Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARZGY (Assicurazioni Generali SpA ADR) | 17.38% | 35.88% | 40.19% | 24.74% | 19.63% | 10.87% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARZGY (Assicurazioni Generali SpA ADR) | 10/27/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.87 | 35.88 | 40.19 | 24.74 | 19.63 | 10.87 | NA | … | … | 17.38 | 55.46 | 40.84 | 26.74 | -10.62 | 31.56 | -12.92 | 30.74 | -2.67 | 31.38 | -15.96 | -6.24 | 24.42 | 20.96 | -35.43 | 11.48 | -5.23 | 0.00 |
| Sharpe Ratio | NA | 1.14 | 1.79 | 0.94 | 0.65 | NA | NA | … | … | 1.08 | 2.41 | 2.17 | 1.20 | -0.38 | 1.86 | -0.33 | 1.21 | -0.14 | 1.32 | -0.41 | -0.28 | 0.53 | 0.40 | -0.69 | 0.62 | -0.17 | 0.00 |
| Standard Deviation(%) | NA | 19.91 | 19.57 | 22.38 | 26.80 | NA | NA | … | … | 22.80 | 21.90 | 17.18 | 19.36 | 31.51 | 16.96 | 39.68 | 24.23 | 28.47 | 23.37 | 39.75 | 22.29 | 46.34 | 52.58 | 51.58 | 18.44 | 30.93 | NA |
| Draw Down(%) | NA | 10.95 | 11.38 | 38.69 | 48.78 | NA | NA | … | … | 10.95 | 11.38 | 8.74 | 10.39 | 38.69 | 9.69 | 47.95 | 11.08 | 22.67 | 15.30 | 38.14 | 19.71 | 24.33 | 23.63 | 50.08 | 9.62 | 27.73 | 0.00 |
| Yield(%) | 0.00 | 5.30 | 8.31 | 7.55 | 9.19 | 4.96 | 3.63 | … | … | 4.57 | 5.71 | 6.46 | 7.20 | 5.52 | 10.19 | 2.64 | 6.10 | 5.66 | 5.93 | 4.49 | 3.20 | 3.65 | 1.82 | 1.07 | 3.08 | 1.88 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARZGY (Assicurazioni Generali SpA ADR) |
-13.25%
Feb 2010 – Feb 2013 |
-9.07%
Nov 2011 – Nov 2016 |
-2.92%
Mar 2010 – Mar 2020 |
5.87%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARZGY (Assicurazioni Generali SpA ADR) |
49.71%
Sep 2022 – Sep 2025 |
31.31%
Oct 2020 – Oct 2025 |
18.99%
May 2016 – May 2026 |
10.47%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart