Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSEZF (SSE plc) | NA | 40.99% | 15.42% | 15.32% | 8.98% | NA | NA | … | … |
Data as of 12/04/2025, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSEZF (SSE plc) | 08/14/2012 | 12/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.20 | 40.99 | 15.42 | 15.32 | 8.98 | NA | NA | … | … | 56.23 | -14.13 | 20.66 | -3.96 | 15.98 | 13.15 | 56.15 | -19.05 | -0.89 | -9.70 | -5.50 | 17.43 | 4.31 | 12.49 |
| Sharpe Ratio | NA | 0.80 | 0.38 | 0.36 | 0.20 | NA | NA | … | … | 1.23 | -0.56 | 0.59 | -0.14 | 0.50 | 0.23 | 1.72 | -0.61 | -0.09 | -0.26 | -0.18 | 0.80 | 0.24 | 1.88 |
| Standard Deviation(%) | NA | 47.30 | 36.71 | 36.10 | 36.70 | NA | NA | … | … | 47.96 | 31.72 | 29.05 | 37.12 | 32.39 | 55.50 | 31.72 | 33.81 | 17.92 | 38.19 | 30.00 | 21.63 | 17.46 | 19.71 |
| Draw Down(%) | NA | 15.86 | 29.63 | 30.84 | 46.61 | NA | NA | … | … | 15.86 | 25.29 | 21.55 | 30.84 | 14.66 | 46.61 | 19.23 | 27.91 | 8.54 | 20.30 | 16.71 | 11.51 | 12.98 | 7.99 |
| Yield(%) | 0.00 | 3.84 | 3.55 | 4.18 | 4.45 | 4.66 | 3.50 | … | … | 4.21 | 1.09 | 5.83 | 1.57 | 5.52 | 5.38 | 9.18 | 7.21 | 6.18 | 5.57 | 6.06 | 7.27 | 5.68 | 0.00 |
Data as of 12/04/2025, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSEZF (SSE plc) |
-10.48%
May 2016 – May 2019 |
-6.75%
May 2014 – May 2019 |
2.98%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSEZF (SSE plc) |
27.06%
May 2019 – May 2022 |
18.88%
Dec 2018 – Dec 2023 |
9.22%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart