Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVDNY (Givaudan SA ADR) | 2.31% | -20.46% | 9.39% | -1.57% | 9.94% | 11.70% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVDNY (Givaudan SA ADR) | 12/12/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.23 | -20.46 | 9.39 | -1.57 | 9.94 | 11.70 | NA | … | … | 2.31 | -7.58 | 6.65 | 38.78 | -40.74 | 27.00 | 37.70 | 38.47 | 2.90 | 30.48 | 3.59 | 3.89 | 29.65 | 39.59 | 11.56 | -9.02 | 37.80 | 9.41 | 12.50 |
| Sharpe Ratio | NA | -1.31 | 0.08 | -0.20 | 0.33 | NA | NA | … | … | -0.70 | -0.41 | 0.15 | 1.61 | -1.24 | 1.52 | 1.40 | 2.78 | 0.10 | 2.03 | 0.17 | 0.20 | 1.78 | 1.89 | 0.54 | -0.27 | 1.46 | 0.12 | 12.47 |
| Standard Deviation(%) | NA | 23.19 | 22.79 | 25.07 | 22.09 | NA | NA | … | … | 24.25 | 25.65 | 20.28 | 22.04 | 34.21 | 17.80 | 26.63 | 13.29 | 15.85 | 14.78 | 20.07 | 19.48 | 16.64 | 20.91 | 21.59 | 33.01 | 25.89 | 80.45 | 87.09 |
| Draw Down(%) | NA | 33.91 | 37.00 | 46.61 | 46.61 | NA | NA | … | … | 17.22 | 25.76 | 22.70 | 13.22 | 46.38 | 15.48 | 18.58 | 8.78 | 8.54 | 6.90 | 18.20 | 16.49 | 10.48 | 11.01 | 9.21 | 32.09 | 17.43 | 38.58 | 11.76 |
| Yield(%) | 0.00 | 1.81 | 2.59 | 1.66 | 3.69 | 5.68 | 7.13 | … | … | 2.32 | 1.78 | 1.93 | 2.37 | 1.37 | 1.66 | 2.01 | 2.61 | 2.61 | 3.10 | 3.13 | 2.92 | 3.53 | 3.35 | 2.18 | 1.94 | 2.32 | 5.29 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDNY (Givaudan SA ADR) |
-7.10%
Sep 2020 – Sep 2023 |
-1.65%
May 2021 – May 2026 |
8.00%
Mar 2016 – Mar 2026 |
10.74%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDNY (Givaudan SA ADR) |
34.28%
Dec 2018 – Dec 2021 |
27.38%
Mar 2009 – Mar 2014 |
22.46%
Sep 2011 – Sep 2021 |
18.20%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart