Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGZY (Smiths Group Plc) | 4.07% | 12.05% | 19.35% | 10.95% | 10.43% | 7.15% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGZY (Smiths Group Plc) | 11/03/2010 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 12.05 | 19.35 | 10.95 | 10.43 | 7.15 | NA | … | … | 4.07 | 53.50 | -2.36 | 20.14 | -7.65 | 6.53 | -6.09 | 33.75 | -11.44 | 16.60 | 33.59 | -15.11 | -30.96 | 32.25 | 46.66 | -26.33 | -0.68 |
| Sharpe Ratio | NA | 0.28 | 0.69 | 0.33 | 0.29 | NA | NA | … | … | 0.24 | 1.99 | -0.23 | 0.82 | -0.31 | 0.24 | -0.12 | 1.52 | -0.49 | 0.87 | 1.01 | -0.52 | -1.40 | 1.62 | 1.66 | -0.62 | -0.14 |
| Standard Deviation(%) | NA | 26.34 | 26.25 | 26.56 | 29.75 | NA | NA | … | … | 34.45 | 25.52 | 25.89 | 20.34 | 29.12 | 26.89 | 54.23 | 21.26 | 26.34 | 18.39 | 32.90 | 29.28 | 22.17 | 19.84 | 28.36 | 42.20 | 30.00 |
| Draw Down(%) | NA | 24.28 | 24.28 | 27.56 | 58.51 | NA | NA | … | … | 24.28 | 18.26 | 19.18 | 13.24 | 25.92 | 19.05 | 58.26 | 11.78 | 31.57 | 10.81 | 16.73 | 26.25 | 36.06 | 8.15 | 15.80 | 40.47 | 9.23 |
| Yield(%) | 0.00 | 2.06 | 2.75 | 2.42 | 3.37 | 3.20 | 2.29 | … | … | 0.61 | 2.88 | 2.61 | 2.65 | 2.22 | 2.32 | 2.04 | 3.28 | 2.97 | 3.24 | 4.11 | 3.76 | 2.60 | 5.42 | 4.14 | 2.82 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGZY (Smiths Group Plc) |
-8.14%
Dec 2012 – Dec 2015 |
-5.38%
Jan 2011 – Jan 2016 |
1.26%
Oct 2013 – Oct 2023 |
5.71%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGZY (Smiths Group Plc) |
27.47%
Sep 2022 – Sep 2025 |
17.34%
Oct 2020 – Oct 2025 |
13.21%
Feb 2016 – Feb 2026 |
6.78%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart