Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAKSY (Marks & Spencer Group Plc) | 11.22% | -1.29% | 27.52% | 17.25% | 1.44% | 1.98% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAKSY (Marks & Spencer Group Plc) | 07/31/2007 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | -1.29 | 27.52 | 17.25 | 1.44 | 1.98 | NA | … | … | 11.22 | -7.24 | 36.74 | 126.32 | -51.03 | 72.88 | -35.40 | -0.03 | -21.58 | 4.56 | -31.99 | -6.16 | 6.65 | 21.30 | 37.56 | -13.17 | -7.61 | 112.10 | -68.56 | -12.74 |
| Sharpe Ratio | NA | -0.14 | 0.78 | 0.41 | 0.00 | NA | NA | … | … | 0.68 | -0.28 | 1.16 | 4.13 | -1.10 | 1.88 | -0.53 | -0.04 | -0.88 | 0.16 | -0.74 | -0.26 | 0.27 | 0.87 | 1.58 | -0.41 | -0.24 | 2.58 | -0.97 | -0.90 |
| Standard Deviation(%) | NA | 32.79 | 32.09 | 36.95 | 40.20 | NA | NA | … | … | 36.93 | 36.05 | 28.63 | 30.08 | 47.95 | 38.82 | 67.37 | 37.77 | 26.07 | 25.23 | 43.45 | 23.59 | 24.51 | 24.33 | 23.98 | 32.24 | 32.58 | 43.41 | 71.28 | 33.50 |
| Draw Down(%) | NA | 25.95 | 25.95 | 70.88 | 76.55 | NA | NA | … | … | 25.95 | 24.54 | 21.97 | 13.48 | 70.88 | 25.42 | 64.34 | 48.07 | 26.40 | 19.71 | 41.18 | 25.62 | 25.96 | 12.82 | 19.26 | 25.51 | 30.61 | 20.37 | 71.77 | 21.28 |
| Yield(%) | 0.81 | 1.12 | 1.96 | 1.25 | 1.76 | 2.79 | 1.47 | … | … | 0.91 | 1.06 | 1.11 | 0.79 | 0.00 | 0.00 | 0.00 | 7.89 | 5.84 | 5.81 | 5.05 | 3.91 | 3.98 | 5.86 | 5.50 | 4.76 | 3.60 | 7.29 | 3.72 | 1.37 |
Data as of 06/09/2026, Common starting date is 07/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAKSY (Marks & Spencer Group Plc) |
-33.46%
May 2017 – May 2020 |
-29.21%
May 2015 – May 2020 |
-12.08%
Oct 2010 – Oct 2020 |
-11.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAKSY (Marks & Spencer Group Plc) |
65.63%
Sep 2022 – Sep 2025 |
36.59%
Oct 2020 – Oct 2025 |
6.62%
Jan 2009 – Jan 2019 |
4.59%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart