Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVTRF (Severn Trent PLC) | 5.79% | 12.27% | 9.77% | 6.89% | 6.12% | 7.45% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVTRF (Severn Trent PLC) | 10/18/2010 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.53 | 12.27 | 9.77 | 6.89 | 6.12 | 7.45 | NA | … | … | 5.79 | 22.08 | 0.90 | 3.16 | -9.71 | 26.81 | 6.81 | 33.53 | -13.43 | 9.49 | -13.56 | 8.99 | 13.61 | 14.13 | 14.81 | 5.67 | 9.20 |
| Sharpe Ratio | NA | 0.45 | 0.33 | 0.17 | 0.18 | NA | NA | … | … | 0.64 | 0.95 | -0.15 | -0.02 | -0.25 | 1.30 | 0.21 | 2.02 | -0.59 | 0.57 | -0.68 | 0.36 | 0.69 | 0.55 | 0.65 | 0.23 | 2.26 |
| Standard Deviation(%) | NA | 19.51 | 21.04 | 27.50 | 24.93 | NA | NA | … | … | 22.60 | 20.21 | 18.29 | 22.03 | 44.75 | 20.58 | 30.73 | 15.90 | 25.30 | 15.50 | 20.28 | 24.85 | 19.66 | 25.66 | 23.04 | 24.87 | 23.46 |
| Draw Down(%) | NA | 9.00 | 16.34 | 37.95 | 37.95 | NA | NA | … | … | 9.00 | 8.89 | 9.57 | 18.91 | 37.95 | 10.89 | 24.74 | 7.92 | 18.67 | 14.94 | 18.46 | 11.38 | 13.76 | 20.55 | 16.11 | 12.07 | 6.23 |
| Yield(%) | 0.00 | 4.71 | 4.77 | 4.35 | 4.09 | 5.19 | 4.47 | … | … | 2.74 | 5.15 | 4.56 | 4.14 | 3.35 | 1.75 | 4.35 | 4.72 | 4.11 | 4.04 | 3.40 | 3.95 | 5.32 | 4.24 | 4.21 | 3.23 | 1.36 |
Data as of 06/08/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVTRF (Severn Trent PLC) |
-8.67%
Oct 2015 – Oct 2018 |
-1.56%
Jun 2014 – Jun 2019 |
3.25%
Oct 2012 – Oct 2022 |
7.27%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVTRF (Severn Trent PLC) |
22.39%
Sep 2018 – Sep 2021 |
11.99%
Nov 2010 – Nov 2015 |
9.81%
Sep 2011 – Sep 2021 |
8.31%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart