Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BESIY (BE Semiconductor Industries NV ADR) | 95.54% | 142.39% | 43.02% | 32.41% | 40.53% | 36.80% | 29.89% | … | … |
Data as of 06/05/2026, Common starting date is 12/05/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BESIY (BE Semiconductor Industries NV ADR) | 12/05/1995 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.79 | 142.39 | 43.02 | 32.41 | 40.53 | 36.80 | 29.89 | … | … | 95.54 | 17.30 | -7.59 | 158.68 | -24.87 | 44.31 | 61.85 | 94.35 | -48.79 | 156.32 | 77.82 | -9.58 | 104.15 | 59.02 | 12.44 | 11.21 | 81.11 | 80.00 | -63.37 | -7.30 | 26.39 | -17.38 | -33.57 | 92.95 | -47.31 | -8.49 | -32.41 | 140.00 | -41.56 | -23.00 | -3.85 | -11.11 |
| Sharpe Ratio | NA | 2.69 | 0.81 | 0.59 | 0.79 | NA | NA | … | … | 6.08 | 0.31 | -0.22 | 3.88 | -0.44 | 0.91 | 1.05 | 2.30 | -0.91 | 4.19 | 1.81 | -0.17 | 2.94 | 2.05 | 0.47 | 0.18 | 2.14 | 1.32 | -1.05 | -0.36 | 0.61 | -0.49 | -0.91 | 1.70 | -0.63 | -0.13 | -0.47 | 2.14 | -0.78 | -0.57 | -0.21 | -2.14 |
| Standard Deviation(%) | NA | 51.99 | 49.19 | 50.89 | 49.12 | NA | NA | … | … | 61.79 | 47.42 | 50.20 | 40.45 | 59.79 | 48.56 | 58.15 | 40.41 | 55.40 | 37.36 | 42.81 | 56.07 | 35.38 | 28.84 | 26.31 | 63.65 | 37.79 | 60.44 | 61.06 | 29.35 | 37.98 | 40.40 | 38.08 | 54.29 | 76.69 | 86.72 | 78.69 | 63.79 | 57.56 | 46.56 | 35.77 | 40.27 |
| Draw Down(%) | NA | 22.40 | 54.07 | 55.58 | 65.67 | NA | NA | … | … | 22.40 | 42.71 | 44.43 | 24.84 | 54.86 | 25.67 | 46.02 | 26.07 | 65.67 | 9.94 | 13.10 | 54.26 | 12.94 | 13.98 | 19.73 | 49.74 | 25.54 | 36.65 | 64.60 | 35.19 | 26.96 | 31.33 | 48.61 | 30.70 | 65.46 | 62.15 | 73.76 | 33.80 | 65.52 | 50.32 | 37.76 | 14.53 |
| Yield(%) | 0.00 | 1.47 | 2.03 | 3.07 | 7.47 | 17.69 | 21.59 | … | … | 1.06 | 1.78 | 1.54 | 5.03 | 4.12 | 3.30 | 2.82 | 8.85 | 1.68 | 1.43 | 3.00 | 7.47 | 4.15 | 5.24 | 4.16 | 8.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/05/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BESIY (BE Semiconductor Industries NV ADR) |
-46.64%
Feb 2000 – Feb 2003 |
-26.05%
Jan 2004 – Jan 2009 |
-15.98%
Feb 2000 – Feb 2010 |
-5.54%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BESIY (BE Semiconductor Industries NV ADR) |
73.95%
Oct 2018 – Oct 2021 |
72.40%
Feb 2013 – Feb 2018 |
45.10%
Aug 2011 – Aug 2021 |
46.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart