Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPGLF (Interpump Group S.p.A) | NA | 57.70% | 16.40% | 9.54% | 14.51% | 17.35% | NA | … | … |
Data as of 05/30/2025, Common starting date is 04/13/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPGLF (Interpump Group S.p.A) | 04/13/2010 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.70 | 16.40 | 9.54 | 14.51 | 17.35 | NA | … | … | 1.59 | 55.24 | -2.63 | -2.49 | -2.84 | 108.95 | 27.52 | 1.57 | 66.90 | 3.08 | 10.35 | 1.76 | 45.00 |
| Sharpe Ratio | NA | 1.63 | 0.42 | 0.37 | 0.43 | NA | NA | … | … | 0.48 | 0.31 | -0.78 | -1.17 | -1.13 | 1.50 | 1.11 | 0.99 | 1.07 | 1.20 | 0.78 | 0.99 | 2.33 |
| Standard Deviation(%) | NA | 33.30 | 32.17 | 20.59 | 30.30 | NA | NA | … | … | 1.73 | 40.90 | 3.68 | 3.37 | 3.73 | 72.49 | 24.69 | 1.56 | 62.55 | 2.54 | 13.29 | 1.74 | 28.66 |
| Draw Down(%) | NA | 0.61 | 0.61 | 0.61 | 8.59 | NA | NA | … | … | 0.00 | 0.61 | 3.51 | 3.23 | 3.58 | 0.00 | 2.46 | 0.00 | 10.89 | 0.00 | 4.29 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.43 | 0.81 | 0.49 | 1.49 | 3.71 | 2.78 | … | … | 1.57 | 0.00 | 0.87 | 0.76 | 0.74 | 1.35 | 1.64 | 1.54 | 2.45 | 2.46 | 1.88 | 1.73 | 0.00 |
Data as of 05/30/2025, Common starting date is 04/13/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPGLF (Interpump Group S.p.A) |
-2.65%
Nov 2017 – Nov 2020 |
7.45%
Mar 2020 – Mar 2025 |
16.84%
May 2011 – May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPGLF (Interpump Group S.p.A) |
39.36%
Dec 2014 – Dec 2017 |
36.02%
Nov 2012 – Nov 2017 |
22.39%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart