Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMBP (Ardagh Metal Packaging S.A.) | 1.11% | 3.51% | 13.25% | -9.75% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMBP (Ardagh Metal Packaging S.A.) | 09/29/2020 | 06/10/2026 |
| 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 (%) | 1.76 | 3.51 | 13.25 | -9.75 | NA | NA | NA | … | … | 1.11 | 51.96 | -12.41 | -11.47 | -43.45 | -13.17 | 4.00 |
| Sharpe Ratio | NA | 0.17 | 0.23 | -0.31 | NA | NA | NA | … | … | -0.19 | 1.05 | -0.47 | -0.35 | -0.88 | -0.56 | 1.59 |
| Standard Deviation(%) | NA | 35.95 | 40.19 | 41.88 | NA | NA | NA | … | … | 32.80 | 47.89 | 34.03 | 42.99 | 51.06 | 23.61 | 10.32 |
| Draw Down(%) | NA | 26.02 | 39.16 | 75.71 | NA | NA | NA | … | … | 19.74 | 26.02 | 28.25 | 52.14 | 57.21 | 28.97 | 3.47 |
| Yield(%) | 0.00 | 7.09 | 10.28 | 3.12 | 1.60 | 1.07 | 0.80 | … | … | 2.41 | 13.47 | 10.44 | 7.98 | 3.32 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBP (Ardagh Metal Packaging S.A.) |
-28.80%
Feb 2021 – Feb 2024 |
-12.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBP (Ardagh Metal Packaging S.A.) |
15.91%
May 2023 – May 2026 |
-7.65%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart