Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSUF (Fagron NV) | 16.35% | 36.51% | 14.83% | 5.28% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSUF (Fagron NV) | 02/22/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.51 | 14.83 | 5.28 | NA | NA | NA | … | … | 16.35 | 19.68 | 10.32 | 38.90 | -12.10 | -32.55 | 14.20 | 33.29 | 22.85 | 17.02 |
| Sharpe Ratio | NA | 1.22 | 0.55 | 0.10 | NA | NA | NA | … | … | 1.92 | 0.70 | 0.55 | 0.92 | -0.42 | -1.44 | 0.13 | 1.50 | 0.78 | 0.65 |
| Standard Deviation(%) | NA | 27.71 | 20.88 | 27.78 | NA | NA | NA | … | … | 22.10 | 24.02 | 12.16 | 38.49 | 32.24 | 22.56 | 108.51 | 21.18 | 27.70 | 29.82 |
| Draw Down(%) | NA | 6.75 | 13.87 | 43.57 | NA | NA | NA | … | … | 3.02 | 6.75 | 3.93 | 13.87 | 27.92 | 35.75 | 42.57 | 4.67 | 20.88 | 15.46 |
| Yield(%) | 0.00 | 3.97 | 2.69 | 1.77 | 2.25 | 1.50 | 1.12 | … | … | 3.38 | 1.97 | 1.76 | 2.01 | 1.34 | 0.94 | 0.43 | 0.00 | 0.94 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSUF (Fagron NV) |
-12.19%
Dec 2019 – Dec 2022 |
-2.40%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSUF (Fagron NV) |
28.20%
Feb 2023 – Feb 2026 |
10.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart