Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EADSY (Airbus Group NV) | -12.09% | 9.36% | 15.29% | 10.27% | 15.03% | 15.48% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EADSY (Airbus Group NV) | 01/10/2007 | 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 (%) | 2.99 | 9.36 | 15.29 | 10.27 | 15.03 | 15.48 | NA | … | … | -12.09 | 48.69 | 5.64 | 32.11 | -5.90 | 16.32 | -22.67 | 56.77 | -2.46 | 53.81 | -0.27 | 39.12 | -33.90 | 95.55 | 28.63 | 35.26 | 17.84 | 20.84 | -47.21 | 0.20 |
| Sharpe Ratio | NA | 0.26 | 0.49 | 0.27 | 0.36 | NA | NA | … | … | -0.65 | 1.56 | 0.08 | 1.23 | -0.18 | 0.49 | -0.30 | 2.34 | -0.14 | 2.68 | -0.02 | 1.36 | -1.26 | 3.66 | 0.84 | 0.75 | 0.50 | 0.43 | -0.74 | -0.09 |
| Standard Deviation(%) | NA | 29.74 | 27.99 | 31.30 | 36.66 | NA | NA | … | … | 38.08 | 29.52 | 25.22 | 23.42 | 40.87 | 33.06 | 76.21 | 23.59 | 27.30 | 19.96 | 29.04 | 28.81 | 26.98 | 26.08 | 34.17 | 47.25 | 35.45 | 48.07 | 65.16 | 30.95 |
| Draw Down(%) | NA | 28.86 | 28.86 | 37.61 | 65.31 | NA | NA | … | … | 28.86 | 21.50 | 24.66 | 15.21 | 36.06 | 20.56 | 65.31 | 15.89 | 28.84 | 5.64 | 19.41 | 20.11 | 34.69 | 12.21 | 22.73 | 26.59 | 21.78 | 40.39 | 59.66 | 21.85 |
| Yield(%) | 0.00 | 2.00 | 2.44 | 2.04 | 3.56 | 5.91 | 4.34 | … | … | 1.56 | 2.07 | 1.96 | 1.58 | 1.26 | 0.00 | 1.35 | 1.97 | 1.85 | 2.18 | 2.23 | 2.74 | 2.38 | 1.92 | 1.74 | 1.35 | 0.00 | 1.56 | 0.63 | 0.50 |
Data as of 06/10/2026, Common starting date is 01/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EADSY (Airbus Group NV) |
-16.42%
Apr 2007 – Apr 2010 |
-0.10%
Sep 2017 – Sep 2022 |
8.81%
Oct 2013 – Oct 2023 |
8.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EADSY (Airbus Group NV) |
53.61%
Mar 2009 – Mar 2012 |
45.61%
Mar 2009 – Mar 2014 |
29.61%
Mar 2009 – Mar 2019 |
22.15%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart