Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GHGUF (The Go-Ahead Group plc) | NA | 16.39% | -5.35% | -2.67% | NA | NA | NA | … | … |
Data as of 10/10/2022, Common starting date is 05/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHGUF (The Go-Ahead Group plc) | 05/19/2017 | 10/10/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.08 | 16.39 | -5.35 | -2.67 | NA | NA | NA | … | … | 33.57 | -2.47 | -48.72 | 28.78 | 8.83 | -13.51 |
| Sharpe Ratio | NA | 0.58 | -0.13 | -0.09 | NA | NA | NA | … | … | 1.70 | -0.14 | -0.70 | 1.32 | 0.23 | -0.96 |
| Standard Deviation(%) | NA | 26.96 | 45.59 | 38.80 | NA | NA | NA | … | … | 26.34 | 17.82 | 70.12 | 20.79 | 33.04 | 22.64 |
| Draw Down(%) | NA | 12.86 | 50.57 | 50.57 | NA | NA | NA | … | … | 0.00 | 12.86 | 50.44 | 0.00 | 23.85 | 17.29 |
| Yield(%) | 6.61 | 8.25 | 3.54 | 3.83 | 1.78 | 1.18 | 0.89 | … | … | 8.25 | 0.00 | 1.18 | 4.88 | 5.07 | 3.00 |
Data as of 10/10/2022, Common starting date is 05/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHGUF (The Go-Ahead Group plc) |
-15.87%
Apr 2018 – Apr 2021 |
-8.55%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHGUF (The Go-Ahead Group plc) |
10.04%
Nov 2017 – Nov 2020 |
-3.99%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart