Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLOWY (Vallourec SA) | 53.23% | 61.06% | 38.31% | 4.28% | -39.14% | -40.67% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLOWY (Vallourec SA) | 04/25/2011 | 06/05/2026 |
| 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 (%) | 1.42 | 61.06 | 38.31 | 4.28 | -39.14 | -40.67 | NA | … | … | 53.23 | 13.47 | 12.94 | 18.33 | 30.82 | -55.67 | -99.32 | 71.43 | -70.34 | -5.60 | 8.12 | -65.11 | -49.70 | 5.18 | -14.48 | -46.91 |
| Sharpe Ratio | NA | 1.18 | 0.75 | 0.02 | -0.15 | NA | NA | … | … | 2.90 | 0.24 | 0.22 | 0.25 | 0.41 | -0.49 | -0.12 | 0.70 | -0.87 | -0.11 | 0.07 | -1.24 | -1.55 | 0.17 | -0.32 | -0.89 |
| Standard Deviation(%) | NA | 49.62 | 46.66 | 68.12 | 280.27 | NA | NA | … | … | 57.89 | 44.51 | 42.64 | 58.92 | 72.58 | 113.11 | 852.22 | 99.82 | 82.54 | 58.08 | 119.73 | 52.49 | 32.01 | 30.46 | 45.87 | 67.59 |
| Draw Down(%) | NA | 14.31 | 26.72 | 74.39 | 99.93 | NA | NA | … | … | 14.31 | 21.60 | 26.72 | 33.91 | 42.39 | 79.20 | 99.73 | 37.21 | 78.00 | 45.14 | 60.22 | 68.85 | 54.30 | 24.61 | 54.32 | 57.33 |
| Yield(%) | 0.00 | 0.00 | 4.91 | 6.58 | 0.74 | 0.50 | 0.38 | … | … | 0.00 | 9.69 | 0.00 | 0.00 | 0.00 | 30.26 | 0.00 | 0.00 | 0.00 | 0.00 | 29.83 | 3.20 | 2.11 | 1.69 | 2.53 | 1.52 |
Data as of 06/05/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLOWY (Vallourec SA) |
-88.89%
Jul 2018 – Jul 2021 |
-74.59%
Jan 2017 – Jan 2022 |
-58.50%
Jul 2011 – Jul 2021 |
-40.72%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLOWY (Vallourec SA) |
42.50%
Apr 2023 – Apr 2026 |
16.53%
Oct 2020 – Oct 2025 |
-38.88%
Feb 2016 – Feb 2026 |
-40.72%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart