Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQVTF (Fevertree Drinks Plc) | 2.12% | -2.98% | -10.68% | -19.23% | 2.14% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FQVTF (Fevertree Drinks Plc) | 04/04/2016 | 06/10/2026 |
| 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.44 | -2.98 | -10.68 | -19.23 | 2.14 | NA | NA | … | … | 2.12 | 32.70 | -37.29 | 9.42 | -63.17 | 5.18 | 26.47 | 0.50 | -9.77 | 120.33 | 47.44 |
| Sharpe Ratio | NA | -0.34 | -0.44 | -0.51 | -0.01 | NA | NA | … | … | -0.44 | 0.66 | -1.15 | 0.14 | -0.97 | 0.14 | 0.37 | -0.02 | -0.23 | 2.96 | 1.59 |
| Standard Deviation(%) | NA | 40.18 | 40.06 | 46.35 | 48.68 | NA | NA | … | … | 38.74 | 45.29 | 35.63 | 41.25 | 66.64 | 35.84 | 70.18 | 49.77 | 48.67 | 40.68 | 42.57 |
| Draw Down(%) | NA | 28.51 | 57.52 | 78.16 | 83.76 | NA | NA | … | … | 24.23 | 28.51 | 47.24 | 36.14 | 75.06 | 19.71 | 63.02 | 48.43 | 47.62 | 24.37 | 19.41 |
| Yield(%) | 0.00 | 1.99 | 1.35 | 1.13 | 2.65 | 1.94 | 1.45 | … | … | 1.40 | 2.69 | 1.65 | 1.62 | 3.26 | 0.61 | 0.55 | 0.45 | 0.52 | 0.73 | 0.52 |
Data as of 06/10/2026, Common starting date is 04/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQVTF (Fevertree Drinks Plc) |
-36.77%
Dec 2021 – Dec 2024 |
-20.09%
May 2021 – May 2026 |
1.76%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQVTF (Fevertree Drinks Plc) |
47.87%
May 2016 – May 2019 |
31.39%
Jun 2016 – Jun 2021 |
1.76%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart