Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YLLXF (Yellow Cake plc) | -12.63% | 6.94% | 14.34% | 14.26% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YLLXF (Yellow Cake plc) | 10/26/2018 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | 6.94 | 14.34 | 14.26 | NA | NA | NA | … | … | -12.63 | 23.84 | -24.34 | 71.40 | 4.03 | 31.47 | 36.00 | -21.88 | 10.08 |
| Sharpe Ratio | NA | 0.16 | 0.19 | 0.13 | NA | NA | NA | … | … | -0.36 | 0.44 | -0.55 | 1.15 | 0.04 | 0.24 | 0.48 | -1.24 | 4.15 |
| Standard Deviation(%) | NA | 60.05 | 55.20 | 75.81 | NA | NA | NA | … | … | 71.76 | 48.06 | 56.33 | 58.75 | 74.51 | 130.31 | 74.08 | 18.80 | 17.31 |
| Draw Down(%) | NA | 26.15 | 47.99 | 57.14 | NA | NA | NA | … | … | 26.15 | 21.67 | 39.64 | 23.36 | 41.71 | 58.14 | 28.00 | 27.81 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YLLXF (Yellow Cake plc) |
0.24%
Mar 2022 – Mar 2025 |
15.31%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YLLXF (Yellow Cake plc) |
38.67%
Mar 2020 – Mar 2023 |
26.65%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart