Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAAFY (Saras SpA ADR) | NA | 17.98% | 52.55% | 7.33% | 9.90% | NA | NA | … | … |
Data as of 12/05/2024, Common starting date is 05/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAAFY (Saras SpA ADR) | 05/23/2011 | 12/05/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.98 | 52.55 | 7.33 | 9.90 | NA | NA | … | … | 9.12 | 82.41 | 78.37 | 0.00 | -61.47 | -19.50 | -9.76 | 50.79 | 2.89 | 66.72 | -4.40 | -6.84 | 7.17 | -49.26 |
| Sharpe Ratio | NA | 0.90 | 0.51 | 0.06 | 0.14 | NA | NA | … | … | 0.28 | 1.07 | 0.53 | 0.00 | -0.89 | -0.88 | -0.59 | 1.59 | 0.12 | 1.28 | -0.08 | -0.40 | 0.15 | -0.89 |
| Standard Deviation(%) | NA | 12.63 | 94.73 | 80.63 | 61.30 | NA | NA | … | … | 10.55 | 73.81 | 146.72 | 25.40 | 69.42 | 23.86 | 18.70 | 31.72 | 22.20 | 51.99 | 57.30 | 16.98 | 47.36 | 75.19 |
| Draw Down(%) | NA | 5.62 | 49.95 | 69.77 | 78.21 | NA | NA | … | … | 5.62 | 23.92 | 49.95 | 12.19 | 69.77 | 29.52 | 14.40 | 13.73 | 14.12 | 15.78 | 33.41 | 11.85 | 37.58 | 55.47 |
| Yield(%) | 0.00 | 9.95 | 19.31 | 4.65 | 7.73 | 2.50 | 1.87 | … | … | 9.20 | 18.28 | 0.00 | 0.00 | 0.00 | 4.13 | 5.76 | 5.89 | 9.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/05/2024, Common starting date is 05/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAAFY (Saras SpA ADR) |
-34.63%
Sep 2017 – Sep 2020 |
-22.44%
Jun 2017 – Jun 2022 |
-8.33%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAAFY (Saras SpA ADR) |
52.55%
Oct 2021 – Oct 2024 |
24.00%
Aug 2012 – Aug 2017 |
9.90%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart