Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMFKY (Smurfit Kappa Group Plc) | NA | 21.95% | -2.70% | 11.43% | NA | NA | NA | … | … |
Data as of 07/25/2024, Common starting date is 08/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMFKY (Smurfit Kappa Group Plc) | 08/27/2014 | 07/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 21.95 | -2.70 | 11.43 | NA | NA | NA | … | … | 20.83 | 9.90 | -32.67 | 25.99 | 31.50 | 48.48 | -20.54 | 52.39 | -5.87 | 15.67 | -48.71 |
| Sharpe Ratio | NA | 0.64 | -0.15 | 0.26 | NA | NA | NA | … | … | 1.40 | 0.19 | -0.75 | 0.98 | 0.61 | 1.31 | -0.55 | 1.97 | -0.16 | 0.51 | -0.73 |
| Standard Deviation(%) | NA | 28.21 | 34.98 | 37.91 | NA | NA | NA | … | … | 25.91 | 30.07 | 45.79 | 26.54 | 51.34 | 35.96 | 40.13 | 26.47 | 39.17 | 30.71 | 117.62 |
| Draw Down(%) | NA | 25.78 | 52.90 | 52.90 | NA | NA | NA | … | … | 12.64 | 25.78 | 51.78 | 15.32 | 42.81 | 14.69 | 45.14 | 13.82 | 23.67 | 21.98 | 56.96 |
| Yield(%) | 0.00 | 4.15 | 2.67 | 4.84 | 5.60 | 3.73 | 2.80 | … | … | 3.32 | 4.05 | 2.29 | 2.88 | 5.58 | 4.20 | 3.22 | 3.78 | 2.97 | 2.97 | 0.86 |
Data as of 07/25/2024, Common starting date is 08/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFKY (Smurfit Kappa Group Plc) |
-8.10%
Sep 2014 – Sep 2017 |
-4.57%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFKY (Smurfit Kappa Group Plc) |
34.99%
Dec 2018 – Dec 2021 |
24.81%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart