Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIERF (Kier Group plc) | NA | 21.25% | 47.03% | 16.33% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIERF (Kier Group plc) | 09/04/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.84 | 21.25 | 47.03 | 16.33 | NA | NA | NA | … | … | 51.66 | 19.94 | 74.73 | -38.93 | 9.76 | -6.05 | -0.34 |
| Sharpe Ratio | NA | 0.55 | 0.74 | 0.30 | NA | NA | NA | … | … | 2.31 | 0.20 | 1.33 | -1.42 | 1.03 | -0.59 | -0.05 |
| Standard Deviation(%) | NA | 33.32 | 58.60 | 47.44 | NA | NA | NA | … | … | 31.72 | 81.67 | 53.88 | 28.55 | 9.41 | 10.72 | 45.40 |
| Draw Down(%) | NA | 20.05 | 35.43 | 38.93 | NA | NA | NA | … | … | 4.18 | 35.43 | 0.00 | 38.93 | 0.00 | 9.54 | 19.48 |
| Yield(%) | 0.00 | 3.06 | 3.45 | 1.39 | 0.65 | 0.43 | 0.32 | … | … | 1.45 | 4.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIERF (Kier Group plc) |
-14.36%
Oct 2019 – Oct 2022 |
5.71%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIERF (Kier Group plc) |
42.43%
Jul 2022 – Jul 2025 |
14.13%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart