Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/11/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INCPY (Inchcape plc) | NA | -17.62% | 3.83% | -3.27% | NA | NA | NA | -6.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INCPY (Inchcape plc) | 06/10/2015 | 04/11/2022 |
The return data shown below all have the same latest date: 04/11/2022.
AR inception is since 06/10/2015.
AR inception is since 06/10/2015.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.62 | 3.83 | -3.27 | NA | NA | NA | -6.87 | -23.38 | 35.86 | -5.82 | 20.81 | -31.91 | 29.07 | -26.04 | -15.27 |
| Sharpe Ratio | NA | -0.80 | 0.08 | -0.08 | NA | NA | NA | -0.15 | -1.76 | 1.84 | -0.09 | 0.48 | -0.56 | 0.71 | -0.62 | -0.84 |
| Standard Deviation(%) | NA | 22.00 | 44.77 | 47.40 | NA | NA | NA | 45.41 | 35.46 | 19.43 | 65.58 | 40.12 | 59.64 | 40.19 | 42.39 | 30.39 |
| Draw Down(%) | NA | 31.10 | 42.99 | 53.18 | NA | NA | NA | 60.44 | 27.68 | 10.07 | 42.63 | 18.64 | 46.65 | 17.18 | 36.93 | 21.69 |
| Yield(%) | 0.00 | 1.79 | 2.26 | 2.36 | 1.21 | 0.80 | 0.60 | 2.01 | 0.00 | 2.26 | 0.00 | 4.59 | 3.42 | 3.66 | 2.60 | 0.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INCPY (Inchcape plc) |
-21.29%
Sep 2017 - Sep 2020 |
-15.32%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INCPY (Inchcape plc) |
17.54%
Oct 2018 - Oct 2021 |
8.91%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart