Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLSPF (Melrose Industries PLC) | -16.71% | -4.21% | 1.72% | 10.62% | 11.72% | 6.00% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLSPF (Melrose Industries PLC) | 07/30/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | -4.21 | 1.72 | 10.62 | 11.72 | 6.00 | NA | … | … | -16.71 | 9.41 | 1.20 | 117.37 | -26.56 | 7.56 | 140.22 | 58.44 | -25.18 | 16.52 | -42.89 | 15.00 | -14.50 | 30.98 | -31.61 | 6.89 | 75.93 | 134.78 | -64.62 |
| Sharpe Ratio | NA | 0.02 | 0.01 | 0.01 | 0.02 | NA | NA | … | … | -0.48 | 0.09 | -0.04 | 0.23 | -0.03 | 0.01 | 0.13 | 0.62 | -0.65 | 0.53 | -0.78 | 0.77 | -0.61 | 1.60 | -0.48 | 0.16 | 1.69 | 1.78 | -0.82 |
| Standard Deviation(%) | NA | 65.30 | 61.11 | 582.13 | 572.20 | NA | NA | … | … | 71.64 | 72.53 | 54.74 | 498.69 | 983.31 | 944.02 | 1,072.06 | 92.27 | 40.79 | 29.81 | 55.09 | 19.44 | 23.89 | 19.34 | 65.95 | 42.66 | 44.79 | 75.84 | 112.63 |
| Draw Down(%) | NA | 35.77 | 43.95 | 87.18 | 88.92 | NA | NA | … | … | 35.77 | 43.95 | 39.45 | 69.71 | 85.62 | 73.30 | 88.92 | 47.72 | 41.13 | 15.87 | 42.89 | 11.58 | 25.72 | 8.16 | 52.42 | 31.20 | 17.81 | 19.13 | 71.69 |
| Yield(%) | 0.00 | 1.42 | 1.26 | 7.25 | 6.62 | 3.26 | 4.21 | … | … | 0.78 | 1.20 | 0.98 | 38.44 | 0.97 | 6.57 | 1.06 | 2.43 | 1.79 | 2.04 | 0.23 | 2.81 | 0.37 | 0.53 | 0.54 | 0.19 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLSPF (Melrose Industries PLC) |
-35.75%
Feb 2020 – Feb 2023 |
-18.85%
Aug 2015 – Aug 2020 |
-8.91%
Sep 2010 – Sep 2020 |
6.10%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLSPF (Melrose Industries PLC) |
115.31%
Sep 2022 – Sep 2025 |
61.44%
Aug 2020 – Aug 2025 |
15.03%
Jan 2010 – Jan 2020 |
20.43%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart