Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSEZY (SSE PLC ADR) | 7.42% | 34.49% | 15.59% | 12.68% | 9.43% | 8.15% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSEZY (SSE PLC ADR) | 01/21/2010 | 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 (%) | 1.05 | 34.49 | 15.59 | 12.68 | 9.43 | 8.15 | NA | … | … | 7.42 | 55.65 | -14.33 | 23.08 | -2.91 | 14.97 | 13.70 | 50.77 | -17.20 | -0.25 | -11.37 | -6.16 | 17.81 | 3.33 | 23.01 | 8.99 | 8.27 |
| Sharpe Ratio | NA | 1.18 | 0.51 | 0.41 | 0.27 | NA | NA | … | … | 0.61 | 1.83 | -0.88 | 0.96 | -0.14 | 0.68 | 0.29 | 2.18 | -0.76 | -0.06 | -0.38 | -0.27 | 1.00 | 0.20 | 1.40 | 0.35 | 0.35 |
| Standard Deviation(%) | NA | 30.51 | 25.27 | 25.88 | 28.08 | NA | NA | … | … | 31.02 | 28.97 | 20.43 | 20.52 | 31.96 | 22.09 | 46.93 | 22.65 | 24.57 | 15.98 | 30.49 | 23.36 | 17.73 | 16.38 | 16.55 | 25.55 | 24.94 |
| Draw Down(%) | NA | 18.50 | 29.71 | 31.98 | 43.88 | NA | NA | … | … | 18.50 | 17.81 | 25.90 | 19.50 | 31.98 | 16.19 | 43.88 | 21.31 | 29.94 | 10.65 | 22.53 | 15.23 | 11.28 | 16.96 | 8.52 | 14.81 | 23.49 |
| Yield(%) | 0.00 | 3.51 | 3.93 | 4.54 | 4.74 | 5.09 | 4.84 | … | … | 0.00 | 5.57 | 3.23 | 5.93 | 4.95 | 5.43 | 5.32 | 9.08 | 7.01 | 6.17 | 3.87 | 5.60 | 6.67 | 5.51 | 6.07 | 6.13 | 5.61 |
Data as of 06/10/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSEZY (SSE PLC ADR) |
-10.10%
May 2016 – May 2019 |
-6.98%
May 2014 – May 2019 |
3.15%
Sep 2012 – Sep 2022 |
6.71%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSEZY (SSE PLC ADR) |
25.39%
May 2019 – May 2022 |
19.84%
Feb 2021 – Feb 2026 |
12.59%
Feb 2016 – Feb 2026 |
9.87%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart