Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCHGY (Coca Cola HBC AG ADR) | 19.63% | 17.41% | 30.64% | 13.62% | 14.95% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCHGY (Coca Cola HBC AG ADR) | 04/30/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.18 | 17.41 | 30.64 | 13.62 | 14.95 | NA | NA | … | … | 19.63 | 54.57 | 20.02 | 27.36 | -28.97 | 9.37 | -2.94 | 19.29 | -4.37 | 56.49 | 3.89 | 13.09 | -33.72 | 15.82 |
| Sharpe Ratio | NA | 0.35 | 1.09 | 0.39 | 0.45 | NA | NA | … | … | 1.24 | 2.02 | 0.87 | 1.19 | -0.76 | 0.41 | -0.06 | 0.67 | -0.22 | 2.79 | 0.12 | 0.40 | -1.42 | 0.80 |
| Standard Deviation(%) | NA | 23.95 | 22.80 | 26.92 | 29.89 | NA | NA | … | … | 26.59 | 25.70 | 18.93 | 20.16 | 39.91 | 22.92 | 51.80 | 26.50 | 26.09 | 20.08 | 31.74 | 32.46 | 23.76 | 30.37 |
| Draw Down(%) | NA | 18.47 | 20.29 | 50.79 | 50.79 | NA | NA | … | … | 14.71 | 18.47 | 10.20 | 20.29 | 48.18 | 20.94 | 50.43 | 17.26 | 24.22 | 12.40 | 16.41 | 15.79 | 35.11 | 17.34 |
| Yield(%) | 0.00 | 2.63 | 4.07 | 3.18 | 5.29 | 3.20 | 2.40 | … | … | 2.72 | 3.48 | 3.41 | 3.70 | 2.17 | 2.36 | 2.13 | 9.27 | 1.26 | 2.27 | 2.10 | 2.20 | 1.63 | 2.44 |
Data as of 06/10/2026, Common starting date is 04/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCHGY (Coca Cola HBC AG ADR) |
-12.55%
Apr 2019 – Apr 2022 |
-5.68%
Sep 2017 – Sep 2022 |
1.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCHGY (Coca Cola HBC AG ADR) |
40.64%
Apr 2022 – Apr 2025 |
21.68%
Jan 2015 – Jan 2020 |
16.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart