Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLNY (Mersen SA ADR) | NA | 2.94% | 12.48% | 13.40% | NA | NA | NA | … | … |
Data as of 06/21/2024, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLNY (Mersen SA ADR) | 10/04/2016 | 06/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.94 | 12.48 | 13.40 | NA | NA | NA | … | … | 0.00 | 40.08 | 3.66 | 8.54 | 14.32 | -14.83 | 1.41 | 163.92 | -36.90 |
| Sharpe Ratio | NA | -0.02 | 0.26 | 0.22 | NA | NA | NA | … | … | -0.05 | 1.24 | 0.07 | 0.22 | 0.15 | -0.57 | 0.04 | 1.81 | -1.00 |
| Standard Deviation(%) | NA | 46.97 | 38.64 | 54.34 | NA | NA | NA | … | … | 68.38 | 29.20 | 32.52 | 38.56 | 93.57 | 28.45 | 2.35 | 90.63 | 85.28 |
| Draw Down(%) | NA | 28.17 | 28.17 | 54.01 | NA | NA | NA | … | … | 28.17 | 8.94 | 18.28 | 15.69 | 47.35 | 18.17 | 0.79 | 12.31 | 36.90 |
| Yield(%) | 0.00 | 2.85 | 4.54 | 4.63 | 3.67 | 2.45 | 1.84 | … | … | 0.00 | 9.08 | 2.88 | 2.34 | 3.58 | 2.71 | 2.17 | 3.65 | 0.00 |
Data as of 06/21/2024, Common starting date is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLNY (Mersen SA ADR) |
-20.43%
Jun 2017 – Jun 2020 |
-0.60%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLNY (Mersen SA ADR) |
50.70%
Jun 2020 – Jun 2023 |
23.11%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart