Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDDMF (FDM Group (Holdings) plc) | -7.16% | -47.14% | -48.04% | -32.78% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDDMF (FDM Group (Holdings) plc) | 06/27/2018 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.87 | -47.14 | -48.04 | -32.78 | NA | NA | NA | … | … | -7.16 | -61.91 | -61.05 | 3.99 | -5.57 | 4.33 | 8.21 | 2.36 | 1.06 |
| Sharpe Ratio | NA | -0.76 | -0.70 | -0.62 | NA | NA | NA | … | … | -0.39 | -0.80 | -0.70 | 0.12 | -0.71 | 1.76 | 1.57 | 0.54 | 0.37 |
| Standard Deviation(%) | NA | 64.49 | 73.06 | 56.76 | NA | NA | NA | … | … | 46.79 | 81.43 | 91.97 | 2.78 | 9.94 | 2.44 | 5.07 | 1.65 | 1.48 |
| Draw Down(%) | NA | 49.47 | 87.09 | 87.09 | NA | NA | NA | … | … | 26.80 | 63.36 | 61.80 | 0.00 | 9.09 | 0.00 | 0.23 | 0.00 | 0.00 |
| Yield(%) | 3.73 | 4.52 | 2.40 | 2.66 | 2.39 | 1.59 | 1.19 | … | … | 3.33 | 5.35 | 2.98 | 3.84 | 3.42 | 4.21 | 3.77 | 2.35 | 1.06 |
Data as of 06/09/2026, Common starting date is 06/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDDMF (FDM Group (Holdings) plc) |
-48.46%
Apr 2023 – Apr 2026 |
-33.28%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDDMF (FDM Group (Holdings) plc) |
4.94%
Aug 2018 – Aug 2021 |
2.73%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart