Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXPGY (Experian plc PK) | -24.67% | -32.91% | -1.64% | -1.11% | 8.28% | 8.64% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPGY (Experian plc PK) | 01/31/2008 | 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.64 | -32.91 | -1.64 | -1.11 | 8.28 | 8.64 | NA | … | … | -24.67 | 7.09 | 6.28 | 22.70 | -30.53 | 31.47 | 13.15 | 43.14 | 12.32 | 15.10 | 10.90 | 8.14 | -6.73 | 17.78 | 20.13 | 11.82 | 27.61 | 60.98 | -25.86 |
| Sharpe Ratio | NA | -1.21 | -0.12 | -0.10 | 0.23 | NA | NA | … | … | -1.36 | 0.15 | 0.12 | 0.77 | -0.92 | 1.36 | 0.28 | 2.23 | 0.53 | 0.98 | 0.45 | 0.33 | -0.33 | 0.82 | 0.93 | 0.36 | 1.03 | 1.59 | -0.40 |
| Standard Deviation(%) | NA | 28.28 | 26.74 | 27.60 | 27.52 | NA | NA | … | … | 34.84 | 27.29 | 21.76 | 24.95 | 34.84 | 23.12 | 46.03 | 18.72 | 20.73 | 14.75 | 23.85 | 24.82 | 20.49 | 21.69 | 21.67 | 32.98 | 26.64 | 38.25 | 70.80 |
| Draw Down(%) | NA | 40.50 | 40.50 | 43.94 | 43.94 | NA | NA | … | … | 30.46 | 24.05 | 18.93 | 26.32 | 43.94 | 19.27 | 42.79 | 6.39 | 13.28 | 10.98 | 16.08 | 18.41 | 22.26 | 15.07 | 15.62 | 19.93 | 16.63 | 24.12 | 52.38 |
| Yield(%) | 0.00 | 1.26 | 1.62 | 1.46 | 2.81 | 3.55 | 4.22 | … | … | 0.47 | 1.47 | 1.48 | 1.61 | 1.04 | 1.19 | 1.40 | 1.94 | 2.06 | 1.47 | 2.37 | 2.33 | 2.10 | 2.79 | 1.59 | 2.33 | 2.52 | 3.22 | 2.14 |
Data as of 06/11/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPGY (Experian plc PK) |
-4.97%
Oct 2020 – Oct 2023 |
-0.64%
May 2021 – May 2026 |
5.86%
Oct 2013 – Oct 2023 |
8.68%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPGY (Experian plc PK) |
39.88%
Feb 2009 – Feb 2012 |
33.33%
Oct 2008 – Oct 2013 |
18.56%
Apr 2009 – Apr 2019 |
16.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart