21.81%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| BTI | British American Tobacco Plc | 1999-11-02 | 2023-11-27 | Equity | |
Benchmark |
|||||
| SPY | SPDR S&P 500 ETF Trust | 1999-11-02 | 2023-11-27 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| BTI | -0.02 | 1.35 | 4.35 | 0.04 | -9.68 | 0.45 | 1.45 | -0.64 | 9.89 | 1999-11-02 |
| Benchmark | -0.15 | 0.69 | 8.47 | 3.09 | 12.31 | 7.97 | 10.89 | 9.77 | 5.90 | 1999-11-02 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| BTI | 0.20 | 0.56 | 0.60 | 0.58 | 11.67 | 14.68 | 14.78 | 21.81 | 1999-11-02 |
| Benchmark | 0.35 | 0.62 | 0.69 | 0.75 | 14.89 | 17.72 | 14.62 | 17.13 | 1999-11-02 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| BTI | -0.95 | 0.04 | 0.15 | -0.04 | 0.96 | 1999-11-02 |
| Benchmark | 1.06 | 0.72 | 0.99 | 0.87 | 0.56 | 1999-11-02 |
| BTI | |
| BTI | 1 |
name: Big Tobacco
benchmark:
id: SPY
assets:
- type: Security
id: BTI
policy:
rebalancing_interval: Quarterly
weights_algorithm: EqualWeight
weights_updating_interval: Never