Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEKAY (NV Bekaert SA ADR) | 25.38% | 41.14% | 6.11% | 14.31% | 2.24% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEKAY (NV Bekaert SA ADR) | 02/03/2012 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.14 | 6.11 | 14.31 | 2.24 | NA | NA | … | … | 25.38 | 19.20 | -20.06 | 35.02 | -10.34 | 64.04 | -15.80 | 17.74 |
| Sharpe Ratio | NA | 1.21 | 0.07 | 0.11 | 0.02 | NA | NA | … | … | 2.22 | 0.40 | -0.47 | 0.60 | -0.02 | 0.06 | -0.06 | 0.02 |
| Standard Deviation(%) | NA | 31.92 | 39.36 | 49.77 | 67.27 | NA | NA | … | … | 30.21 | 41.14 | 50.64 | 47.90 | 312.12 | 512.98 | 266.88 | 554.21 |
| Draw Down(%) | NA | 10.66 | 38.79 | 38.79 | 50.16 | NA | NA | … | … | 9.36 | 17.00 | 35.62 | 20.79 | 30.56 | 0.00 | 18.52 | 15.23 |
| Yield(%) | 0.00 | 0.00 | 2.97 | 4.02 | 1.29 | 1.08 | 0.81 | … | … | 0.00 | 6.06 | 4.24 | 4.05 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEKAY (NV Bekaert SA ADR) |
-0.15%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEKAY (NV Bekaert SA ADR) |
23.98%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart