Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBRYF (Burberry Group plc) | -8.62% | 10.04% | -14.64% | -9.59% | 2.45% | 0.20% | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBRYF (Burberry Group plc) | 04/06/2010 | 06/09/2026 |
| 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 (%) | 2.96 | 10.04 | -14.64 | -9.59 | 2.45 | 0.20 | NA | … | … | -8.62 | 41.79 | -30.33 | -26.23 | 7.18 | 6.53 | -17.07 | 33.81 | -6.59 | 35.99 | 6.02 | -29.47 | 8.11 | 23.82 | 9.06 | 6.07 | 60.83 |
| Sharpe Ratio | NA | 0.18 | -0.35 | -0.27 | 0.02 | NA | NA | … | … | -0.59 | 0.67 | -0.72 | -0.92 | 0.14 | 0.17 | -0.30 | 1.26 | -0.26 | 1.62 | 0.15 | -0.90 | 0.37 | 0.95 | 0.21 | 0.12 | 2.58 |
| Standard Deviation(%) | NA | 50.25 | 50.78 | 46.14 | 41.87 | NA | NA | … | … | 45.13 | 59.50 | 51.46 | 33.26 | 41.08 | 38.19 | 58.24 | 25.64 | 29.92 | 21.96 | 38.82 | 32.78 | 21.93 | 24.95 | 44.29 | 50.95 | 34.43 |
| Draw Down(%) | NA | 27.38 | 72.28 | 74.85 | 74.85 | NA | NA | … | … | 27.38 | 48.33 | 56.00 | 43.68 | 30.97 | 24.39 | 57.02 | 14.33 | 28.02 | 11.00 | 32.72 | 40.91 | 11.67 | 16.30 | 37.43 | 34.02 | 14.09 |
| Yield(%) | 0.00 | 0.00 | 1.59 | 1.78 | 3.00 | 2.10 | 3.13 | … | … | 0.00 | 0.00 | 2.95 | 3.09 | 2.56 | 3.11 | 0.00 | 2.51 | 2.13 | 2.89 | 2.91 | 2.39 | 2.48 | 1.90 | 0.49 | 1.44 | 1.64 |
Data as of 06/09/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBRYF (Burberry Group plc) |
-27.63%
Jul 2021 – Jul 2024 |
-16.38%
Aug 2019 – Aug 2024 |
-6.85%
Apr 2015 – Apr 2025 |
-0.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBRYF (Burberry Group plc) |
32.29%
May 2010 – May 2013 |
22.39%
May 2010 – May 2015 |
8.73%
May 2010 – May 2020 |
4.47%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart