Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEGXF (Segro Plc) | 4.91% | 8.02% | 1.81% | -6.19% | 7.54% | 7.71% | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEGXF (Segro Plc) | 09/26/2007 | 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 (%) | -3.70 | 8.02 | 1.81 | -6.19 | 7.54 | 7.71 | NA | … | … | 4.91 | 17.21 | -24.70 | 28.99 | -52.86 | 58.29 | 17.14 | 59.07 | -0.64 | 45.84 | -10.68 | 6.69 | 13.54 | 43.87 | 31.26 | -26.18 | -14.36 | 57.27 | -61.29 | -9.09 |
| Sharpe Ratio | NA | 0.23 | -0.01 | -0.19 | 0.14 | NA | NA | … | … | 0.40 | 0.36 | -0.73 | 0.72 | -1.22 | 1.19 | 0.17 | 3.75 | -0.13 | 2.22 | -0.36 | 0.29 | 0.62 | 1.96 | 1.17 | -0.52 | -0.43 | 0.16 | -0.89 | -0.06 |
| Standard Deviation(%) | NA | 40.58 | 40.23 | 41.87 | 46.47 | NA | NA | … | … | 49.19 | 40.06 | 39.00 | 35.61 | 44.80 | 48.80 | 100.60 | 15.38 | 15.85 | 20.41 | 30.52 | 22.69 | 21.81 | 22.36 | 26.89 | 50.68 | 33.34 | 358.87 | 69.52 | 522.24 |
| Draw Down(%) | NA | 20.79 | 37.07 | 60.23 | 60.23 | NA | NA | … | … | 20.79 | 18.76 | 32.78 | 24.40 | 60.23 | 17.10 | 36.22 | 5.12 | 16.38 | 10.12 | 23.34 | 12.08 | 11.00 | 10.53 | 17.72 | 38.64 | 26.22 | 91.59 | 67.25 | 86.05 |
| Yield(%) | 0.00 | 3.86 | 3.56 | 2.12 | 4.26 | 4.51 | 1.97 | … | … | 2.42 | 4.66 | 3.26 | 3.62 | 1.35 | 2.27 | 2.05 | 2.56 | 2.23 | 2.91 | 2.41 | 2.31 | 3.79 | 4.00 | 4.43 | 3.18 | 2.64 | 2.90 | 0.89 | 0.00 |
Data as of 06/09/2026, Common starting date is 09/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEGXF (Segro Plc) |
-56.44%
Oct 2007 – Oct 2010 |
-40.82%
Oct 2007 – Oct 2012 |
-16.53%
Oct 2007 – Oct 2017 |
-9.10%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEGXF (Segro Plc) |
120.98%
Apr 2009 – Apr 2012 |
82.25%
Apr 2009 – Apr 2014 |
42.47%
Jul 2009 – Jul 2019 |
29.89%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart