Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVVBY (Bureau Veritas SA) | -4.64% | -8.36% | 8.97% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVVBY (Bureau Veritas SA) | 07/21/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.61 | -8.36 | 8.97 | NA | NA | NA | NA | … | … | -4.64 | 9.12 | 22.87 | -0.75 | -19.56 | 3.37 |
| Sharpe Ratio | NA | -0.47 | 0.25 | NA | NA | NA | NA | … | … | -0.44 | 0.29 | 0.87 | -0.22 | -0.67 | 0.35 |
| Standard Deviation(%) | NA | 23.32 | 22.98 | NA | NA | NA | NA | … | … | 29.59 | 21.72 | 22.03 | 20.33 | 31.39 | 21.37 |
| Draw Down(%) | NA | 15.06 | 20.11 | NA | NA | NA | NA | … | … | 15.06 | 16.80 | 14.29 | 21.32 | 33.90 | 10.60 |
| Yield(%) | 0.00 | 6.25 | 4.99 | 2.73 | 1.36 | 0.91 | 0.68 | … | … | 3.43 | 3.58 | 3.56 | 3.21 | 1.63 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVVBY (Bureau Veritas SA) |
-0.64%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| BVVBY (Bureau Veritas SA) |
15.67%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart