Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLUIF (Fluidra S.A) | NA | 41.48% | 29.26% | 15.78% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLUIF (Fluidra S.A) | 04/11/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.48 | 29.26 | 15.78 | NA | NA | NA | … | … | 19.63 | 18.29 | 50.27 | -59.61 | 52.63 | 111.03 | 9.69 |
| Sharpe Ratio | NA | 1.06 | 0.86 | 0.35 | NA | NA | NA | … | … | 0.98 | 0.46 | 1.53 | -1.07 | 1.41 | 2.29 | 0.47 |
| Standard Deviation(%) | NA | 36.38 | 30.21 | 38.70 | NA | NA | NA | … | … | 25.27 | 31.74 | 30.72 | 57.08 | 37.38 | 48.21 | 25.94 |
| Draw Down(%) | NA | 21.28 | 21.28 | 68.89 | NA | NA | NA | … | … | 17.61 | 12.45 | 16.82 | 65.78 | 9.10 | 20.53 | 8.40 |
| Yield(%) | 0.00 | 4.33 | 6.26 | 4.87 | 3.55 | 2.37 | 1.78 | … | … | 1.47 | 5.68 | 5.41 | 2.47 | 1.75 | 1.91 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLUIF (Fluidra S.A) |
-17.31%
Jul 2021 – Jul 2024 |
13.19%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLUIF (Fluidra S.A) |
35.52%
May 2019 – May 2022 |
22.34%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart