Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCDTF (Recordati Industria Chimica e Farmaceutica S.p.A) | NA | 14.39% | -0.34% | 11.14% | 14.81% | NA | NA | … | … |
Data as of 08/01/2024, Common starting date is 12/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCDTF (Recordati Industria Chimica e Farmaceutica S.p.A) | 12/20/2010 | 08/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.39 | -0.34 | 11.14 | 14.81 | NA | NA | … | … | 14.99 | 15.49 | -34.12 | 19.02 | 38.28 | 10.88 | -9.01 | 35.32 | 26.31 | 57.79 | 84.22 | 8.82 | -4.90 | 14.10 | 0.00 |
| Sharpe Ratio | NA | 0.76 | -0.08 | 0.30 | 0.50 | NA | NA | … | … | 1.18 | 0.32 | -0.77 | 1.71 | 1.42 | 0.50 | -0.89 | 1.29 | 0.81 | 2.23 | 1.93 | 1.57 | -0.57 | 0.97 | 0.00 |
| Standard Deviation(%) | NA | 13.98 | 35.84 | 31.20 | 27.32 | NA | NA | … | … | 19.81 | 35.58 | 46.15 | 11.08 | 26.58 | 19.01 | 11.68 | 27.02 | 32.40 | 25.89 | 43.67 | 5.61 | 8.78 | 14.55 | NA |
| Draw Down(%) | NA | 1.75 | 42.94 | 42.94 | 42.94 | NA | NA | … | … | 0.73 | 18.14 | 42.94 | 5.59 | 9.65 | 7.14 | 14.29 | 0.00 | 7.00 | 0.00 | 0.00 | 0.00 | 8.02 | 5.42 | 0.00 |
| Yield(%) | 0.00 | 2.56 | 2.02 | 3.17 | 5.43 | 7.76 | 5.82 | … | … | 1.37 | 2.86 | 1.75 | 1.97 | 2.52 | 2.54 | 2.10 | 2.43 | 2.53 | 3.23 | 3.99 | 3.62 | 3.13 | 5.44 | 0.00 |
Data as of 08/01/2024, Common starting date is 12/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCDTF (Recordati Industria Chimica e Farmaceutica S.p.A) |
-4.01%
Oct 2020 – Oct 2023 |
-0.88%
Sep 2017 – Sep 2022 |
14.67%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCDTF (Recordati Industria Chimica e Farmaceutica S.p.A) |
56.55%
Aug 2013 – Aug 2016 |
40.51%
Aug 2012 – Aug 2017 |
23.92%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart