Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GLAPF (Glanbia plc) 16.47% 79.46% 18.36% 12.58% 1.69% NA NA
Data as of 03/13/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
Name Start Date End Date
GLAPF (Glanbia plc) 05/16/2012 03/13/2026
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
Annualized Return (%) 0.00 79.46 18.36 12.58 1.69 NA NA 16.47 31.38 -13.97 32.67 -6.04 34.77 -2.03 -39.88 7.63 6.40 -9.61 30.36 -7.56 58.21 31.55
Sharpe Ratio NA 2.86 0.53 0.34 0.00 NA NA 5.30 0.75 -0.77 1.47 -0.23 0.93 -0.05 -1.02 0.22 0.28 -0.47 1.29 -0.52 1.52 1.48
Standard Deviation(%) NA 26.79 28.57 29.70 31.86 NA NA 21.36 38.72 22.85 19.94 33.31 37.50 44.26 40.50 28.14 20.33 20.84 23.55 14.44 38.26 37.64
Draw Down(%) NA 11.31 43.20 43.20 56.08 NA NA 0.95 25.10 29.87 6.90 26.88 23.73 25.07 49.07 13.39 16.16 26.32 15.47 9.15 6.08 15.24
Yield(%) 0.00 3.97 3.13 2.91 1.44 2.93 2.20 0.00 3.15 2.46 2.83 2.23 2.64 2.75 1.42 1.55 0.91 0.78 0.83 0.90 0.95 0.61
Data as of 03/13/2026, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLAPF (Glanbia plc) -20.35%
Apr 2017 – Apr 2020
-10.89%
Apr 2015 – Apr 2020
-3.17%
Feb 2015 – Feb 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GLAPF (Glanbia plc) 43.90%
Jun 2012 – Jun 2015
26.82%
Jun 2012 – Jun 2017
7.21%
Aug 2012 – Aug 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return