Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGRVF (Hargreaves Services Plc) | NA | 60.84% | 44.86% | 26.03% | 0.93% | NA | NA | … | … |
Data as of 01/29/2025, Common starting date is 06/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGRVF (Hargreaves Services Plc) | 06/28/2013 | 01/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 60.84 | 44.86 | 26.03 | 0.93 | NA | NA | … | … | -0.88 | 62.27 | 36.67 | 38.28 | 1.40 | 3.17 | -24.15 | -16.99 | 50.98 | -31.73 | -62.96 | -0.44 | 10.47 |
| Sharpe Ratio | NA | 1.52 | 1.35 | 1.02 | -0.01 | NA | NA | … | … | NA | 2.18 | 1.18 | 1.32 | 0.95 | 1.26 | -0.97 | -1.60 | 1.94 | -0.67 | -0.49 | -0.03 | 1.06 |
| Standard Deviation(%) | NA | 37.73 | 31.00 | 23.78 | 47.64 | NA | NA | … | … | 0.00 | 36.01 | 28.18 | 28.14 | 1.45 | 2.32 | 26.28 | 11.53 | 26.01 | 47.78 | 129.30 | 14.91 | 20.47 |
| Draw Down(%) | NA | 0.88 | 0.88 | 0.88 | 75.73 | NA | NA | … | … | 0.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 26.51 | 20.62 | 0.22 | 46.44 | 83.09 | 11.16 | 4.88 |
| Yield(%) | 0.00 | 11.77 | 10.52 | 7.22 | 1.81 | 1.23 | 0.92 | … | … | 0.00 | 11.77 | 4.15 | 5.50 | 1.40 | 3.15 | 1.05 | 0.00 | 2.89 | 0.65 | 3.78 | 3.29 | 1.71 |
Data as of 01/29/2025, Common starting date is 06/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGRVF (Hargreaves Services Plc) |
-41.60%
Nov 2013 – Nov 2016 |
-24.81%
Oct 2014 – Oct 2019 |
-7.71%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGRVF (Hargreaves Services Plc) |
45.28%
Sep 2021 – Sep 2024 |
26.25%
Sep 2019 – Sep 2024 |
-2.35%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart