Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRNY (Severn Trent PLC PK) | 8.28% | 12.98% | 9.71% | 6.85% | 6.27% | 8.39% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRNY (Severn Trent PLC PK) | 10/18/2010 | 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 (%) | -0.98 | 12.98 | 9.71 | 6.85 | 6.27 | 8.39 | NA | … | … | 8.28 | 24.85 | 0.24 | 7.49 | -17.05 | 32.74 | -4.26 | 57.08 | -15.14 | 3.60 | -11.05 | 11.23 | 12.19 | 14.18 | 21.93 | 3.58 | 10.74 |
| Sharpe Ratio | NA | 0.55 | 0.29 | 0.18 | 0.17 | NA | NA | … | … | 0.74 | 0.89 | -0.13 | 0.15 | -0.62 | 1.18 | -0.12 | 2.18 | -0.51 | 0.16 | -0.37 | 0.47 | 0.53 | 0.58 | 0.24 | 0.20 | 5.30 |
| Standard Deviation(%) | NA | 24.24 | 25.56 | 26.89 | 28.29 | NA | NA | … | … | 30.08 | 24.84 | 25.09 | 25.34 | 29.98 | 27.67 | 38.15 | 25.48 | 32.58 | 18.95 | 30.14 | 23.82 | 23.06 | 24.53 | 90.12 | 17.71 | 12.05 |
| Draw Down(%) | NA | 13.41 | 20.78 | 40.41 | 40.41 | NA | NA | … | … | 13.41 | 12.46 | 12.62 | 25.21 | 40.41 | 13.41 | 33.06 | 14.65 | 19.44 | 12.95 | 21.17 | 11.94 | 14.42 | 21.78 | 27.96 | 11.45 | 0.57 |
| Yield(%) | 0.00 | 4.57 | 4.61 | 4.20 | 4.29 | 6.02 | 5.07 | … | … | 2.67 | 5.28 | 4.69 | 4.30 | 3.26 | 4.44 | 3.77 | 5.43 | 4.15 | 3.89 | 5.41 | 4.05 | 4.71 | 4.68 | 9.02 | 4.70 | 1.88 |
Data as of 06/10/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRNY (Severn Trent PLC PK) |
-7.87%
Dec 2015 – Dec 2018 |
-1.47%
May 2014 – May 2019 |
2.70%
Oct 2012 – Oct 2022 |
7.92%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRNY (Severn Trent PLC PK) |
25.91%
Dec 2018 – Dec 2021 |
13.25%
Jul 2011 – Jul 2016 |
10.97%
Jul 2011 – Jul 2021 |
9.12%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart