Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGZNF (Aegean Airlines S.A) | -9.85% | 2.68% | 25.90% | 20.93% | 10.44% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGZNF (Aegean Airlines S.A) | 01/09/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.68 | 25.90 | 20.93 | 10.44 | NA | NA | … | … | -9.85 | 86.91 | -23.70 | 164.44 | 0.93 | -12.22 | -40.22 | 3.67 | 12.63 | 37.60 | -6.75 | 11.17 |
| Sharpe Ratio | NA | 0.00 | 0.76 | 0.50 | 0.20 | NA | NA | … | … | -0.85 | 3.26 | -1.06 | 3.93 | -0.01 | -0.25 | -0.45 | 0.23 | 0.66 | 1.22 | -0.26 | 0.73 |
| Standard Deviation(%) | NA | 22.97 | 29.68 | 37.51 | 43.05 | NA | NA | … | … | 28.15 | 25.90 | 25.81 | 41.42 | 54.41 | 49.34 | 88.73 | 9.54 | 17.21 | 30.47 | 26.57 | 15.63 |
| Draw Down(%) | NA | 15.73 | 29.86 | 36.62 | 71.14 | NA | NA | … | … | 15.73 | 4.00 | 29.86 | 0.00 | 33.33 | 27.07 | 71.14 | 4.44 | 8.23 | 4.60 | 18.47 | 6.73 |
| Yield(%) | 0.00 | 7.13 | 13.49 | 10.49 | 7.01 | 5.40 | 4.05 | … | … | 6.26 | 17.61 | 6.07 | 0.00 | 0.00 | 0.00 | 0.00 | 5.75 | 5.60 | 5.31 | 8.68 | 8.05 |
Data as of 06/10/2026, Common starting date is 01/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZNF (Aegean Airlines S.A) |
-30.12%
Oct 2017 – Oct 2020 |
-14.84%
Oct 2015 – Oct 2020 |
5.94%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZNF (Aegean Airlines S.A) |
67.66%
Sep 2022 – Sep 2025 |
46.69%
Oct 2020 – Oct 2025 |
13.37%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart