To try and do this I have calculated how much the HYP has grown (the capital value includes dividend) over 3, 5 and 10 years and compared this to the CTY over the same period using the CTY NAV (not sure if this is the correct comparison).
Could someone please confirm or correct me if the below are wrong?
Source figures for my HYP are here: https://www.lemonfool.co.uk/viewtopic.php?t=17269
Source figures for City of London are here: https://www.theaic.co.uk/companydata/335/performance
My HYP Performance
If £1000 invested in HYP 3 years ago
HYP Start Value | £1,243 | £1,199 | £1,165 | £1,000
HYP Capital Annual Growth % | 3.7% | 2.9% | 16.5% |
HYP 3 year Growth % | 24.3% | | |
| | | |
3 years City of London Ord NAV | 23.6% | | |
If £1000 invested in HYP 5 years ago
Start Value | £1,234 | £1,190 | £1,157 | £993 | £1,055 | £1,000
HYP Capital Annual Growth % | 3.7% | 2.9% | 16.5% | -5.8% | 5.5% |
HYP 5 year Growth % | 23.4% | | | | |
5 years City of London Ord NAV | 30.4% | | | | |
If £1000 invested in HYP 10 years ago
Start Value | £2,307 | £2,225 | £2,163 | £1,856 | £1,971 | £1,869 | £1,647 | £1,277 | £1,411 | £1,189 | £1,000
HYP Capital Annual Growth % | 3.7% | 2.9% | 16.5% | -5.8% | 5.5% | 13.4% | 29.0% | -9.4% | 18.7% | 18.9% |
HYP 10 year Growth % | 130.7% | | | | | | | | | |
10 years City of London Ord NAV | 205.0% | | | | | | | | | |
At the moment I am comparing my HYP Total Value to the IT NAV. I get the impression from the above figures this may not be a valid comparison. Clearly there is a big difference between the 10 years figures of my HYP vs CTY.
Regards
ToDM