Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBOHY (Forbo Holding AG ADR) | 3.19% | 6.81% | -16.47% | -9.71% | -0.51% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBOHY (Forbo Holding AG ADR) | 10/31/2013 | 06/11/2026 |
| 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 (%) | 0.00 | 6.81 | -16.47 | -9.71 | -0.51 | NA | NA | … | … | 3.19 | -44.32 | 1.43 | 1.28 | 1.38 | 25.98 | 2.16 | 19.87 | -17.46 | 45.87 | -0.53 | -6.51 | 57.81 | 0.00 |
| Sharpe Ratio | NA | 0.66 | -0.19 | -0.14 | -0.03 | NA | NA | … | … | 1.07 | -0.56 | -0.02 | -0.03 | 0.00 | 0.74 | 0.02 | 0.53 | -0.65 | 1.38 | -0.02 | -0.23 | 2.47 | 0.00 |
| Standard Deviation(%) | NA | 6.30 | 105.38 | 82.13 | 69.29 | NA | NA | … | … | 4.75 | 84.40 | 138.09 | 84.82 | 9.82 | 35.23 | 92.70 | 34.61 | 29.09 | 32.87 | 43.49 | 27.91 | 23.41 | NA |
| Draw Down(%) | NA | 1.73 | 57.28 | 59.64 | 59.64 | NA | NA | … | … | 0.02 | 57.28 | 46.29 | 41.54 | 5.58 | 10.19 | 36.22 | 24.28 | 26.37 | 15.10 | 31.11 | 18.04 | 1.07 | 0.00 |
| Yield(%) | 0.00 | 3.13 | 1.54 | 1.45 | 1.87 | 2.47 | 1.85 | … | … | 3.03 | 1.58 | 2.21 | 1.26 | 1.36 | 1.39 | 1.54 | 1.59 | 1.20 | 1.69 | 1.53 | 1.37 | 1.82 | 0.00 |
Data as of 06/11/2026, Common starting date is 10/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBOHY (Forbo Holding AG ADR) |
-17.94%
Apr 2022 – Apr 2025 |
-10.27%
Apr 2021 – Apr 2026 |
-1.40%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBOHY (Forbo Holding AG ADR) |
28.67%
Nov 2013 – Nov 2016 |
14.89%
Nov 2013 – Nov 2018 |
10.84%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart