Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECPG (Encore Capital Group, Inc.) | 47.56% | 105.85% | 17.44% | 10.48% | 13.30% | 6.48% | 10.11% | … | … |
Data as of 06/10/2026, Common starting date is 07/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECPG (Encore Capital Group, Inc.) | 07/09/1999 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | 105.85 | 17.44 | 10.48 | 13.30 | 6.48 | 10.11 | … | … | 47.56 | 16.22 | -6.36 | 5.86 | -22.81 | 59.46 | 10.15 | 50.47 | -44.18 | 46.95 | -1.48 | -34.50 | -11.66 | 64.14 | 44.03 | -9.34 | 34.77 | 141.67 | -25.62 | -23.17 | -27.38 | -27.04 | 57.48 | 1,272.73 | 323.08 | -20.76 | -91.53 | -58.53 |
| Sharpe Ratio | NA | 3.39 | 0.43 | 0.24 | 0.21 | NA | NA | … | … | 5.18 | 0.25 | -0.38 | 0.05 | -0.69 | 1.97 | 0.10 | 0.66 | -1.88 | 0.96 | -0.56 | -1.52 | -1.56 | 1.76 | 0.88 | -0.53 | 0.37 | 1.40 | -0.58 | -1.26 | -1.22 | -1.12 | 1.07 | 15.57 | 2.05 | -0.30 | -0.91 | -0.57 |
| Standard Deviation(%) | NA | 34.28 | 41.41 | 37.89 | 48.30 | NA | NA | … | … | 29.87 | 54.08 | 34.62 | 33.68 | 35.38 | 30.16 | 99.25 | 41.20 | 35.07 | 29.01 | 63.22 | 34.92 | 19.29 | 25.93 | 29.31 | 52.29 | 44.27 | 88.06 | 77.91 | 36.10 | 40.84 | 42.74 | 35.36 | 80.51 | 148.23 | 143.59 | 175.55 | 78.88 |
| Draw Down(%) | NA | 12.63 | 49.94 | 62.54 | 65.70 | NA | NA | … | … | 9.88 | 47.06 | 25.22 | 34.95 | 37.79 | 23.75 | 57.95 | 22.45 | 52.81 | 16.50 | 42.99 | 35.95 | 21.64 | 17.31 | 19.94 | 41.61 | 28.33 | 65.35 | 54.08 | 29.37 | 52.13 | 45.33 | 24.27 | 32.78 | 55.45 | 82.50 | 94.92 | 67.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECPG (Encore Capital Group, Inc.) |
-51.61%
Aug 1999 – Aug 2002 |
-22.83%
Mar 2004 – Mar 2009 |
-2.56%
Oct 2013 – Oct 2023 |
2.53%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECPG (Encore Capital Group, Inc.) |
350.55%
Dec 2001 – Dec 2004 |
121.13%
Dec 2000 – Dec 2005 |
55.33%
Dec 2001 – Dec 2011 |
36.82%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart