Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GCHHF (Gooch & Housego PLC) NA 5.98% -7.98% -4.87% -2.47% -1.65% 0.14%
Data as of 09/26/2025, Common starting date is 04/26/2004
More Performance Analytics Comparison
Name Start Date End Date
GCHHF (Gooch & Housego PLC) 04/26/2004 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2008 2005 2004
Annualized Return (%) 0.00 5.98 -7.98 -4.87 -2.47 -1.65 0.14 4.75 4.02 190.11 -56.25 26.09 27.78
Sharpe Ratio NA 0.99 0.49 0.27 0.12 NA NA 1.11 0.04 0.04 -0.26 NA NA
Standard Deviation(%) NA 2.97 94.02 94.02 94.02 NA NA 3.19 10.47 190.91 117.46 0.00 0.00
Draw Down(%) NA 0.00 29.34 29.34 29.34 NA NA 0.00 4.76 28.91 56.25 0.00 0.00
Yield(%) 0.00 4.66 2.03 1.22 0.61 0.41 0.40 4.61 2.85 0.75 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 04/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GCHHF (Gooch & Housego PLC) 0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GCHHF (Gooch & Housego PLC) 0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return