Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLHEY (Baloise Holding Ltd ADR) | NA | 26.69% | 23.35% | 14.10% | 10.34% | 10.19% | NA | … | … |
Data as of 12/26/2025, Common starting date is 06/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLHEY (Baloise Holding Ltd ADR) | 06/04/2010 | 12/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.69 | 23.35 | 14.10 | 10.34 | 10.19 | NA | … | … | 26.69 | 29.00 | 14.84 | -6.62 | 10.36 | -17.17 | 26.02 | 1.66 | 27.19 | 2.43 | 1.52 | 9.85 | 67.39 | -15.60 | 11.16 | 35.56 |
| Sharpe Ratio | NA | 0.71 | 0.59 | 0.30 | 0.27 | NA | NA | … | … | 0.74 | 0.74 | 0.33 | -0.28 | 0.21 | -0.31 | 1.64 | 0.02 | 1.81 | 0.10 | 0.10 | 0.89 | 1.95 | -0.42 | 0.25 | 0.30 |
| Standard Deviation(%) | NA | 33.31 | 33.79 | 39.23 | 33.02 | NA | NA | … | … | 33.02 | 34.29 | 34.42 | 29.22 | 50.06 | 55.56 | 14.98 | 12.47 | 14.75 | 22.16 | 15.53 | 11.09 | 34.57 | 37.34 | 41.20 | 268.73 |
| Draw Down(%) | NA | 15.92 | 15.92 | 30.20 | 30.20 | NA | NA | … | … | 15.92 | 14.29 | 13.50 | 30.20 | 20.58 | 26.31 | 6.05 | 6.52 | 5.58 | 18.09 | 13.59 | 8.63 | 4.83 | 34.32 | 10.61 | 0.00 |
| Yield(%) | 0.00 | 2.88 | 5.18 | 4.06 | 4.54 | 5.41 | 6.01 | … | … | 2.88 | 5.48 | 5.70 | 4.49 | 0.00 | 3.63 | 3.95 | 3.67 | 4.25 | 4.02 | 4.14 | 4.35 | 5.96 | 2.99 | 5.10 | 0.00 |
Data as of 12/26/2025, Common starting date is 06/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHEY (Baloise Holding Ltd ADR) |
-6.44%
Nov 2019 – Nov 2022 |
0.64%
Oct 2017 – Oct 2022 |
6.20%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHEY (Baloise Holding Ltd ADR) |
33.23%
Jul 2012 – Jul 2015 |
25.61%
Jun 2012 – Jun 2017 |
15.14%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart