Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUPPF (Watchstone Group plc) | NA | -48.56% | -33.96% | -34.38% | NA | NA | NA | … | … |
Data as of 10/29/2021, Common starting date is 06/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUPPF (Watchstone Group plc) | 06/23/2014 | 10/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -48.56 | -33.96 | -34.38 | NA | NA | NA | … | … | -48.56 | -61.11 | 44.00 | -2.34 | -41.28 | -84.65 | 348.86 | -84.43 |
| Sharpe Ratio | NA | -0.73 | -0.40 | -0.50 | NA | NA | NA | … | … | -0.76 | -0.54 | 0.58 | -0.23 | -1.57 | -0.35 | 2.94 | -0.58 |
| Standard Deviation(%) | NA | 66.48 | 86.97 | 70.14 | NA | NA | NA | … | … | 72.99 | 113.32 | 73.49 | 15.89 | 26.82 | 243.82 | 118.76 | 166.02 |
| Draw Down(%) | NA | 48.56 | 84.34 | 87.84 | NA | NA | NA | … | … | 48.56 | 75.65 | 36.80 | 15.17 | 41.28 | 90.00 | 35.45 | 87.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.39 | 2.26 | 1.70 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 217.97 | 0.00 |
Data as of 10/29/2021, Common starting date is 06/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUPPF (Watchstone Group plc) |
-55.80%
Jul 2014 – Jul 2017 |
-45.23%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUPPF (Watchstone Group plc) |
10.60%
Jun 2017 – Jun 2020 |
-10.67%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart