Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOBCF (Ion Beam Applications SA) | 22.94% | 38.63% | 4.36% | -1.67% | -7.88% | 4.46% | 1.28% | … | … |
Data as of 06/08/2026, Common starting date is 10/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOBCF (Ion Beam Applications SA) | 10/02/2001 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.11 | 38.63 | 4.36 | -1.67 | -7.88 | 4.46 | 1.28 | … | … | 22.94 | 12.36 | 13.94 | -24.76 | 0.03 | 13.64 | 4.25 | -0.82 | -49.82 | -32.42 | 21.72 | 108.59 | 120.50 | 7.33 | 25.00 | -43.48 | -12.87 | 19.90 | -61.21 | 13.36 | 163.15 | -3.78 | 74.53 | 4.95 | -68.44 | -1.54 |
| Sharpe Ratio | NA | 1.10 | 0.06 | -0.05 | -0.17 | NA | NA | … | … | 1.80 | 0.22 | 0.22 | -0.77 | -0.03 | 0.32 | 0.06 | -0.07 | -0.73 | -0.50 | 0.54 | 2.72 | 2.85 | 0.39 | 0.45 | -0.81 | -0.33 | 0.29 | -0.95 | 0.33 | 3.16 | -0.24 | 1.82 | 0.02 | -0.40 | -0.06 |
| Standard Deviation(%) | NA | 37.76 | 42.93 | 44.13 | 51.31 | NA | NA | … | … | 41.46 | 42.46 | 46.84 | 37.26 | 50.97 | 42.70 | 68.05 | 34.15 | 70.67 | 66.62 | 39.60 | 39.89 | 42.31 | 18.69 | 55.67 | 54.04 | 39.02 | 68.78 | 65.33 | 31.05 | 50.93 | 25.26 | 40.42 | 197.96 | 175.37 | 119.39 |
| Draw Down(%) | NA | 20.43 | 50.57 | 62.13 | 89.66 | NA | NA | … | … | 19.79 | 33.14 | 20.67 | 55.17 | 46.16 | 34.97 | 56.72 | 29.09 | 55.15 | 61.64 | 20.41 | 16.35 | 1.52 | 9.68 | 33.73 | 50.56 | 30.36 | 40.78 | 66.67 | 20.98 | 19.76 | 20.54 | 17.07 | 40.78 | 78.55 | 17.21 |
| Yield(%) | 0.00 | 2.00 | 1.66 | 0.98 | 0.32 | 1.85 | 0.96 | … | … | 0.00 | 1.99 | 2.95 | 1.35 | 1.18 | 0.00 | 0.62 | 0.00 | 0.00 | 0.74 | 3.78 | 1.07 | 0.00 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOBCF (Ion Beam Applications SA) |
-48.91%
Apr 2017 – Apr 2020 |
-30.45%
Aug 2007 – Aug 2012 |
-10.65%
May 2002 – May 2012 |
-5.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOBCF (Ion Beam Applications SA) |
88.91%
Sep 2013 – Sep 2016 |
63.47%
May 2012 – May 2017 |
17.28%
Oct 2005 – Oct 2015 |
15.35%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart