Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMFTF (Smurfit Kappa Group Plc) | NA | -30.75% | 6.00% | -0.07% | 6.36% | 11.80% | NA | … | … |
Data as of 11/07/2025, Common starting date is 06/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMFTF (Smurfit Kappa Group Plc) | 06/18/2008 | 11/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | -30.75 | 6.00 | -0.07 | 6.36 | 11.80 | NA | … | … | -31.69 | 37.94 | 14.27 | -28.04 | 17.13 | 31.21 | 49.87 | -18.85 | 50.35 | -8.58 | 16.51 | -7.59 | 113.05 | 108.44 | -39.59 | 8.24 | 321.30 | -73.50 |
| Sharpe Ratio | NA | -0.86 | 0.06 | -0.05 | 0.11 | NA | NA | … | … | -0.95 | 0.86 | 0.25 | -0.49 | 0.39 | 0.55 | 1.37 | -0.50 | 2.19 | -0.26 | 0.65 | -0.23 | 3.29 | 2.22 | -0.69 | 0.32 | 4.67 | -0.95 |
| Standard Deviation(%) | NA | 39.38 | 40.98 | 45.96 | 42.56 | NA | NA | … | … | 40.91 | 39.81 | 42.04 | 60.68 | 44.41 | 55.68 | 35.32 | 40.40 | 22.75 | 34.29 | 25.34 | 32.95 | 34.31 | 49.42 | 57.42 | 25.86 | 68.77 | 97.35 |
| Draw Down(%) | NA | 35.20 | 35.20 | 54.63 | 54.63 | NA | NA | … | … | 34.49 | 22.50 | 29.96 | 53.51 | 18.46 | 45.03 | 14.27 | 44.46 | 11.13 | 20.88 | 19.66 | 28.97 | 14.94 | 33.61 | 57.44 | 14.89 | 30.61 | 74.23 |
| Yield(%) | 0.00 | 2.98 | 4.80 | 3.60 | 4.74 | 9.42 | 9.21 | … | … | 2.41 | 5.01 | 4.18 | 2.26 | 2.70 | 5.17 | 3.90 | 2.70 | 3.91 | 3.05 | 2.93 | 2.53 | 3.09 | 4.50 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/07/2025, Common starting date is 06/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFTF (Smurfit Kappa Group Plc) |
-4.33%
Nov 2020 – Nov 2023 |
-0.47%
Jun 2018 – Jun 2023 |
6.47%
Oct 2013 – Oct 2023 |
12.03%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFTF (Smurfit Kappa Group Plc) |
79.14%
Feb 2009 – Feb 2012 |
73.71%
Feb 2009 – Feb 2014 |
35.17%
Feb 2009 – Feb 2019 |
27.63%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart