Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGESY (ageas SA/NV) | 7.61% | 21.65% | 29.82% | 11.13% | 12.87% | 13.65% | -1.64% | … | … |
Data as of 06/04/2026, Common starting date is 02/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGESY (ageas SA/NV) | 02/21/1996 | 06/04/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.61 | 21.65 | 29.82 | 11.13 | 12.87 | 13.65 | -1.64 | … | … | 7.61 | 54.17 | 19.87 | 5.35 | -5.00 | 2.05 | -2.42 | 39.45 | -3.78 | 30.18 | -10.48 | 37.08 | -13.20 | 53.69 | 112.05 | -31.13 | -39.86 | 235.34 | -95.48 | -24.33 | 37.06 | 15.89 | 39.46 | 14.65 | -27.85 | -21.09 | -12.33 | -56.02 | 97.62 | 19.15 | 31.62 |
| Sharpe Ratio | NA | 1.35 | 1.32 | 0.34 | 0.42 | NA | NA | … | … | 1.40 | 2.36 | 0.85 | 0.07 | -0.16 | 0.08 | -0.05 | 2.57 | -0.27 | 1.71 | -0.39 | 1.69 | -0.56 | 2.02 | 2.62 | -0.46 | -0.66 | 2.38 | -0.59 | -0.93 | 1.54 | 0.86 | 1.70 | 0.31 | -0.52 | -0.55 | -0.44 | -0.78 | 2.16 | 0.59 | 1.13 |
| Standard Deviation(%) | NA | 19.40 | 21.13 | 26.81 | 28.25 | NA | NA | … | … | 22.86 | 21.81 | 19.17 | 23.67 | 39.31 | 24.31 | 53.19 | 14.76 | 19.18 | 17.39 | 27.65 | 21.87 | 23.66 | 26.56 | 43.28 | 68.10 | 60.49 | 99.02 | 163.79 | 29.59 | 21.89 | 15.81 | 22.61 | 44.76 | 55.95 | 43.12 | 38.02 | 75.87 | 43.64 | 26.31 | 29.82 |
| Draw Down(%) | NA | 9.98 | 12.53 | 40.52 | 55.34 | NA | NA | … | … | 9.97 | 11.44 | 12.53 | 20.66 | 33.72 | 28.15 | 54.52 | 5.36 | 20.11 | 12.17 | 27.63 | 9.29 | 28.74 | 10.21 | 30.03 | 56.87 | 48.96 | 56.89 | 97.81 | 38.59 | 17.87 | 7.25 | 16.84 | 42.28 | 44.54 | 41.91 | 35.37 | 68.83 | 42.67 | 16.49 | 17.40 |
| Yield(%) | 0.00 | 6.09 | 7.38 | 4.96 | 7.04 | 9.51 | 1.87 | … | … | 2.57 | 8.31 | 7.98 | 7.31 | 8.35 | 5.95 | 5.22 | 5.64 | 5.24 | 5.58 | 3.89 | 4.85 | 4.64 | 9.78 | 6.52 | 2.37 | 2.49 | 0.00 | 3.47 | 16.75 | 2.49 | 0.68 | 0.53 | 0.57 | 3.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGESY (ageas SA/NV) |
-67.09%
Nov 2005 – Nov 2008 |
-45.63%
Dec 2006 – Dec 2011 |
-34.06%
Nov 1998 – Nov 2008 |
-16.89%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGESY (ageas SA/NV) |
41.43%
Dec 2011 – Dec 2014 |
43.55%
Nov 2008 – Nov 2013 |
24.95%
Nov 2008 – Nov 2018 |
17.87%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart