Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTBDY (Whitbread PLC ADR) | -5.62% | -12.59% | -6.86% | -3.85% | -1.66% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 02/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTBDY (Whitbread PLC ADR) | 02/13/2013 | 06/18/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | -12.59 | -6.86 | -3.85 | -1.66 | NA | NA | … | … | -5.62 | -3.74 | -18.25 | 54.67 | -22.04 | -4.28 | -17.89 | 14.30 | 9.37 | 17.65 | -28.22 | -6.47 | 19.26 | 49.85 |
| Sharpe Ratio | NA | -0.49 | -0.35 | -0.24 | -0.07 | NA | NA | … | … | -0.40 | -0.21 | -0.97 | 2.12 | -0.58 | -0.13 | -0.27 | 0.46 | 0.25 | 0.15 | -0.74 | -0.25 | 0.60 | 1.80 |
| Standard Deviation(%) | NA | 33.81 | 27.47 | 31.06 | 49.80 | NA | NA | … | … | 33.06 | 31.67 | 22.48 | 24.32 | 40.80 | 33.95 | 67.49 | 27.70 | 32.25 | 110.51 | 38.53 | 26.00 | 32.04 | 32.36 |
| Draw Down(%) | NA | 31.12 | 33.54 | 45.78 | 76.62 | NA | NA | … | … | 21.43 | 28.67 | 22.03 | 13.50 | 42.09 | 28.67 | 62.18 | 27.36 | 17.57 | 56.71 | 35.79 | 23.36 | 15.33 | 8.82 |
| Yield(%) | 0.00 | 3.47 | 2.90 | 2.31 | 2.72 | 3.16 | 2.37 | … | … | 2.38 | 3.48 | 2.71 | 3.22 | 1.77 | 0.00 | 10.05 | 2.26 | 2.39 | 2.63 | 1.90 | 1.80 | 1.92 | 2.25 |
Data as of 06/18/2026, Common starting date is 02/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBDY (Whitbread PLC ADR) |
-16.77%
May 2017 – May 2020 |
-16.12%
May 2015 – May 2020 |
-4.98%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTBDY (Whitbread PLC ADR) |
22.60%
Sep 2022 – Sep 2025 |
11.82%
Sep 2020 – Sep 2025 |
5.14%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart