Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOCIF (Focusrite plc) | -3.36% | 4.69% | -31.44% | -24.54% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOCIF (Focusrite plc) | 07/17/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.69 | -31.44 | -24.54 | NA | NA | NA | … | … | -3.36 | -25.37 | -34.07 | -27.00 | -63.51 | 93.97 | 63.25 | 4.80 |
| Sharpe Ratio | NA | 0.04 | -0.74 | -0.50 | NA | NA | NA | … | … | -0.13 | -0.75 | -1.09 | -0.79 | -1.64 | 1.22 | 2.39 | 1.37 |
| Standard Deviation(%) | NA | 52.12 | 46.78 | 53.68 | NA | NA | NA | … | … | 79.30 | 38.25 | 34.58 | 39.26 | 39.81 | 77.18 | 26.27 | 6.91 |
| Draw Down(%) | NA | 26.14 | 71.88 | 90.06 | NA | NA | NA | … | … | 26.14 | 31.88 | 41.01 | 38.81 | 63.51 | 10.18 | 2.19 | 0.00 |
| Yield(%) | 0.00 | 1.11 | 1.01 | 0.73 | 0.78 | 0.52 | 0.39 | … | … | 0.00 | 1.52 | 2.51 | 1.79 | 0.11 | 0.96 | 0.68 | 0.00 |
Data as of 06/11/2026, Common starting date is 07/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCIF (Focusrite plc) |
-46.44%
Sep 2021 – Sep 2024 |
-26.57%
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 |
|---|---|---|---|---|
| FOCIF (Focusrite plc) |
18.53%
Aug 2019 – Aug 2022 |
-6.61%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart