Broadridge Financial Solutions Inc
Provider: Exchange
| Annualised Return | 17.18% |
| Realised Volatility | 23.98% |
| Downside Volatility | 16.86% |
| Max Drawdown | -49.32% |
| Winning months | 62.61% |
| Sharpe Ratio | 0.72 |
| Sortino Ratio | 1.02 |
| Calmar Ratio | 0.35 |
| Viking Ratio | 0.34 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.37% | 1.26% | 0.91% | -0.02% | 0.18% | 0.45% | 1.84% | 3.71% | 14.4% | ||||
| 2024 | -0.75% | -0.3% | 1.03% | -5.59% | 3.81% | -1.48% | 8.63% | -0.53% | 1.44% | -1.94% | 11.93% | -3.85% | 11.65% |
| 2023 | 12.1% | -6.37% | 4.67% | -0.79% | 0.9% | 13.41% | 1.38% | 10.89% | -3.43% | -4.7% | 13.58% | 6.6% | 56.23% |
| 2022 | -12.91% | -8.17% | 6.97% | -7.44% | 1.45% | -2.05% | 12.63% | 6.61% | -15.32% | 3.98% | -0.63% | -9.59% | -25.26% |
| 2021 | -7.76% | 0.84% | 7.88% | 3.61% | 0.54% | 1.64% | 7.4% | -0.73% | -2.88% | 7.06% | -5.52% | 8.84% | 21.12% |
| 2020 | -3.55% | -12.41% | -8.63% | 22.32% | 4.4% | 4.67% | 6.46% | 2.28% | -3.52% | 4.24% | 6.74% | 4.71% | 26.28% |
| 2019 | 4.76% | 0.42% | 2.89% | 13.93% | 5.71% | 2.63% | -0.44% | 1.83% | -3.45% | 0.63% | -1.21% | 0.32% | 30.59% |
| 2018 | 6.44% | 4.12% | 9.64% | -2.26% | 7.69% | 0.01% | -1.84% | 19.61% | -2.02% | -11.38% | -9.47% | -8.64% | 7.86% |
| 2017 | 0.35% | 4.21% | -1.52% | 2.93% | 8.51% | 0.01% | 0.4% | 2.99% | 3.92% | 6.31% | 5.05% | 0.77% | 39.1% |
| 2016 | -0.32% | 4.8% | 6.23% | 0.89% | 7.27% | 2.05% | 3.8% | 2.39% | -1.72% | -4.62% | 0.12% | 2.93% | 25.85% |
| 2015 | 3.92% | 10.92% | 3.88% | -1.98% | 0.48% | -7.22% | 8.52% | -2.73% | 5.45% | 7.64% | -7.72% | -1.71% | 18.92% |
| 2014 | -8.17% | 4.05% | -1.1% | 3.23% | 6.99% | 2.03% | -3.05% | 5.38% | -1.52% | 5.53% | 3.1% | 2.58% | 19.56% |
| 2013 | 3.02% | -2.63% | 9.06% | 1.37% | 7.78% | -1.4% | 8.88% | 2.83% | 7.42% | 10.74% | 8.5% | 4.16% | 77.4% |
| 2012 | 6.3% | 1.54% | -1.12% | -2.93% | -12.84% | 5.96% | -0.47% | 11.86% | -0.74% | -1.63% | 2.88% | -2.35% | 4.5% |
| 2011 | 4.38% | 0.13% | -0.32% | 2.42% | -1.55% | 5.93% | -4.2% | -9.71% | -2.49% | 10.48% | 1.44% | 0.63% | 5.84% |
| 2010 | -3.72% | -3.13% | 2.26% | 11.37% | -19.7% | 0.35% | 6.56% | 5.17% | 7.84% | -3.8% | -6.41% | 7.23% | -0.14% |
| 2009 | 7.58% | 18.46% | 16.92% | 3.98% | -14.42% | 0.53% | 4.16% | 20.56% | -2.83% | 3.53% | 5.62% | 3.27% | 83.64% |
| 2008 | -3.43% | -11.59% | -7.8% | 5.8% | 21.05% | -6.36% | -1.66% | -3.53% | -22.64% | -21.38% | -5.79% | 10.63% | -43.22% |
| 2007 | -3.13% | 1.73% | 1% | -5.24% | -8% | 3.3% | 4.66% | 5.54% | 13.85% | -1.25% | 11.3% |