Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) | 6.98% | 27.59% | 4.14% | -13.20% | -0.03% | NA | NA | … | … |
Data as of 05/07/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) | 06/19/2012 | 05/07/2026 |
| 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 | 27.59 | 4.14 | -13.20 | -0.03 | NA | NA | … | … | 6.98 | -5.55 | 21.72 | 44.10 | -58.95 | 19.28 | -42.74 | 37.89 | -16.43 | 59.81 | -3.03 | -10.47 | 0.92 | 50.11 | 31.54 |
| Sharpe Ratio | NA | 0.68 | 0.03 | -0.28 | -0.03 | NA | NA | … | … | 2.33 | -0.20 | 0.73 | 0.92 | -0.94 | 0.20 | -0.36 | 1.76 | -0.80 | 2.27 | -0.09 | -0.64 | 0.05 | 1.63 | 2.14 |
| Standard Deviation(%) | NA | 36.71 | 30.91 | 55.74 | 58.78 | NA | NA | … | … | 8.07 | 42.83 | 24.68 | 44.43 | 64.43 | 94.72 | 118.81 | 20.64 | 22.27 | 26.14 | 37.81 | 16.44 | 16.52 | 30.65 | 31.87 |
| Draw Down(%) | NA | 15.25 | 30.10 | 76.71 | 76.71 | NA | NA | … | … | 0.00 | 22.24 | 11.59 | 19.29 | 66.94 | 41.87 | 65.76 | 6.92 | 20.42 | 12.35 | 23.50 | 13.51 | 15.45 | 8.84 | 4.94 |
| Yield(%) | 0.00 | 1.44 | 1.02 | 0.27 | 0.83 | 1.56 | 1.17 | … | … | 0.00 | 1.14 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 1.10 | 0.92 | 1.46 | 1.45 | 1.44 | 1.45 | 2.13 | 1.87 |
Data as of 05/07/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) |
-35.17%
Oct 2019 – Oct 2022 |
-20.79%
Sep 2017 – Sep 2022 |
-5.54%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDWPY (J D Wetherspoon PLC ADR) |
26.90%
Jul 2012 – Jul 2015 |
20.10%
Sep 2012 – Sep 2017 |
4.51%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart