Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) | 53.66% | 51.89% | 43.42% | 18.04% | 13.22% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) | 01/21/2014 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.89 | 43.42 | 18.04 | 13.22 | NA | NA | … | … | 53.66 | 17.44 | 38.65 | 10.83 | -9.87 | -7.86 | 48.86 | 43.28 | -22.98 | -14.21 | 2.44 | 13.43 | 5.79 |
| Sharpe Ratio | NA | 1.07 | 0.73 | 0.29 | 0.24 | NA | NA | … | … | 3.41 | 0.23 | 0.62 | 0.18 | -0.21 | -0.20 | 0.96 | 1.16 | -0.65 | -0.23 | 0.20 | 0.51 | 0.23 |
| Standard Deviation(%) | NA | 45.99 | 55.73 | 52.90 | 48.86 | NA | NA | … | … | 49.78 | 62.89 | 56.81 | 40.32 | 53.71 | 39.73 | 50.54 | 36.05 | 37.37 | 65.91 | 11.06 | 26.40 | 26.86 |
| Draw Down(%) | NA | 11.68 | 19.99 | 36.44 | 46.75 | NA | NA | … | … | 10.75 | 18.95 | 14.34 | 22.11 | 31.76 | 20.32 | 26.98 | 23.18 | 41.61 | 43.63 | 13.33 | 11.40 | 15.84 |
| Yield(%) | 0.00 | 5.50 | 7.66 | 4.99 | 5.23 | 4.30 | 3.23 | … | … | 2.61 | 4.85 | 6.17 | 5.77 | 4.73 | 4.74 | 6.28 | 8.15 | 6.19 | 3.72 | 3.75 | 4.10 | 4.42 |
Data as of 06/08/2026, Common starting date is 01/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) |
-13.70%
May 2016 – May 2019 |
-5.81%
May 2014 – May 2019 |
3.55%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGGHY (IG Group Holdings PLC ADR) |
45.51%
May 2023 – May 2026 |
19.96%
Aug 2019 – Aug 2024 |
13.22%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart