Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLFDF (Halfords Group plc) | -7.57% | -14.42% | -4.71% | 1.51% | -6.73% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLFDF (Halfords Group plc) | 02/23/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.42 | -4.71 | 1.51 | -6.73 | NA | NA | … | … | -7.57 | 17.53 | -29.14 | 12.42 | -44.74 | 125.39 | -1.90 | -27.90 | -26.80 | 11.79 | -37.39 | 3.82 | 3.32 | 41.60 | 9.10 |
| Sharpe Ratio | NA | -1.11 | -0.19 | -0.01 | -0.16 | NA | NA | … | … | -2.20 | 0.30 | -0.76 | 0.30 | -0.40 | 1.82 | -1.12 | -0.71 | -1.04 | 0.45 | -0.81 | 1.35 | 0.64 | 1.55 | 0.24 |
| Standard Deviation(%) | NA | 15.38 | 41.55 | 68.22 | 52.37 | NA | NA | … | … | 9.10 | 49.30 | 42.90 | 29.81 | 115.54 | 68.97 | 1.92 | 41.45 | 27.21 | 25.06 | 46.34 | 2.80 | 5.15 | 26.78 | 45.58 |
| Draw Down(%) | NA | 17.61 | 45.13 | 67.27 | 67.27 | NA | NA | … | … | 7.57 | 19.68 | 35.15 | 19.68 | 67.27 | 0.00 | 1.90 | 37.39 | 34.55 | 14.47 | 44.64 | 0.00 | 3.39 | 14.42 | 41.67 |
| Yield(%) | 0.00 | 5.60 | 4.97 | 5.52 | 2.69 | 3.16 | 2.37 | … | … | 0.00 | 7.11 | 4.06 | 5.48 | 2.47 | 5.34 | 0.00 | 7.19 | 4.78 | 7.47 | 2.84 | 3.78 | 3.64 | 3.51 | 1.79 |
Data as of 06/05/2026, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFDF (Halfords Group plc) |
-27.10%
Jan 2022 – Jan 2025 |
-18.40%
Sep 2014 – Sep 2019 |
-10.41%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFDF (Halfords Group plc) |
35.55%
Jul 2012 – Jul 2015 |
10.62%
Jul 2012 – Jul 2017 |
3.68%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart