Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IKTSY (Intertek Group Plc) | 22.16% | 18.97% | 14.50% | 2.67% | 7.60% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IKTSY (Intertek Group Plc) | 08/06/2012 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.08 | 18.97 | 14.50 | 2.67 | 7.60 | NA | NA | … | … | 22.16 | 8.64 | 12.33 | 14.49 | -34.73 | 0.66 | 3.08 | 30.34 | -13.49 | 68.40 | 2.25 | 16.14 | -28.90 | 5.32 | 19.02 |
| Sharpe Ratio | NA | 0.40 | 0.39 | -0.01 | 0.19 | NA | NA | … | … | 1.01 | 0.23 | 0.39 | 0.53 | -1.19 | 0.03 | 0.06 | 1.34 | -0.57 | 3.44 | 0.08 | 0.48 | -1.09 | 0.24 | 2.61 |
| Standard Deviation(%) | NA | 35.59 | 28.41 | 27.88 | 28.52 | NA | NA | … | … | 49.31 | 25.61 | 22.39 | 20.66 | 30.50 | 23.99 | 45.50 | 21.60 | 26.27 | 19.78 | 24.89 | 33.50 | 26.58 | 22.04 | 21.11 |
| Draw Down(%) | NA | 29.49 | 29.69 | 47.31 | 51.37 | NA | NA | … | … | 24.73 | 24.29 | 20.55 | 18.43 | 47.31 | 23.69 | 40.30 | 10.21 | 29.33 | 5.47 | 19.41 | 17.28 | 35.60 | 15.68 | 6.11 |
| Yield(%) | 0.00 | 3.44 | 3.49 | 2.24 | 3.16 | 2.67 | 2.00 | … | … | 2.37 | 3.62 | 3.08 | 2.80 | 1.80 | 1.84 | 1.73 | 2.19 | 1.54 | 1.96 | 1.85 | 2.11 | 1.48 | 1.28 | 0.49 |
Data as of 06/10/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKTSY (Intertek Group Plc) |
-13.51%
Oct 2019 – Oct 2022 |
-8.28%
Oct 2017 – Oct 2022 |
0.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IKTSY (Intertek Group Plc) |
29.91%
Jan 2015 – Jan 2018 |
19.72%
Sep 2015 – Sep 2020 |
8.38%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart