Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYG (Lloyds Banking Group plc) | -0.25% | 30.27% | 38.87% | 19.56% | 8.23% | 7.45% | -3.60% | … | … |
Data as of 06/10/2026, Common starting date is 11/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYG (Lloyds Banking Group plc) | 11/28/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.37 | 30.27 | 38.87 | 19.56 | 8.23 | 7.45 | -3.60 | … | … | -0.25 | 103.71 | 20.30 | 14.73 | -9.44 | 33.82 | -36.10 | 36.82 | -28.34 | 26.95 | -25.66 | -4.23 | -12.78 | 66.25 | 103.82 | -61.80 | 25.69 | -26.81 | -77.59 | -11.59 | 42.99 | -1.50 | 22.66 | 25.24 | -32.93 | 7.76 |
| Sharpe Ratio | NA | 1.04 | 1.31 | 0.53 | 0.16 | NA | NA | … | … | 0.12 | 3.43 | 0.61 | 0.40 | -0.26 | 1.05 | -0.56 | 1.18 | -1.25 | 1.39 | -0.51 | -0.18 | -0.53 | 2.26 | 2.43 | -1.02 | 0.52 | -0.18 | -0.91 | -0.56 | 2.10 | -0.25 | 1.14 | 0.76 | -0.88 | 7.40 |
| Standard Deviation(%) | NA | 28.03 | 28.61 | 32.11 | 36.86 | NA | NA | … | … | 32.71 | 29.56 | 27.30 | 28.04 | 41.53 | 32.18 | 65.01 | 30.00 | 23.77 | 19.04 | 50.41 | 24.33 | 23.95 | 29.29 | 43.23 | 60.82 | 48.95 | 151.70 | 85.74 | 26.61 | 18.96 | 15.13 | 19.10 | 32.33 | 38.54 | 18.14 |
| Draw Down(%) | NA | 22.72 | 22.72 | 40.17 | 66.24 | NA | NA | … | … | 22.72 | 14.87 | 17.34 | 23.23 | 40.17 | 18.61 | 61.87 | 31.69 | 37.87 | 13.99 | 42.05 | 23.94 | 19.79 | 20.67 | 34.89 | 69.82 | 30.21 | 73.57 | 80.79 | 21.83 | 8.59 | 14.58 | 14.02 | 29.22 | 41.52 | 2.75 |
| Yield(%) | 0.00 | 4.85 | 7.47 | 5.38 | 3.64 | 3.53 | 1.35 | … | … | 2.49 | 6.30 | 6.19 | 5.62 | 4.18 | 3.73 | 3.14 | 6.52 | 4.50 | 5.00 | 3.61 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 30.33 | 7.67 | 6.03 | 7.02 | 6.96 | 7.62 | 8.03 | 4.94 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYG (Lloyds Banking Group plc) |
-53.09%
Feb 2006 – Feb 2009 |
-42.10%
May 2007 – May 2012 |
-20.69%
May 2002 – May 2012 |
-13.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYG (Lloyds Banking Group plc) |
52.28%
May 2012 – May 2015 |
34.49%
Sep 2020 – Sep 2025 |
10.01%
Jan 2016 – Jan 2026 |
7.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart