Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEINY (Heineken NV) | 0.03% | -9.82% | -5.06% | -5.74% | 0.55% | 4.07% | 5.54% | … | … |
Data as of 06/10/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEINY (Heineken NV) | 11/19/1996 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.06 | -9.82 | -5.06 | -5.74 | 0.55 | 4.07 | 5.54 | … | … | 0.03 | 18.35 | -29.20 | 10.55 | -15.49 | 2.04 | 5.98 | 23.66 | -14.18 | 41.57 | -10.98 | 22.98 | 6.42 | 2.32 | 48.74 | -4.33 | 5.17 | 58.80 | -50.97 | 37.58 | 50.20 | -3.88 | -10.70 | -1.61 | 4.58 | -38.21 | 25.00 | -18.33 | 116.14 | -1.98 | -4.58 |
| Sharpe Ratio | NA | -0.64 | -0.42 | -0.37 | -0.09 | NA | NA | … | … | -0.46 | 0.57 | -1.56 | 0.33 | -0.60 | 0.09 | 0.17 | 1.33 | -0.84 | 3.20 | -0.54 | 1.02 | 0.33 | 0.11 | 2.02 | -0.15 | 0.21 | 1.65 | -1.07 | 1.20 | 2.12 | -0.40 | -0.43 | -0.08 | 0.14 | -1.06 | 0.55 | -0.59 | 2.67 | -0.21 | -2.41 |
| Standard Deviation(%) | NA | 24.08 | 23.85 | 24.52 | 23.10 | NA | NA | … | … | 25.75 | 27.32 | 21.01 | 21.18 | 28.41 | 22.35 | 33.20 | 16.70 | 18.60 | 12.84 | 20.59 | 22.45 | 19.51 | 21.66 | 24.32 | 28.56 | 24.74 | 35.64 | 48.62 | 28.80 | 22.22 | 15.46 | 27.32 | 28.08 | 24.50 | 38.91 | 38.05 | 36.90 | 42.20 | 27.08 | 15.82 |
| Draw Down(%) | NA | 20.87 | 38.38 | 43.51 | 43.51 | NA | NA | … | … | 20.87 | 17.30 | 31.87 | 25.39 | 30.95 | 21.13 | 33.50 | 12.44 | 22.93 | 9.81 | 23.53 | 9.97 | 10.71 | 16.79 | 17.23 | 30.27 | 22.09 | 25.23 | 60.14 | 10.67 | 6.52 | 11.39 | 31.24 | 19.25 | 20.39 | 44.35 | 23.39 | 35.37 | 16.31 | 19.25 | 7.82 |
| Yield(%) | 0.00 | 2.45 | 2.05 | 1.54 | 1.86 | 2.68 | 3.53 | … | … | 1.71 | 3.11 | 1.87 | 2.19 | 1.39 | 0.79 | 1.06 | 2.13 | 1.75 | 2.02 | 1.85 | 1.90 | 1.82 | 1.77 | 2.31 | 2.30 | 1.81 | 2.48 | 1.72 | 1.91 | 1.47 | 1.56 | 1.42 | 1.08 | 0.80 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEINY (Heineken NV) |
-16.36%
Jun 2000 – Jun 2003 |
-12.19%
Jun 2000 – Jun 2005 |
-5.58%
Feb 1999 – Feb 2009 |
1.99%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEINY (Heineken NV) |
32.27%
Oct 2004 – Oct 2007 |
22.74%
Feb 2009 – Feb 2014 |
16.26%
Feb 2009 – Feb 2019 |
10.86%
Sep 2004 – Sep 2019 |
Annualized Rolling Returns Comparison Chart