Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRGLY (Hargreaves Lansdown PLC ADR) | NA | 24.40% | -16.56% | -13.11% | NA | NA | NA | … | … |
Data as of 08/01/2023, Common starting date is 08/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRGLY (Hargreaves Lansdown PLC ADR) | 08/26/2016 | 08/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.40 | -16.56 | -13.11 | NA | NA | NA | … | … | 17.54 | -41.87 | -8.11 | -20.60 | 22.56 | -10.77 | 66.07 | -15.24 |
| Sharpe Ratio | NA | 0.38 | -0.35 | -0.31 | NA | NA | NA | … | … | 0.85 | -0.71 | -0.19 | -0.39 | 0.61 | -0.34 | 1.44 | -0.87 |
| Standard Deviation(%) | NA | 54.66 | 48.48 | 46.76 | NA | NA | NA | … | … | 32.74 | 60.85 | 43.13 | 53.64 | 34.60 | 35.74 | 45.65 | 43.59 |
| Draw Down(%) | NA | 28.10 | 64.25 | 70.31 | NA | NA | NA | … | … | 16.42 | 56.23 | 29.91 | 50.13 | 27.68 | 26.22 | 17.15 | 24.74 |
| Yield(%) | 0.00 | 4.64 | 2.68 | 2.13 | 1.99 | 1.33 | 1.00 | … | … | 1.50 | 2.57 | 3.33 | 2.57 | 2.22 | 2.06 | 2.38 | 0.69 |
Data as of 08/01/2023, Common starting date is 08/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRGLY (Hargreaves Lansdown PLC ADR) |
-26.71%
May 2019 – May 2022 |
-15.28%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRGLY (Hargreaves Lansdown PLC ADR) |
22.01%
Dec 2016 – Dec 2019 |
10.19%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart