Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGSPF (Kingspan Group plc) | 7.46% | 8.63% | 12.20% | 0.13% | 15.32% | 18.24% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGSPF (Kingspan Group plc) | 11/09/2009 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 8.63 | 12.20 | 0.13 | 15.32 | 18.24 | NA | … | … | 7.46 | 4.37 | 14.62 | 38.94 | -52.37 | 38.43 | 39.80 | 42.84 | 16.48 | 51.09 | -11.03 | 65.31 | -5.79 | 77.29 | 21.97 | 5.45 | -4.07 | -4.44 |
| Sharpe Ratio | NA | 0.14 | 0.20 | -0.06 | 0.35 | NA | NA | … | … | 0.34 | 0.03 | 0.45 | 0.68 | -1.24 | 1.21 | 0.73 | 1.62 | 0.50 | 1.47 | -0.50 | 3.00 | -0.19 | 2.60 | 0.67 | 0.10 | -0.03 | NA |
| Standard Deviation(%) | NA | 43.56 | 44.77 | 42.47 | 39.07 | NA | NA | … | … | 46.18 | 48.97 | 24.48 | 52.39 | 43.42 | 31.78 | 54.29 | 25.46 | 30.40 | 34.58 | 22.29 | 21.76 | 30.24 | 29.72 | 32.96 | 49.47 | 160.18 | NA |
| Draw Down(%) | NA | 22.93 | 31.92 | 60.21 | 60.21 | NA | NA | … | … | 22.93 | 22.96 | 12.21 | 23.59 | 57.60 | 18.28 | 29.82 | 7.89 | 15.00 | 13.82 | 18.75 | 3.93 | 23.43 | 9.97 | 19.51 | 10.31 | 28.64 | NA |
| Yield(%) | 0.00 | 0.35 | 0.85 | 0.51 | 1.80 | 3.99 | 2.91 | … | … | 0.00 | 0.74 | 1.09 | 0.99 | 0.44 | 0.25 | 0.75 | 1.01 | 1.03 | 1.53 | 0.96 | 0.94 | 0.81 | 1.59 | 1.70 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGSPF (Kingspan Group plc) |
-10.61%
Jan 2022 – Jan 2025 |
-2.92%
Oct 2020 – Oct 2025 |
12.70%
Oct 2015 – Oct 2025 |
16.67%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGSPF (Kingspan Group plc) |
44.58%
Jun 2012 – Jun 2015 |
37.71%
Sep 2012 – Sep 2017 |
30.73%
Dec 2011 – Dec 2021 |
19.57%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart