Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESLOY (Essilor International SA) | -35.86% | -27.53% | 5.56% | 4.16% | 5.53% | 7.63% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESLOY (Essilor International SA) | 01/31/2008 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.30 | -27.53 | 5.56 | 4.16 | 5.53 | 7.63 | NA | … | … | -35.86 | 33.44 | 22.45 | 12.96 | -13.83 | 38.51 | 2.43 | 23.58 | -7.18 | 23.53 | -8.97 | 13.74 | 5.22 | 5.64 | 47.66 | 10.67 | 10.06 | 29.03 | -16.93 |
| Sharpe Ratio | NA | -0.92 | 0.09 | 0.07 | 0.15 | NA | NA | … | … | -1.71 | 1.10 | 0.99 | 0.42 | -0.41 | 1.74 | 0.06 | 1.01 | -0.43 | 1.04 | -0.39 | 0.56 | 0.27 | 0.23 | 1.98 | 0.41 | 0.49 | 0.94 | -0.42 |
| Standard Deviation(%) | NA | 32.73 | 26.18 | 28.14 | 27.15 | NA | NA | … | … | 39.27 | 28.03 | 19.06 | 22.12 | 37.14 | 22.14 | 38.40 | 21.98 | 19.92 | 22.00 | 23.77 | 24.29 | 19.35 | 24.33 | 24.30 | 25.82 | 20.49 | 30.65 | 45.03 |
| Draw Down(%) | NA | 46.23 | 46.23 | 46.23 | 46.23 | NA | NA | … | … | 40.23 | 16.88 | 8.74 | 15.56 | 36.62 | 11.34 | 37.22 | 16.57 | 17.98 | 13.15 | 25.56 | 15.03 | 14.23 | 16.10 | 12.28 | 19.10 | 14.03 | 31.85 | 45.89 |
| Yield(%) | 0.00 | 1.67 | 2.50 | 2.20 | 2.07 | 2.79 | 3.31 | … | … | 1.50 | 1.88 | 2.13 | 1.97 | 1.25 | 0.84 | 0.92 | 1.81 | 1.38 | 1.42 | 1.03 | 1.02 | 1.24 | 1.12 | 1.57 | 1.82 | 1.61 | 1.86 | 1.67 |
Data as of 06/05/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESLOY (Essilor International SA) |
-2.96%
Mar 2016 – Mar 2019 |
-0.18%
Oct 2015 – Oct 2020 |
4.95%
Sep 2012 – Sep 2022 |
7.82%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESLOY (Essilor International SA) |
36.35%
Sep 2022 – Sep 2025 |
26.56%
Oct 2020 – Oct 2025 |
14.72%
Feb 2009 – Feb 2019 |
14.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart