Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARKAY (Arkema SA ADR) | 15.96% | 0.74% | -4.62% | -8.76% | 1.49% | 0.19% | 6.31% | … | … |
Data as of 06/09/2026, Common starting date is 05/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARKAY (Arkema SA ADR) | 05/22/2006 | 06/09/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.64 | 0.74 | -4.62 | -8.76 | 1.49 | 0.19 | 6.31 | … | … | 15.96 | -15.01 | -30.64 | 32.02 | -34.77 | 26.00 | 10.67 | 29.33 | -28.80 | 27.51 | 44.17 | 7.38 | -39.57 | 10.66 | 56.54 | 1.28 | 95.46 | 122.98 | -73.66 | 29.03 | 21.35 |
| Sharpe Ratio | NA | 0.05 | -0.21 | -0.32 | 0.01 | NA | NA | … | … | 1.11 | -0.51 | -1.23 | 1.00 | -0.84 | 1.21 | 0.22 | 0.95 | -1.15 | 1.53 | 1.50 | 0.25 | -1.04 | 0.38 | 1.37 | 0.02 | 2.32 | 2.01 | -1.23 | 0.92 | 0.89 |
| Standard Deviation(%) | NA | 36.45 | 32.77 | 33.92 | 32.27 | NA | NA | … | … | 42.53 | 35.43 | 27.75 | 28.51 | 43.17 | 21.41 | 46.63 | 29.41 | 26.27 | 17.64 | 29.25 | 29.10 | 38.10 | 27.88 | 41.68 | 55.90 | 41.17 | 61.07 | 60.40 | 28.30 | 37.85 |
| Draw Down(%) | NA | 27.17 | 45.61 | 56.49 | 58.60 | NA | NA | … | … | 24.93 | 34.60 | 33.27 | 19.48 | 52.52 | 10.02 | 49.65 | 21.89 | 37.92 | 7.79 | 21.02 | 22.23 | 48.20 | 28.68 | 35.68 | 53.29 | 22.47 | 35.68 | 76.51 | 17.95 | 24.08 |
| Yield(%) | 0.00 | 5.99 | 4.47 | 2.87 | 3.95 | 2.80 | 6.99 | … | … | 6.86 | 5.52 | 3.33 | 3.87 | 2.24 | 2.58 | 2.24 | 3.29 | 2.31 | 2.31 | 3.11 | 3.07 | 4.25 | 2.17 | 2.42 | 1.95 | 1.97 | 4.24 | 1.77 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 05/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARKAY (Arkema SA ADR) |
-16.73%
Jun 2007 – Jun 2010 |
-8.97%
Nov 2020 – Nov 2025 |
0.26%
Sep 2012 – Sep 2022 |
0.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARKAY (Arkema SA ADR) |
94.08%
Feb 2009 – Feb 2012 |
55.16%
Feb 2009 – Feb 2014 |
25.60%
Feb 2009 – Feb 2019 |
18.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart