Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AEXAY (Atos Origin SA ADR) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 01/02/2025, Common starting date is 06/10/2015
More Performance Analytics Comparison
Name Start Date End Date
AEXAY (Atos Origin SA ADR) 06/10/2015 01/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 -99.35 -18.42 -77.38 -53.72 8.49 34.37 -43.33 40.15 26.31 8.61
Sharpe Ratio NA NA NA NA NA NA NA NA -0.34 -0.28 -0.94 -1.36 0.18 0.85 -1.08 2.05 0.95 0.74
Standard Deviation(%) NA NA NA NA NA NA NA 0.00 302.72 80.28 83.88 39.62 46.04 38.51 41.44 19.37 27.61 21.17
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 99.35 70.73 84.60 57.20 45.19 24.06 52.92 8.64 17.34 7.62
Yield(%) 0.00 0.00 0.00 0.00 3.87 2.58 1.93 NA 0.00 0.00 0.00 0.00 0.00 30.54 1.43 1.69 1.45 0.00
Data as of 01/02/2025, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEXAY (Atos Origin SA ADR) -89.40%
Dec 2021 – Dec 2024
-77.34%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEXAY (Atos Origin SA ADR) 22.42%
Jul 2015 – Jul 2018
9.24%
Aug 2015 – Aug 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return