Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPPGF (Stock Spirits Group PLC) | NA | 76.79% | 29.49% | 25.13% | NA | NA | NA | … | … |
Data as of 12/01/2021, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPPGF (Stock Spirits Group PLC) | 07/02/2014 | 12/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 76.79 | 29.49 | 25.13 | NA | NA | NA | … | … | 76.79 | 12.50 | 1.82 | -21.43 | 61.29 | -2.69 | -37.01 | -32.57 |
| Sharpe Ratio | NA | 1.62 | 0.74 | 0.69 | NA | NA | NA | … | … | 1.74 | 0.27 | 0.03 | -0.97 | 1.89 | -0.07 | -1.23 | -1.24 |
| Standard Deviation(%) | NA | 47.43 | 38.91 | 35.21 | NA | NA | NA | … | … | 49.54 | 45.33 | 14.69 | 23.54 | 32.33 | 41.86 | 30.06 | 43.90 |
| Draw Down(%) | NA | 17.51 | 31.47 | 43.84 | NA | NA | NA | … | … | 17.51 | 25.71 | 9.68 | 31.61 | 10.97 | 25.11 | 37.01 | 32.57 |
| Yield(%) | 0.00 | 7.82 | 5.29 | 5.95 | 1.67 | 1.11 | 0.83 | … | … | 7.82 | 3.21 | 3.64 | 2.57 | 4.15 | 8.97 | 1.13 | 0.38 |
Data as of 12/01/2021, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPPGF (Stock Spirits Group PLC) |
-13.10%
Aug 2014 – Aug 2017 |
-8.30%
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 |
|---|---|---|---|---|
| SPPGF (Stock Spirits Group PLC) |
29.49%
Oct 2018 – Oct 2021 |
29.26%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart