Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWVYF (Derwent London PLC) | NA | -21.18% | -3.65% | -6.57% | -6.00% | 2.31% | NA | … | … |
Data as of 09/04/2025, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWVYF (Derwent London PLC) | 06/25/2008 | 09/04/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.18 | -3.65 | -6.57 | -6.00 | 2.31 | NA | … | … | -12.18 | 2.52 | 28.30 | -49.32 | 10.27 | -0.74 | 7.08 | 0.73 | 28.39 | -39.55 | 19.32 | 33.20 | 23.43 | 16.33 | 7.57 | 14.91 | 84.23 | -48.85 |
| Sharpe Ratio | NA | -1.57 | -0.20 | -0.26 | -0.24 | NA | NA | … | … | -1.38 | -0.16 | 0.47 | -1.51 | 0.56 | -0.03 | 0.38 | -0.06 | 1.44 | -0.79 | 1.36 | 1.83 | 1.34 | 1.61 | 0.35 | 0.70 | 1.14 | -0.86 |
| Standard Deviation(%) | NA | 15.49 | 36.02 | 33.11 | 30.72 | NA | NA | … | … | 15.00 | 25.99 | 51.34 | 33.70 | 18.15 | 35.71 | 15.01 | 10.39 | 19.37 | 50.14 | 14.21 | 18.13 | 17.46 | 10.17 | 21.63 | 21.28 | 73.96 | 84.94 |
| Draw Down(%) | NA | 24.42 | 27.43 | 58.17 | 58.17 | NA | NA | … | … | 14.87 | 11.22 | 27.43 | 54.35 | 13.54 | 19.00 | 8.47 | 6.86 | 7.82 | 41.82 | 3.10 | 4.58 | 4.05 | 0.00 | 15.35 | 11.19 | 47.24 | 59.82 |
| Yield(%) | 0.00 | 3.40 | 3.48 | 2.66 | 1.58 | 3.17 | 2.41 | … | … | 2.89 | 3.72 | 4.50 | 2.24 | 2.54 | 0.67 | 2.17 | 3.84 | 3.49 | 0.00 | 0.95 | 1.81 | 0.49 | 1.71 | 0.60 | 0.00 | 0.00 | 0.00 |
Data as of 09/04/2025, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWVYF (Derwent London PLC) |
-17.83%
Oct 2019 – Oct 2022 |
-9.76%
Dec 2017 – Dec 2022 |
-6.00%
Jun 2015 – Jun 2025 |
2.31%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWVYF (Derwent London PLC) |
49.06%
Feb 2009 – Feb 2012 |
41.24%
Feb 2009 – Feb 2014 |
17.33%
Feb 2009 – Feb 2019 |
9.61%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart