Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLVYY (Solvay SA ADR) | 6.38% | -0.61% | 16.72% | 6.74% | 8.43% | 4.11% | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLVYY (Solvay SA ADR) | 04/06/2011 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.02 | -0.61 | 16.72 | 6.74 | 8.43 | 4.11 | NA | … | … | 6.38 | 7.03 | 41.83 | 12.19 | -10.07 | 0.87 | 10.46 | 19.53 | -24.88 | 18.80 | 10.55 | -9.67 | -6.07 | 6.73 | 76.89 | -33.91 |
| Sharpe Ratio | NA | -0.14 | 0.33 | 0.09 | 0.17 | NA | NA | … | … | 0.19 | 0.12 | 0.81 | 0.17 | -0.24 | 0.03 | 0.19 | 0.56 | -0.87 | 0.72 | 0.28 | -0.37 | -0.30 | 0.25 | 1.77 | -0.88 |
| Standard Deviation(%) | NA | 30.01 | 44.88 | 43.19 | 39.91 | NA | NA | … | … | 32.26 | 35.17 | 47.10 | 51.63 | 48.49 | 27.32 | 54.25 | 31.99 | 30.16 | 25.26 | 36.90 | 25.91 | 20.16 | 26.84 | 43.97 | 48.81 |
| Draw Down(%) | NA | 18.13 | 29.62 | 43.79 | 57.13 | NA | NA | … | … | 16.82 | 20.43 | 25.83 | 23.84 | 39.76 | 22.30 | 47.42 | 25.18 | 33.51 | 13.47 | 27.17 | 31.54 | 22.90 | 16.33 | 24.29 | 48.90 |
| Yield(%) | 0.00 | 8.44 | 34.40 | 17.87 | 14.08 | 7.28 | 6.75 | … | … | 9.01 | 8.53 | 78.02 | 4.30 | 3.55 | 3.76 | 3.51 | 4.38 | 3.14 | 3.15 | 3.42 | 7.22 | 2.83 | 2.92 | 4.02 | 2.06 |
Data as of 06/11/2026, Common starting date is 04/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLVYY (Solvay SA ADR) |
-15.55%
Jul 2017 – Jul 2020 |
-9.85%
Sep 2017 – Sep 2022 |
0.13%
Oct 2013 – Oct 2023 |
4.19%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLVYY (Solvay SA ADR) |
31.71%
Jun 2022 – Jun 2025 |
23.53%
Mar 2020 – Mar 2025 |
9.86%
Jan 2016 – Jan 2026 |
4.19%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart