Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLN (Haleon plc) | -9.00% | -15.00% | 5.62% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/18/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLN (Haleon plc) | 07/18/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.13 | -15.00 | 5.62 | NA | NA | NA | NA | … | … | -9.00 | 7.84 | 17.99 | 4.21 | 6.67 |
| Sharpe Ratio | NA | -0.90 | 0.09 | NA | NA | NA | NA | … | … | -0.90 | 0.22 | 0.80 | 0.02 | 0.34 |
| Standard Deviation(%) | NA | 21.24 | 21.14 | NA | NA | NA | NA | … | … | 23.70 | 22.88 | 17.99 | 22.64 | 37.16 |
| Draw Down(%) | NA | 21.78 | 23.11 | NA | NA | NA | NA | … | … | 21.78 | 23.11 | 13.66 | 13.10 | 24.93 |
| Yield(%) | 0.00 | 1.74 | 2.09 | 1.51 | 0.76 | 0.50 | 0.38 | … | … | 1.31 | 1.86 | 1.91 | 1.31 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/18/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLN (Haleon plc) |
3.20%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLN (Haleon plc) |
19.80%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart