Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZIHY (Azimut Holding SpA ADR) | NA | -1.45% | 16.38% | 16.34% | 17.86% | NA | NA | … | … |
Data as of 06/12/2023, Common starting date is 02/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZIHY (Azimut Holding SpA ADR) | 02/21/2013 | 06/12/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.45 | 16.38 | 16.34 | 17.86 | NA | NA | … | … | -1.45 | 13.84 | 4.07 | 5.32 | 144.83 | -41.54 | 15.90 | -18.55 | 12.25 | -9.35 | 231.89 |
| Sharpe Ratio | NA | -0.13 | 0.44 | 0.29 | 0.28 | NA | NA | … | … | -0.28 | 0.27 | 1.41 | 0.09 | 1.83 | -0.80 | 0.43 | -0.21 | 0.45 | -0.59 | 2.44 |
| Standard Deviation(%) | NA | 36.45 | 34.25 | 52.15 | 61.71 | NA | NA | … | … | 28.51 | 46.39 | 2.87 | 57.47 | 78.53 | 53.64 | 35.30 | 87.91 | 27.28 | 15.92 | 124.14 |
| Draw Down(%) | NA | 17.31 | 17.31 | 50.25 | 56.69 | NA | NA | … | … | 17.31 | 14.63 | 0.00 | 46.48 | 39.59 | 53.85 | 22.62 | 45.43 | 17.54 | 17.51 | 3.02 |
| Yield(%) | 0.00 | 5.87 | 5.91 | 8.69 | 15.34 | 10.79 | 8.09 | … | … | 5.26 | 6.33 | 0.00 | 9.34 | 15.26 | 6.14 | 5.91 | 6.78 | 3.76 | 3.78 | 8.48 |
Data as of 06/12/2023, Common starting date is 02/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZIHY (Azimut Holding SpA ADR) |
-20.26%
Oct 2015 – Oct 2018 |
-10.90%
Dec 2013 – Dec 2018 |
17.86%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZIHY (Azimut Holding SpA ADR) |
49.73%
Mar 2013 – Mar 2016 |
28.28%
Apr 2013 – Apr 2018 |
18.98%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart