Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) | 22.16% | 15.80% | 15.01% | 2.51% | 6.88% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) | 04/25/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.37 | 15.80 | 15.01 | 2.51 | 6.88 | NA | NA | … | … | 22.16 | 40.44 | -17.44 | 10.89 | -28.11 | 24.29 | 0.28 | 17.07 | -11.11 | 32.56 | -1.53 |
| Sharpe Ratio | NA | 0.22 | 0.09 | -0.03 | 0.05 | NA | NA | … | … | 0.27 | 0.56 | -0.27 | 0.10 | -0.32 | 0.52 | 0.00 | 0.34 | -0.81 | 1.60 | -0.12 |
| Standard Deviation(%) | NA | 80.38 | 80.47 | 78.05 | 89.99 | NA | NA | … | … | 111.67 | 66.79 | 77.29 | 74.78 | 92.78 | 46.22 | 214.31 | 46.52 | 15.50 | 20.00 | 19.66 |
| Draw Down(%) | NA | 38.02 | 38.02 | 48.83 | 70.16 | NA | NA | … | … | 38.02 | 24.76 | 26.68 | 28.54 | 48.83 | 16.24 | 70.16 | 32.73 | 14.01 | 0.00 | 14.65 |
| Yield(%) | 0.00 | 6.34 | 6.08 | 3.57 | 4.63 | 3.17 | 2.38 | … | … | 6.68 | 8.22 | 3.47 | 3.64 | 2.51 | 2.90 | 3.69 | 3.71 | 3.38 | 6.36 | 3.69 |
Data as of 06/10/2026, Common starting date is 04/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) |
-13.02%
Dec 2021 – Dec 2024 |
-5.01%
Feb 2020 – Feb 2025 |
6.49%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) |
15.97%
Jul 2017 – Jul 2020 |
13.71%
Jul 2016 – Jul 2021 |
6.49%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart