Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDDY (Compagnie Generale des Etablissements Michelin SCA ADR) | 16.63% | 3.75% | 12.33% | 2.80% | 7.18% | 6.53% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDDY (Compagnie Generale des Etablissements Michelin SCA ADR) | 01/21/2010 | 06/09/2026 |
| 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 (%) | 0.33 | 3.75 | 12.33 | 2.80 | 7.18 | 6.53 | NA | … | … | 16.63 | 5.42 | -5.33 | 35.21 | -29.34 | 29.89 | 7.52 | 29.13 | -29.42 | 32.47 | 20.17 | 8.35 | -13.05 | 15.25 | 70.87 | -15.87 | -6.88 |
| Sharpe Ratio | NA | 0.00 | 0.38 | 0.00 | 0.19 | NA | NA | … | … | 1.27 | 0.09 | -0.45 | 1.43 | -0.83 | 1.30 | 0.16 | 1.00 | -1.11 | 1.87 | 0.79 | 0.35 | -0.60 | 0.58 | 2.04 | -0.31 | -0.19 |
| Standard Deviation(%) | NA | 28.12 | 24.10 | 27.20 | 28.41 | NA | NA | … | … | 29.03 | 28.09 | 19.80 | 22.26 | 37.15 | 23.05 | 44.29 | 27.72 | 27.94 | 17.09 | 25.18 | 23.57 | 21.86 | 26.25 | 35.14 | 51.75 | 38.72 |
| Draw Down(%) | NA | 23.19 | 25.28 | 49.51 | 49.82 | NA | NA | … | … | 20.29 | 25.28 | 22.69 | 13.92 | 49.51 | 15.05 | 38.68 | 22.03 | 39.42 | 7.07 | 15.25 | 22.63 | 33.33 | 21.19 | 21.41 | 44.57 | 21.56 |
| Yield(%) | 0.00 | 4.34 | 5.24 | 2.51 | 3.55 | 3.68 | 3.64 | … | … | 4.84 | 4.76 | 4.10 | 4.69 | 2.97 | 2.15 | 1.85 | 4.27 | 2.94 | 3.20 | 3.42 | 3.14 | 3.32 | 3.25 | 4.50 | 3.63 | 5.11 |
Data as of 06/09/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDDY (Compagnie Generale des Etablissements Michelin SCA ADR) |
-7.15%
Mar 2017 – Mar 2020 |
-6.74%
Sep 2017 – Sep 2022 |
4.00%
Sep 2013 – Sep 2023 |
5.90%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDDY (Compagnie Generale des Etablissements Michelin SCA ADR) |
26.17%
May 2012 – May 2015 |
20.07%
May 2012 – May 2017 |
14.16%
Dec 2011 – Dec 2021 |
9.48%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart