Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBDHY (FBD Holdings plc) | NA | 16.25% | 53.03% | 33.17% | 19.36% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBDHY (FBD Holdings plc) | 06/10/2013 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.25 | 53.03 | 33.17 | 19.36 | NA | NA | … | … | 16.25 | 124.43 | 37.37 | 16.88 | 0.00 | 17.73 | 8.29 | 3.86 | 0.00 | 6.10 | -60.80 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.23 | 1.22 | 0.96 | 0.44 | NA | NA | … | … | 1.57 | 1.84 | 1.51 | 0.99 | 0.00 | 1.07 | 0.86 | 0.66 | 0.00 | 0.06 | -0.65 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 10.78 | 40.58 | 32.19 | 41.00 | NA | NA | … | … | 12.55 | 65.62 | 22.50 | 15.63 | NA | 16.29 | 7.96 | 3.79 | NA | 106.33 | 93.36 | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 51.33 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 51.33 | 60.80 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 14.49 | 28.89 | 20.22 | 13.49 | 3.54 | 2.65 | … | … | 14.49 | 29.63 | 29.36 | 14.44 | 0.00 | 15.06 | 7.65 | 3.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBDHY (FBD Holdings plc) |
-25.36%
Jul 2013 – Jul 2016 |
-15.46%
Jul 2013 – Jul 2018 |
-2.75%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBDHY (FBD Holdings plc) |
53.31%
Sep 2021 – Sep 2024 |
33.51%
Sep 2019 – Sep 2024 |
8.02%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart