Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLAXF (GSK plc) | 0.99% | 22.06% | 17.33% | 14.30% | 8.73% | 7.53% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLAXF (GSK plc) | 01/06/2010 | 06/08/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.69 | 22.06 | 17.33 | 14.30 | 8.73 | 7.53 | NA | … | … | 0.99 | 41.43 | -5.26 | 9.76 | -33.19 | 30.20 | -20.80 | 31.64 | 12.23 | -4.17 | -0.62 | 4.58 | -14.85 | 27.24 | -1.36 | 19.60 | -1.79 |
| Sharpe Ratio | NA | 0.47 | 0.30 | 0.25 | 0.18 | NA | NA | … | … | 0.00 | 0.78 | -0.20 | 0.19 | -0.58 | 0.80 | -0.43 | 1.22 | 0.34 | -0.18 | -0.03 | 0.15 | -0.59 | 1.48 | -0.08 | 0.78 | -0.07 |
| Standard Deviation(%) | NA | 47.53 | 45.39 | 47.38 | 41.25 | NA | NA | … | … | 49.72 | 50.55 | 43.52 | 33.01 | 60.10 | 37.49 | 49.10 | 24.78 | 32.29 | 27.05 | 31.64 | 29.85 | 25.23 | 18.37 | 16.86 | 25.19 | 28.74 |
| Draw Down(%) | NA | 23.39 | 30.11 | 35.47 | 36.26 | NA | NA | … | … | 23.39 | 23.67 | 27.44 | 13.77 | 52.18 | 14.70 | 36.26 | 8.04 | 13.61 | 21.85 | 18.99 | 22.80 | 23.59 | 9.21 | 11.29 | 12.39 | 22.57 |
| Yield(%) | 0.00 | 4.10 | 4.29 | 4.04 | 4.25 | 4.67 | 3.82 | … | … | 0.98 | 5.00 | 4.20 | 3.89 | 3.84 | 5.95 | 4.44 | 4.77 | 5.56 | 5.45 | 7.02 | 6.45 | 5.63 | 3.87 | 3.29 | 3.93 | 3.11 |
Data as of 06/08/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLAXF (GSK plc) |
-5.11%
Nov 2013 – Nov 2016 |
-1.01%
May 2014 – May 2019 |
3.09%
May 2013 – May 2023 |
6.28%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLAXF (GSK plc) |
23.66%
Feb 2023 – Feb 2026 |
22.30%
Feb 2021 – Feb 2026 |
11.66%
Feb 2016 – Feb 2026 |
9.44%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart