Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVMHF (LVMH Moët Hennessy – Louis Vuitton Société Européenne) | -25.78% | 5.03% | -12.31% | -5.55% | 14.94% | 10.12% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVMHF (LVMH Moët Hennessy – Louis Vuitton Société Européenne) | 04/27/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 5.03 | -12.31 | -5.55 | 14.94 | 10.12 | NA | … | … | -25.78 | 17.50 | -17.77 | 12.97 | -9.70 | 33.22 | 35.54 | 60.30 | 2.89 | 57.62 | 23.97 | -0.44 | -10.43 | 0.31 | 34.84 | -13.65 | 42.15 |
| Sharpe Ratio | NA | 0.08 | -0.50 | -0.24 | 0.43 | NA | NA | … | … | -1.56 | 0.44 | -0.70 | 0.35 | -0.28 | 1.27 | 0.81 | 2.33 | 0.05 | 3.07 | 0.85 | -0.02 | -0.55 | 0.01 | 1.22 | -0.31 | 1.88 |
| Standard Deviation(%) | NA | 31.47 | 31.13 | 32.12 | 31.12 | NA | NA | … | … | 33.68 | 33.04 | 30.57 | 26.57 | 39.47 | 26.12 | 43.29 | 25.21 | 30.10 | 18.66 | 27.94 | 30.96 | 19.17 | 22.68 | 28.85 | 43.93 | 35.57 |
| Draw Down(%) | NA | 31.28 | 46.39 | 46.39 | 46.39 | NA | NA | … | … | 31.28 | 34.39 | 36.10 | 30.58 | 32.48 | 14.74 | 37.30 | 12.78 | 24.69 | 6.13 | 17.03 | 18.29 | 20.84 | 17.15 | 20.72 | 33.59 | 16.54 |
| Yield(%) | 0.00 | 2.87 | 1.66 | 1.67 | 5.93 | 4.88 | 5.45 | … | … | 1.19 | 2.24 | 1.77 | 1.83 | 1.53 | 1.31 | 1.13 | 2.40 | 2.22 | 2.50 | 2.62 | 2.23 | 2.33 | 1.24 | 2.61 | 1.83 | 2.12 |
Data as of 06/05/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMHF (LVMH Moët Hennessy – Louis Vuitton Société Européenne) |
-16.09%
Apr 2023 – Apr 2026 |
-5.46%
May 2021 – May 2026 |
13.15%
Jul 2015 – Jul 2025 |
9.56%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMHF (LVMH Moët Hennessy – Louis Vuitton Société Européenne) |
44.07%
Jun 2016 – Jun 2019 |
41.57%
Jun 2016 – Jun 2021 |
21.52%
Dec 2011 – Dec 2021 |
14.16%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart