Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLNCF (Haleon plc) | -9.59% | -12.69% | 5.42% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLNCF (Haleon plc) | 07/28/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | -12.69 | 5.42 | NA | NA | NA | NA | … | … | -9.59 | 8.83 | 16.39 | 6.53 | 12.07 |
| Sharpe Ratio | NA | -0.50 | 0.06 | NA | NA | NA | NA | … | … | -0.41 | 0.15 | 0.44 | 0.01 | 0.02 |
| Standard Deviation(%) | NA | 42.48 | 36.47 | NA | NA | NA | NA | … | … | 52.01 | 39.42 | 29.11 | 421.42 | 1,824.14 |
| Draw Down(%) | NA | 24.20 | 24.20 | NA | NA | NA | NA | … | … | 24.20 | 22.93 | 16.48 | 94.99 | 99.94 |
| Yield(%) | 0.00 | 1.83 | 2.17 | 1.69 | 0.85 | 0.56 | 0.42 | … | … | 1.38 | 1.93 | 1.99 | 1.47 | 0.00 |
Data as of 06/11/2026, Common starting date is 07/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLNCF (Haleon plc) |
5.77%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLNCF (Haleon plc) |
20.17%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart