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
RTMVY (Rightmove Plc) -15.54% -43.60% -2.46% -6.95% 3.24% NA NA
Data as of 06/10/2026, Common starting date is 10/18/2012
More Performance Analytics Comparison
Name Start Date End Date
RTMVY (Rightmove Plc) 10/18/2012 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
Annualized Return (%) 0.87 -43.60 -2.46 -6.95 3.24 NA NA -15.54 -12.57 11.41 21.26 -42.03 22.48 6.03 55.87 15.54 14.23 -11.48 84.50 -23.78 93.14 -6.73
Sharpe Ratio NA -1.59 -0.18 -0.28 0.05 NA NA -1.10 -0.55 0.24 0.60 -1.07 0.86 0.13 2.11 0.44 0.90 -0.26 2.72 -0.75 3.47 -1.05
Standard Deviation(%) NA 28.35 30.92 31.85 31.66 NA NA 30.88 28.27 32.06 29.76 40.69 26.21 44.04 25.75 32.14 15.22 45.54 31.11 31.84 26.84 29.15
Draw Down(%) NA 50.29 50.29 53.62 53.62 NA NA 22.20 36.61 17.74 23.75 53.47 14.55 49.35 18.87 14.98 4.83 34.10 10.27 33.42 10.13 11.11
Yield(%) 0.00 1.36 1.98 1.33 1.94 3.61 2.71 1.29 1.69 1.71 1.72 0.96 1.17 0.00 1.53 6.00 1.26 1.05 1.70 1.09 1.65 0.00
Data as of 06/10/2026, Common starting date is 10/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RTMVY (Rightmove Plc) -9.41%
Oct 2019 – Oct 2022
-6.55%
May 2021 – May 2026
2.87%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RTMVY (Rightmove Plc) 39.52%
Dec 2012 – Dec 2015
27.72%
Jan 2015 – Jan 2020
14.69%
Nov 2012 – Nov 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return