Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BUR (Burford Capital Ltd) -49.67% -64.24% -28.64% -15.83% NA NA NA
Data as of 06/16/2026, Common starting date is 10/20/2020
More Performance Analytics Comparison
Name Start Date End Date
BUR (Burford Capital Ltd) 10/20/2020 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -0.23 -64.24 -28.64 -15.83 NA NA NA -49.67 -29.24 -17.52 93.17 -21.68 10.90 -6.57
Sharpe Ratio NA -0.83 -0.59 -0.36 NA NA NA -0.74 -0.70 -0.68 1.58 -0.63 0.28 -0.69
Standard Deviation(%) NA 83.27 56.55 52.42 NA NA NA 111.60 45.81 31.04 57.36 36.65 38.94 42.22
Draw Down(%) NA 72.66 74.95 74.95 NA NA NA 59.17 46.12 23.90 28.91 35.75 28.13 19.23
Yield(%) 0.00 0.99 0.98 1.12 0.72 0.48 0.36 0.71 0.97 0.83 1.48 1.18 1.96 0.00
Data as of 06/16/2026, Common starting date is 10/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUR (Burford Capital Ltd) -28.62%
May 2023 – May 2026
-16.50%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUR (Burford Capital Ltd) 22.66%
Mar 2021 – Mar 2024
3.91%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return