NA | NA | … | … | -1.12 | 0.51 | -0.11 | 0.59 | -0.46 | 0.33 | 1.15 | 1.61 | -0.58 | 0.06 | -0.67 | 0.23 | -0.06 |
| Standard Deviation(%) | NA | 40.72 | 47.56 | 55.65 | 49.53 | NA | NA | … | … | 57.17 | 39.11 | 51.73 | 51.29 | 71.34 | 87.60 | 41.09 | 23.51 | 24.31 | 33.52 | 44.81 | 36.94 | 384.03 |
| Draw Down(%) | NA | 39.00 | 39.00 | 59.81 | 59.81 | NA | NA | … | … | 38.59 | 15.77 | 18.32 | 20.27 | 57.71 | 25.88 | 5.98 | 9.69 | 28.91 | 26.40 | 36.42 | 18.65 | 90.67 |
| Yield(%) | 0.00 | 5.81 | 6.14 | 7.11 | 5.34 | 3.54 | 2.66 | … | … | 3.81 | 7.80 | 4.11 | 8.81 | 5.16 | 9.15 | 0.98 | 9.40 | 3.62 | 3.37 | 5.64 | 9.60 | 1.35 |
Data as of 06/05/2026, Common starting date is 04/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNLMY (Dunelm Group PLC ADR) |
-18.58%
Aug 2015 – Aug 2018 |
-1.73%
May 2021 – May 2026 |
1.85%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNLMY (Dunelm Group PLC ADR) |
46.26%
Sep 2018 – Sep 2021 |
24.04%
Aug 2018 – Aug 2023 |
8.12%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart