Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVPKF (Travis Perkins plc) | 0.00% | 29.35% | -9.95% | -11.14% | -7.55% | -1.44% | NA | … | … |
Data as of 04/16/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVPKF (Travis Perkins plc) | 02/17/2009 | 04/16/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.35 | -9.95 | -11.14 | -7.55 | -1.44 | NA | … | … | 0.00 | -15.03 | 10.29 | -16.30 | -44.82 | 30.14 | -10.04 | 43.81 | -27.80 | 19.59 | -44.92 | 19.72 | 9.04 | 58.86 | 41.39 | -3.65 | -1.46 | 153.40 |
| Sharpe Ratio | NA | 1.78 | -0.45 | -0.23 | -0.14 | NA | NA | … | … | 0.00 | -0.48 | 0.17 | -1.04 | -0.41 | 0.64 | -0.07 | 1.20 | -1.14 | 1.23 | -1.08 | 1.26 | 0.44 | 2.70 | 1.77 | -0.08 | -0.07 | 3.20 |
| Standard Deviation(%) | NA | 14.93 | 29.44 | 58.21 | 66.68 | NA | NA | … | … | 0.00 | 34.93 | 45.97 | 19.43 | 102.16 | 56.53 | 145.49 | 35.38 | 25.74 | 15.50 | 41.67 | 15.65 | 20.45 | 21.80 | 23.51 | 43.72 | 23.13 | 59.01 |
| Draw Down(%) | NA | 0.51 | 43.54 | 69.39 | 72.66 | NA | NA | … | … | 0.00 | 34.31 | 13.49 | 22.07 | 65.29 | 23.41 | 69.48 | 16.05 | 33.17 | 10.12 | 44.92 | 7.38 | 17.74 | 5.44 | 7.06 | 36.28 | 16.48 | 28.57 |
| Yield(%) | 0.00 | 2.79 | 1.14 | 1.32 | 1.33 | 2.29 | 5.23 | … | … | 0.00 | 2.25 | 0.77 | 4.25 | 2.32 | 0.00 | 1.76 | 3.98 | 0.00 | 3.22 | 1.82 | 2.41 | 2.28 | 2.27 | 2.58 | 0.00 | 0.00 | 0.00 |
Data as of 04/16/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVPKF (Travis Perkins plc) |
-31.84%
Aug 2022 – Aug 2025 |
-17.84%
May 2015 – May 2020 |
-10.45%
Mar 2015 – Mar 2025 |
-2.01%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVPKF (Travis Perkins plc) |
36.35%
Jun 2012 – Jun 2015 |
38.66%
Mar 2009 – Mar 2014 |
12.53%
Mar 2009 – Mar 2019 |
6.90%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart