Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MEGGY (Meggitt Plc ADR) NA 93,915.98% 981.59% 326.87% NA NA NA
Data as of 10/25/2022, Common starting date is 07/02/2014
More Performance Analytics Comparison
Name Start Date End Date
MEGGY (Meggitt Plc ADR) 07/02/2014 10/25/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 93,915.98 981.59 326.87 NA NA NA 98,015.92 62.72 -27.15 39.09 -7.91 17.43 2.85 -32.42 -8.94
Sharpe Ratio NA 133.88 2.39 1.02 NA NA NA 612.02 1.02 -0.29 1.75 -0.29 0.57 0.07 -0.81 -0.53
Standard Deviation(%) NA 701.47 410.43 318.45 NA NA NA 777.66 61.54 94.80 21.50 31.92 29.51 39.04 40.00 32.07
Draw Down(%) NA 15.95 72.23 72.23 NA NA NA 12.80 25.10 72.23 15.48 24.77 12.62 22.04 41.05 29.95
Yield(%) 0.00 87.32 39.45 27.76 11.61 7.74 5.80 91.13 0.00 0.77 3.58 3.22 3.45 3.63 2.74 0.77
Data as of 10/25/2022, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEGGY (Meggitt Plc ADR) -23.38%
Sep 2017 – Sep 2020
-16.14%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEGGY (Meggitt Plc ADR) 987.48%
Sep 2019 – Sep 2022
323.67%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return