Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRRLY (Barry Callebaut AG) | -11.40% | 38.83% | -7.40% | -7.33% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRRLY (Barry Callebaut AG) | 12/24/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.58 | 38.83 | -7.40 | -7.33 | NA | NA | NA | … | … | -11.40 | 27.34 | -19.82 | -9.31 | -20.83 | 12.78 | 7.49 | 30.99 | 0.00 |
| Sharpe Ratio | NA | 0.94 | -0.32 | -0.23 | NA | NA | NA | … | … | -0.63 | 0.53 | -0.63 | -0.34 | -0.41 | 0.67 | 0.30 | 1.00 | 0.00 |
| Standard Deviation(%) | NA | 42.62 | 41.85 | 43.48 | NA | NA | NA | … | … | 42.67 | 46.75 | 37.43 | 38.45 | 54.26 | 18.97 | 23.84 | 29.51 | NA |
| Draw Down(%) | NA | 31.15 | 56.54 | 66.02 | NA | NA | NA | … | … | 31.15 | 36.52 | 28.51 | 40.48 | 38.66 | 10.38 | 14.73 | 2.38 | 0.00 |
| Yield(%) | 0.00 | 3.44 | 1.76 | 1.39 | 1.36 | 0.90 | 0.68 | … | … | 2.19 | 2.40 | 2.20 | 1.48 | 1.25 | 1.15 | 1.32 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRLY (Barry Callebaut AG) |
-25.53%
Apr 2022 – Apr 2025 |
-15.44%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRLY (Barry Callebaut AG) |
22.39%
Jan 2019 – Jan 2022 |
5.02%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart