Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEGRY (Weir Group PLC) | -18.09% | -6.15% | 13.10% | 4.78% | 7.60% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEGRY (Weir Group PLC) | 06/19/2012 | 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 (%) | -4.78 | -6.15 | 13.10 | 4.78 | 7.60 | NA | NA | … | … | -18.09 | 42.28 | 15.88 | 22.19 | -11.98 | -14.16 | 40.08 | 28.17 | -43.73 | 30.35 | 64.86 | -47.64 | -19.47 | 22.16 | 3.59 |
| Sharpe Ratio | NA | -0.13 | 0.44 | 0.09 | 0.18 | NA | NA | … | … | -0.86 | 1.39 | 0.50 | 0.68 | -0.30 | -0.45 | 0.65 | 0.68 | -0.95 | 0.86 | 1.16 | -1.19 | -0.69 | 0.71 | 1.47 |
| Standard Deviation(%) | NA | 31.23 | 28.58 | 32.71 | 39.69 | NA | NA | … | … | 39.45 | 28.41 | 24.45 | 27.45 | 44.63 | 31.42 | 61.21 | 39.11 | 47.68 | 34.58 | 55.94 | 40.07 | 28.34 | 31.30 | 4.67 |
| Draw Down(%) | NA | 32.14 | 32.14 | 42.21 | 73.61 | NA | NA | … | … | 32.14 | 20.91 | 15.09 | 15.17 | 38.97 | 25.42 | 60.13 | 35.15 | 51.69 | 18.02 | 23.44 | 55.54 | 44.13 | 15.85 | 0.00 |
| Yield(%) | 0.00 | 1.64 | 2.30 | 1.69 | 2.50 | 1.63 | 1.22 | … | … | 0.76 | 2.02 | 2.10 | 2.31 | 1.33 | 0.55 | 1.95 | 3.75 | 1.96 | 2.44 | 4.29 | 2.29 | 2.14 | 1.90 | 0.14 |
Data as of 06/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGRY (Weir Group PLC) |
-26.10%
Mar 2017 – Mar 2020 |
-17.20%
Mar 2015 – Mar 2020 |
-3.81%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGRY (Weir Group PLC) |
39.93%
Mar 2020 – Mar 2023 |
29.98%
Mar 2020 – Mar 2025 |
16.37%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart