Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KRYAF (Kerry Group plc) | NA | -11.45% | 0.83% | NA | NA | NA | NA | … | … |
Data as of 10/09/2025, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRYAF (Kerry Group plc) | 01/11/2021 | 10/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.45 | 0.83 | NA | NA | NA | NA | … | … | -4.66 | 12.02 | -4.42 | -29.04 | -12.41 |
| Sharpe Ratio | NA | -0.62 | -0.10 | NA | NA | NA | NA | … | … | -0.46 | 0.32 | -0.33 | -0.94 | -0.43 |
| Standard Deviation(%) | NA | 23.50 | 24.86 | NA | NA | NA | NA | … | … | 19.49 | 25.94 | 24.88 | 32.57 | 29.45 |
| Draw Down(%) | NA | 16.04 | 30.32 | NA | NA | NA | NA | … | … | 16.04 | 13.07 | 30.32 | 33.72 | 21.46 |
| Yield(%) | 0.00 | 0.99 | 1.25 | 0.70 | 0.35 | 0.23 | 0.17 | … | … | 1.07 | 1.02 | 1.33 | 0.82 | 0.71 |
Data as of 10/09/2025, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRYAF (Kerry Group plc) |
-15.72%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRYAF (Kerry Group plc) |
5.06%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart