Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHNWD (Schroders plc) | NA | -86.25% | -47.20% | -34.91% | -14.64% | -9.58% | NA | … | … |
Data as of 01/27/2023, Common starting date is 08/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHNWD (Schroders plc) | 08/02/2007 | 01/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.72 | -86.25 | -47.20 | -34.91 | -14.64 | -9.58 | NA | … | … | 18.56 | -89.18 | 6.16 | -1.09 | 46.05 | -34.27 | 28.17 | -16.18 | 8.13 | 12.74 | 50.20 | 20.85 | -23.52 | 26.01 | 8.83 | -31.57 | 4.19 |
| Sharpe Ratio | NA | -0.48 | -0.43 | -0.41 | -0.23 | NA | NA | … | … | 15.84 | -0.50 | 0.21 | -0.03 | 1.29 | -1.51 | 1.60 | -0.36 | 0.33 | 0.56 | 1.96 | 0.56 | -0.66 | 0.71 | 0.13 | -0.76 | 0.44 |
| Standard Deviation(%) | NA | 183.73 | 110.53 | 87.79 | 64.97 | NA | NA | … | … | 61.90 | 183.08 | 29.50 | 46.74 | 34.69 | 23.60 | 17.25 | 45.08 | 24.89 | 22.62 | 25.65 | 37.43 | 35.78 | 36.27 | 69.25 | 42.78 | 18.02 |
| Draw Down(%) | NA | 91.40 | 92.38 | 92.40 | 92.46 | NA | NA | … | … | 7.12 | 91.88 | 16.59 | 43.79 | 22.58 | 44.03 | 7.03 | 40.17 | 22.78 | 22.86 | 0.00 | 26.71 | 36.82 | 14.80 | 43.12 | 39.57 | 7.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/27/2023, Common starting date is 08/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNWD (Schroders plc) |
-52.09%
Sep 2019 – Sep 2022 |
-37.84%
Sep 2017 – Sep 2022 |
-15.22%
Oct 2012 – Oct 2022 |
-11.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNWD (Schroders plc) |
41.80%
May 2012 – May 2015 |
29.38%
Mar 2009 – Mar 2014 |
12.82%
Apr 2009 – Apr 2019 |
-10.58%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison Chart