Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNPQY (BNP Paribas SA ADR) | 13.88% | 28.01% | 27.77% | 17.28% | 13.79% | 7.47% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNPQY (BNP Paribas SA ADR) | 05/24/2007 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.56 | 28.01 | 27.77 | 17.28 | 13.79 | 7.47 | NA | … | … | 13.88 | 70.01 | -5.62 | 30.70 | -11.93 | 37.28 | -10.37 | 41.42 | -36.39 | 22.16 | 18.26 | -1.42 | -22.83 | 38.88 | 55.93 | -36.07 | -17.83 | 96.36 | -58.47 | -9.83 |
| Sharpe Ratio | NA | 0.85 | 0.94 | 0.46 | 0.34 | NA | NA | … | … | 1.17 | 2.20 | -0.38 | 0.97 | -0.32 | 1.34 | -0.17 | 1.66 | -1.76 | 0.90 | 0.44 | -0.05 | -0.92 | 1.31 | 1.18 | -0.52 | -0.36 | 1.31 | -0.81 | -0.58 |
| Standard Deviation(%) | NA | 31.13 | 27.73 | 31.50 | 34.62 | NA | NA | … | … | 34.33 | 30.73 | 24.48 | 28.14 | 41.30 | 27.74 | 62.23 | 24.06 | 21.48 | 24.05 | 41.18 | 28.73 | 24.85 | 29.66 | 47.98 | 68.79 | 50.07 | 73.26 | 72.95 | 32.11 |
| Draw Down(%) | NA | 20.89 | 21.83 | 42.53 | 64.73 | NA | NA | … | … | 19.19 | 20.89 | 21.83 | 22.18 | 42.53 | 20.39 | 55.90 | 14.52 | 45.75 | 13.77 | 25.03 | 16.55 | 28.87 | 22.31 | 38.54 | 60.53 | 40.23 | 43.58 | 61.29 | 19.30 |
| Yield(%) | 0.00 | 6.91 | 8.99 | 7.81 | 7.63 | 4.31 | 2.54 | … | … | 3.09 | 13.96 | 7.19 | 7.25 | 5.70 | 6.05 | 0.00 | 7.54 | 4.97 | 4.70 | 4.71 | 2.64 | 2.75 | 3.37 | 3.83 | 4.44 | 2.48 | 7.03 | 4.62 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNPQY (BNP Paribas SA ADR) |
-22.27%
Sep 2008 – Sep 2011 |
-16.66%
Jun 2007 – Jun 2012 |
-5.00%
Mar 2010 – Mar 2020 |
-2.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNPQY (BNP Paribas SA ADR) |
39.50%
Sep 2022 – Sep 2025 |
29.09%
Mar 2020 – Mar 2025 |
15.56%
Feb 2016 – Feb 2026 |
8.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart