Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIVHY (Vivendi SA PK) | -9.73% | -23.47% | -33.20% | -39.94% | -16.33% | -11.22% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIVHY (Vivendi SA PK) | 02/09/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.92 | -23.47 | -33.20 | -39.94 | -16.33 | -11.22 | NA | … | … | -9.73 | -57.65 | -37.25 | 15.27 | -27.97 | -57.20 | 14.67 | 22.17 | -7.99 | 44.61 | -1.28 | -6.24 | -0.70 | 23.41 | 13.25 | -19.47 |
| Sharpe Ratio | NA | -0.64 | -0.56 | -0.61 | -0.35 | NA | NA | … | … | -0.47 | -0.57 | -1.63 | 0.47 | -1.05 | -0.55 | 0.43 | 1.25 | -0.35 | 2.10 | -0.06 | -0.27 | -0.04 | 0.86 | 0.41 | -0.51 |
| Standard Deviation(%) | NA | 39.11 | 65.78 | 69.87 | 52.76 | NA | NA | … | … | 44.27 | 106.03 | 25.07 | 24.97 | 28.15 | 103.74 | 33.48 | 16.62 | 26.73 | 21.01 | 25.77 | 23.62 | 19.09 | 27.22 | 32.66 | 42.22 |
| Draw Down(%) | NA | 54.70 | 84.25 | 95.06 | 95.06 | NA | NA | … | … | 33.57 | 71.72 | 46.02 | 22.70 | 44.95 | 69.94 | 33.35 | 10.36 | 19.03 | 10.64 | 17.51 | 22.89 | 17.88 | 15.01 | 27.74 | 33.14 |
| Yield(%) | 0.00 | 1.43 | 1.40 | 0.93 | 2.14 | 3.17 | 2.52 | … | … | 1.68 | 0.66 | 2.55 | 2.77 | 2.00 | 2.27 | 2.21 | 2.32 | 2.03 | 2.33 | 10.56 | 9.01 | 5.38 | 5.57 | 5.78 | 6.81 |
Data as of 06/10/2026, Common starting date is 02/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIVHY (Vivendi SA PK) |
-39.65%
Apr 2023 – Apr 2026 |
-40.55%
Apr 2021 – Apr 2026 |
-18.12%
Mar 2016 – Mar 2026 |
-12.18%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIVHY (Vivendi SA PK) |
23.17%
May 2012 – May 2015 |
17.14%
Aug 2016 – Aug 2021 |
11.25%
Sep 2011 – Sep 2021 |
-10.92%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart