Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBDHF (FBD Holdings plc) | NA | 67.57% | 9.32% | 5.49% | 8.49% | 4.00% | NA | … | … |
Data as of 05/01/2025, Common starting date is 02/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBDHF (FBD Holdings plc) | 02/21/2008 | 05/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2018 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 67.57 | 9.32 | 5.49 | 8.49 | 4.00 | NA | … | … | 0.00 | 30.66 | 28.25 | 154.55 | 64.18 | -79.72 |
| Sharpe Ratio | NA | 0.63 | 0.13 | 0.07 | 0.00 | NA | NA | … | … | 0.00 | 0.09 | NA | 0.10 | 0.65 | -0.04 |
| Standard Deviation(%) | NA | 102.45 | 130.17 | 130.17 | 172.73 | NA | NA | … | … | NA | 150.80 | 0.00 | 745.07 | 102.77 | 977.30 |
| Draw Down(%) | NA | 39.95 | 47.89 | 47.89 | 61.71 | NA | NA | … | … | 0.00 | 47.89 | 0.00 | 0.65 | 16.56 | 79.97 |
| Yield(%) | 0.00 | 31.49 | 8.18 | 4.91 | 4.25 | 2.33 | 0.41 | … | … | 0.00 | 31.49 | 0.00 | 0.00 | 1.75 | 0.00 |
Data as of 05/01/2025, Common starting date is 02/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBDHF (FBD Holdings plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBDHF (FBD Holdings plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart