Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNCRY (UniCredit SpA ADR) | -0.23% | 31.14% | 68.14% | 51.69% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNCRY (UniCredit SpA ADR) | 12/20/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.41 | 31.14 | 68.14 | 51.69 | NA | NA | NA | … | … | -0.23 | 120.40 | 58.68 | 101.82 | -2.66 | 66.95 | -35.46 | 31.82 | -40.82 | -1.03 |
| Sharpe Ratio | NA | 0.86 | 2.04 | 1.31 | NA | NA | NA | … | … | 0.10 | 3.48 | 1.85 | 2.67 | -0.08 | 2.01 | -0.63 | 0.89 | -1.03 | -1.12 |
| Standard Deviation(%) | NA | 34.36 | 32.86 | 38.98 | NA | NA | NA | … | … | 42.12 | 33.96 | 29.78 | 37.13 | 52.88 | 33.29 | 56.87 | 34.06 | 41.24 | 32.39 |
| Draw Down(%) | NA | 26.76 | 26.76 | 50.82 | NA | NA | NA | … | … | 26.76 | 22.47 | 17.53 | 18.91 | 50.82 | 19.14 | 56.55 | 30.11 | 52.35 | 4.64 |
| Yield(%) | 0.00 | 5.65 | 13.79 | 15.05 | 5.45 | 3.63 | 2.73 | … | … | 2.41 | 8.43 | 10.58 | 7.40 | 3.65 | 1.55 | 0.00 | 2.72 | 1.24 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCRY (UniCredit SpA ADR) |
-24.25%
Jan 2018 – Jan 2021 |
-0.26%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCRY (UniCredit SpA ADR) |
109.52%
Aug 2022 – Aug 2025 |
65.66%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart