Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) | -26.51% | -28.32% | -4.95% | -9.39% | -3.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) | 10/15/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.19 | -28.32 | -4.95 | -9.39 | -3.21 | NA | NA | … | … | -26.51 | 3.75 | -13.35 | 64.95 | -43.70 | 10.41 | -14.12 | 83.19 | -37.12 | 68.22 | -32.63 | 39.01 | 17.75 | 3.99 |
| Sharpe Ratio | NA | -1.02 | -0.24 | -0.32 | -0.11 | NA | NA | … | … | -1.57 | 0.03 | -0.50 | 1.48 | -1.08 | 0.32 | -0.17 | 2.27 | -0.96 | 3.02 | -0.67 | 1.49 | 0.78 | 2.39 |
| Standard Deviation(%) | NA | 30.44 | 34.76 | 36.38 | 44.66 | NA | NA | … | … | 34.25 | 30.84 | 34.13 | 41.83 | 41.87 | 32.04 | 83.20 | 35.99 | 40.16 | 22.45 | 49.30 | 26.19 | 22.61 | 8.52 |
| Draw Down(%) | NA | 35.92 | 47.85 | 60.36 | 66.68 | NA | NA | … | … | 34.06 | 27.67 | 31.59 | 26.32 | 59.88 | 24.60 | 59.33 | 20.08 | 40.23 | 5.82 | 44.91 | 4.60 | 10.76 | 0.00 |
| Yield(%) | 0.00 | 6.62 | 7.57 | 4.58 | 4.45 | 5.80 | 4.35 | … | … | 2.74 | 8.03 | 6.37 | 9.49 | 4.63 | 5.31 | 0.00 | 14.34 | 7.25 | 9.92 | 5.21 | 6.00 | 0.17 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) |
-18.88%
Dec 2019 – Dec 2022 |
-10.71%
Sep 2017 – Sep 2022 |
-2.46%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWODY (Taylor Wimpey PLC ADR) |
24.67%
Dec 2016 – Dec 2019 |
15.98%
Feb 2015 – Feb 2020 |
8.70%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart