Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BZLFF (Bunzl plc) | 20.80% | 10.72% | -1.61% | 3.96% | 4.68% | 9.36% | NA | … | … |
Data as of 06/15/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BZLFF (Bunzl plc) | 01/06/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.10 | 10.72 | -1.61 | 3.96 | 4.68 | 9.36 | NA | … | … | 20.80 | -32.92 | 12.66 | 14.84 | -4.67 | 16.55 | 31.44 | -9.50 | 10.40 | 13.69 | -7.61 | 3.58 | 20.56 | 41.97 | 26.45 | 21.83 | 8.23 |
| Sharpe Ratio | NA | 0.34 | -0.04 | 0.05 | 0.08 | NA | NA | … | … | 1.94 | -0.75 | 0.41 | 0.58 | -0.20 | 0.59 | 0.76 | -0.47 | 0.45 | 0.84 | -0.30 | 0.20 | 1.14 | 2.84 | 1.25 | 0.76 | 0.30 |
| Standard Deviation(%) | NA | 25.25 | 33.63 | 31.72 | 29.17 | NA | NA | … | … | 26.33 | 47.72 | 22.06 | 19.28 | 30.39 | 28.12 | 41.04 | 23.38 | 20.06 | 15.61 | 26.08 | 18.08 | 18.03 | 14.78 | 21.26 | 28.69 | 27.68 |
| Draw Down(%) | NA | 20.05 | 40.40 | 40.40 | 53.65 | NA | NA | … | … | 4.97 | 36.42 | 12.61 | 12.18 | 27.35 | 12.13 | 44.41 | 27.02 | 10.68 | 11.97 | 22.88 | 9.63 | 15.24 | 3.23 | 10.36 | 15.83 | 16.57 |
| Yield(%) | 0.00 | 3.17 | 2.81 | 3.01 | 3.02 | 5.67 | 5.29 | … | … | 2.61 | 3.77 | 1.58 | 2.18 | 1.96 | 2.21 | 3.76 | 2.14 | 2.09 | 2.26 | 1.97 | 2.27 | 2.63 | 2.01 | 2.27 | 2.44 | 2.39 |
Data as of 06/15/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZLFF (Bunzl plc) |
-10.67%
Mar 2017 – Mar 2020 |
-4.96%
Mar 2015 – Mar 2020 |
2.07%
Mar 2016 – Mar 2026 |
8.13%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BZLFF (Bunzl plc) |
33.32%
Aug 2011 – Aug 2014 |
26.58%
Jun 2010 – Jun 2015 |
14.50%
Aug 2011 – Aug 2021 |
12.08%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart