Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGFHY (Kingfisher PLC ADR) | -7.52% | 6.01% | 13.09% | -0.17% | 0.82% | 2.78% | 3.14% | … | … |
Data as of 06/10/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGFHY (Kingfisher PLC ADR) | 11/19/1996 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | 6.01 | 13.09 | -0.17 | 0.82 | 2.78 | 3.14 | … | … | -7.52 | 42.28 | 1.28 | 17.93 | -36.12 | 31.66 | 28.27 | 15.89 | -42.33 | 13.64 | -9.60 | -5.71 | -14.39 | 42.93 | 24.29 | -2.92 | 14.40 | 91.69 | -28.98 | -37.11 | 20.97 | -29.86 | 23.55 | 12.71 | -37.05 | -22.09 | -34.66 | -1.68 | 57.02 | 29.55 | 7.32 |
| Sharpe Ratio | NA | 0.10 | 0.32 | -0.08 | -0.03 | NA | NA | … | … | -0.51 | 1.15 | -0.08 | 0.47 | -0.87 | 1.20 | 0.50 | 0.46 | -1.57 | 0.55 | -0.30 | -0.22 | -0.55 | 1.93 | 0.98 | -0.08 | 0.44 | 1.96 | -0.43 | -0.97 | 0.56 | -1.29 | 0.95 | 0.17 | -0.56 | -0.43 | -0.60 | -0.11 | 1.00 | 0.60 | 2.40 |
| Standard Deviation(%) | NA | 31.36 | 32.44 | 33.77 | 35.07 | NA | NA | … | … | 34.36 | 34.29 | 29.54 | 30.71 | 43.46 | 26.33 | 56.17 | 31.49 | 27.96 | 23.59 | 32.62 | 25.83 | 26.29 | 22.17 | 24.96 | 35.98 | 32.26 | 46.81 | 69.50 | 41.52 | 31.35 | 24.82 | 23.69 | 70.27 | 68.53 | 57.44 | 64.27 | 46.45 | 53.74 | 42.89 | 35.38 |
| Draw Down(%) | NA | 28.35 | 35.87 | 54.09 | 70.07 | NA | NA | … | … | 28.35 | 19.27 | 29.26 | 29.31 | 50.82 | 17.91 | 51.76 | 31.04 | 48.01 | 21.89 | 27.35 | 18.24 | 36.06 | 11.74 | 19.99 | 26.02 | 20.58 | 28.57 | 51.72 | 48.73 | 12.83 | 38.79 | 16.19 | 43.26 | 57.72 | 51.22 | 56.84 | 39.43 | 29.49 | 12.68 | 8.52 |
| Yield(%) | 0.00 | 4.51 | 5.44 | 3.33 | 2.69 | 3.40 | 3.40 | … | … | 2.70 | 5.40 | 5.23 | 5.31 | 3.34 | 4.50 | 0.00 | 5.30 | 3.13 | 3.23 | 2.94 | 2.98 | 3.50 | 3.17 | 3.95 | 3.00 | 2.22 | 3.92 | 3.48 | 4.34 | 4.52 | 3.27 | 3.63 | 1.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGFHY (Kingfisher PLC ADR) |
-35.30%
Aug 1999 – Aug 2002 |
-22.89%
Apr 1999 – Apr 2004 |
-18.15%
Feb 1999 – Feb 2009 |
-4.81%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGFHY (Kingfisher PLC ADR) |
40.42%
Feb 2009 – Feb 2012 |
34.03%
Feb 2009 – Feb 2014 |
10.10%
Feb 2008 – Feb 2018 |
7.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart