Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSRGY (Nestle SA ADR) | 4.66% | -0.95% | -2.24% | -1.81% | 5.99% | 6.27% | 9.45% | … | … |
Data as of 06/10/2026, Common starting date is 11/13/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSRGY (Nestle SA ADR) | 11/13/1996 | 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 (%) | 1.68 | -0.95 | -2.24 | -1.81 | 5.99 | 6.27 | 9.45 | … | … | 4.66 | 24.80 | -26.95 | 2.78 | -15.89 | 22.32 | 11.63 | 37.20 | -2.74 | 23.57 | -0.61 | 5.01 | 2.34 | 16.42 | 16.83 | 1.29 | 25.38 | 26.63 | -11.18 | 31.50 | 21.91 | 16.10 | 11.33 | 20.98 | 3.64 | 37.11 | 79.60 | -14.65 | 43.09 | 39.77 | -3.37 |
| Sharpe Ratio | NA | -0.35 | -0.33 | -0.24 | 0.21 | NA | NA | … | … | 0.06 | 0.92 | -1.57 | -0.05 | -0.82 | 1.62 | 0.46 | 2.63 | -0.30 | 1.72 | -0.05 | 0.30 | 0.18 | 1.06 | 1.20 | 0.06 | 1.24 | 0.97 | -0.36 | 1.48 | 1.19 | 0.90 | 0.54 | 0.90 | 0.09 | 0.71 | 1.77 | -0.85 | 1.28 | 1.61 | -2.58 |
| Standard Deviation(%) | NA | 22.69 | 20.77 | 19.85 | 18.42 | NA | NA | … | … | 22.25 | 23.96 | 19.47 | 16.25 | 21.12 | 13.80 | 24.44 | 13.59 | 14.00 | 13.42 | 17.47 | 16.52 | 12.68 | 15.49 | 14.13 | 22.27 | 20.45 | 27.32 | 33.34 | 19.24 | 15.66 | 15.38 | 19.02 | 22.50 | 28.91 | 49.57 | 42.55 | 21.22 | 31.04 | 22.30 | 10.60 |
| Draw Down(%) | NA | 17.94 | 32.71 | 38.19 | 38.19 | NA | NA | … | … | 12.51 | 19.63 | 27.85 | 18.09 | 24.33 | 11.63 | 17.78 | 9.93 | 12.39 | 7.40 | 19.74 | 8.66 | 14.22 | 10.60 | 8.94 | 17.27 | 12.07 | 24.79 | 32.77 | 9.41 | 8.28 | 8.58 | 18.70 | 19.21 | 24.44 | 19.45 | 18.85 | 23.20 | 25.65 | 16.40 | 7.06 |
| Yield(%) | 0.00 | 3.84 | 3.05 | 2.69 | 4.05 | 4.41 | 8.11 | … | … | 4.05 | 4.15 | 2.95 | 2.73 | 2.16 | 2.58 | 2.55 | 3.02 | 2.95 | 3.23 | 3.08 | 3.13 | 3.33 | 3.27 | 3.61 | 3.24 | 3.00 | 3.14 | 2.63 | 2.44 | 2.25 | 2.56 | 5.48 | 2.48 | 3.84 | 29.07 | 29.49 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/13/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRGY (Nestle SA ADR) |
-14.21%
Dec 2021 – Dec 2024 |
-3.23%
Jul 2020 – Jul 2025 |
3.94%
Jan 2015 – Jan 2025 |
6.22%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRGY (Nestle SA ADR) |
44.17%
May 1999 – May 2002 |
33.93%
Feb 1997 – Feb 2002 |
25.31%
Aug 1997 – Aug 2007 |
20.51%
Feb 1997 – Feb 2012 |
Annualized Rolling Returns Comparison Chart