Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMPGY (Compass Group PLC ADR) | 5.01% | -5.06% | 7.76% | 9.10% | 8.40% | 11.41% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMPGY (Compass Group PLC ADR) | 12/30/2009 | 06/11/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | -5.06 | 7.76 | 9.10 | 8.40 | 11.41 | NA | … | … | 5.01 | -2.98 | 23.21 | 21.71 | 2.20 | 23.17 | -24.80 | 23.59 | -2.72 | 24.74 | 8.74 | 5.94 | 14.18 | 38.48 | 30.43 | 5.01 | 31.52 | 0.69 |
| Sharpe Ratio | NA | -0.33 | 0.25 | 0.27 | 0.21 | NA | NA | … | … | 0.24 | -0.25 | 1.21 | 1.10 | 0.03 | 0.72 | -0.42 | 1.17 | -0.21 | 1.63 | 0.38 | 0.29 | 0.79 | 2.37 | 1.35 | 0.17 | 1.07 | NA |
| Standard Deviation(%) | NA | 25.06 | 21.81 | 24.41 | 28.85 | NA | NA | … | … | 31.95 | 23.58 | 16.24 | 16.59 | 30.48 | 32.07 | 59.60 | 18.96 | 19.71 | 14.84 | 22.52 | 20.27 | 17.82 | 16.25 | 22.65 | 28.49 | 29.42 | 0.00 |
| Draw Down(%) | NA | 24.30 | 24.30 | 24.30 | 57.36 | NA | NA | … | … | 14.05 | 16.55 | 9.59 | 16.53 | 22.61 | 17.56 | 56.16 | 10.37 | 13.45 | 9.07 | 16.92 | 15.80 | 18.14 | 9.03 | 11.57 | 19.35 | 11.14 | 0.00 |
| Yield(%) | 0.00 | 1.85 | 1.93 | 2.04 | 2.69 | 5.04 | 5.37 | … | … | 1.37 | 1.84 | 2.07 | 1.93 | 1.31 | 0.00 | 1.39 | 2.42 | 2.15 | 6.55 | 2.57 | 2.47 | 8.47 | 2.86 | 3.19 | 3.14 | 2.95 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPGY (Compass Group PLC ADR) |
-13.20%
Oct 2017 – Oct 2020 |
-1.60%
Oct 2015 – Oct 2020 |
6.76%
Mar 2016 – Mar 2026 |
10.15%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPGY (Compass Group PLC ADR) |
31.98%
Sep 2011 – Sep 2014 |
24.70%
Jan 2010 – Jan 2015 |
17.57%
Jan 2010 – Jan 2020 |
14.35%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart