Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATDRY (Auto Trader Group PLC ADR) | -22.93% | -44.53% | -8.01% | -6.01% | 1.71% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 08/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATDRY (Auto Trader Group PLC ADR) | 08/12/2015 | 06/15/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -44.53 | -8.01 | -6.01 | 1.71 | NA | NA | … | … | -22.93 | -18.94 | 9.16 | 50.42 | -37.73 | 24.56 | 3.56 | 43.38 | 22.50 | -4.90 | -28.78 | 21.75 |
| Sharpe Ratio | NA | -1.68 | -0.40 | -0.30 | 0.00 | NA | NA | … | … | -1.36 | -0.82 | 0.23 | 1.94 | -1.06 | 0.91 | 0.07 | 1.29 | 0.48 | -0.05 | -0.33 | 1.66 |
| Standard Deviation(%) | NA | 28.56 | 27.02 | 28.90 | 55.52 | NA | NA | … | … | 34.89 | 26.58 | 24.08 | 24.31 | 37.19 | 27.02 | 45.09 | 32.57 | 44.39 | 122.00 | 88.84 | 39.75 |
| Draw Down(%) | NA | 49.89 | 53.67 | 53.67 | 53.67 | NA | NA | … | … | 28.55 | 35.16 | 17.37 | 13.99 | 45.49 | 13.69 | 47.20 | 23.79 | 21.54 | 33.26 | 47.12 | 7.97 |
| Yield(%) | 0.00 | 1.25 | 1.55 | 1.30 | 1.49 | 1.00 | 0.75 | … | … | 0.54 | 1.43 | 1.42 | 1.65 | 0.97 | 0.83 | 0.52 | 1.47 | 1.67 | 1.57 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 08/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATDRY (Auto Trader Group PLC ADR) |
-8.02%
May 2023 – May 2026 |
-4.87%
May 2021 – May 2026 |
1.02%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATDRY (Auto Trader Group PLC ADR) |
24.58%
Sep 2022 – Sep 2025 |
16.60%
Dec 2016 – Dec 2021 |
8.52%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart