Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HALMY (Halma PLC) | 32.77% | 53.50% | 27.49% | 9.80% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HALMY (Halma PLC) | 11/29/2019 | 06/09/2026 |
| 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 (%) | -4.29 | 53.50 | 27.49 | 9.80 | NA | NA | NA | … | … | 32.77 | 39.73 | 19.22 | 28.95 | -44.90 | 18.00 | 23.43 | 3.13 |
| Sharpe Ratio | NA | 1.70 | 0.73 | 0.17 | NA | NA | NA | … | … | 2.41 | 1.30 | 0.52 | 0.53 | -0.82 | 0.69 | 0.42 | 1.44 |
| Standard Deviation(%) | NA | 29.20 | 30.74 | 40.29 | NA | NA | NA | … | … | 35.03 | 28.51 | 30.28 | 47.77 | 56.88 | 25.94 | 54.40 | 30.28 |
| Draw Down(%) | NA | 15.84 | 31.55 | 49.15 | NA | NA | NA | … | … | 15.84 | 22.65 | 12.17 | 31.55 | 46.58 | 13.96 | 37.82 | 6.52 |
| Yield(%) | 0.00 | 0.77 | 0.92 | 0.59 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 0.96 | 1.00 | 1.16 | 0.81 | 0.00 | 0.77 | 0.30 |
Data as of 06/09/2026, Common starting date is 11/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALMY (Halma PLC) |
-9.59%
Apr 2021 – Apr 2024 |
4.29%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALMY (Halma PLC) |
32.57%
Feb 2023 – Feb 2026 |
11.24%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart