Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHODF (Koninklijke Ahold Delhaize NV) | -1.44% | -1.66% | 11.88% | 10.23% | 8.56% | 10.77% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHODF (Koninklijke Ahold Delhaize NV) | 04/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | -1.66 | 11.88 | 10.23 | 8.56 | 10.77 | NA | … | … | -1.44 | 29.01 | 17.85 | 4.46 | -14.20 | 24.59 | 16.97 | 6.02 | 17.80 | 7.89 | -5.50 | 21.40 | 12.57 | 37.86 | 4.56 | 4.95 | 0.67 |
| Sharpe Ratio | NA | -0.04 | 0.29 | 0.28 | 0.29 | NA | NA | … | … | 0.03 | 0.87 | 0.57 | 0.03 | -0.47 | 1.02 | 0.53 | 0.24 | 0.81 | 0.33 | -0.26 | 0.90 | 0.47 | 1.64 | 0.21 | 0.08 | 0.04 |
| Standard Deviation(%) | NA | 32.98 | 29.98 | 29.51 | 26.74 | NA | NA | … | … | 43.96 | 30.53 | 24.97 | 25.15 | 33.39 | 23.97 | 31.27 | 18.67 | 20.37 | 21.95 | 21.80 | 23.70 | 26.44 | 23.00 | 21.29 | 58.71 | 19.69 |
| Draw Down(%) | NA | 17.39 | 19.64 | 27.08 | 27.44 | NA | NA | … | … | 17.39 | 9.50 | 10.08 | 18.80 | 27.08 | 13.36 | 23.42 | 14.92 | 12.28 | 20.84 | 24.26 | 16.47 | 22.96 | 12.58 | 20.17 | 32.39 | 11.83 |
| Yield(%) | 0.00 | 1.42 | 3.27 | 3.59 | 4.36 | 6.22 | 5.21 | … | … | 0.00 | 4.18 | 4.12 | 4.16 | 2.99 | 3.12 | 4.31 | 4.14 | 3.54 | 2.90 | 9.03 | 2.86 | 11.39 | 3.23 | 2.58 | 1.92 | 1.77 |
Data as of 06/04/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHODF (Koninklijke Ahold Delhaize NV) |
0.55%
Jun 2014 – Jun 2017 |
4.56%
Mar 2015 – Mar 2020 |
7.18%
Jun 2014 – Jun 2024 |
10.94%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHODF (Koninklijke Ahold Delhaize NV) |
27.29%
May 2012 – May 2015 |
19.98%
Aug 2011 – Aug 2016 |
15.22%
Aug 2011 – Aug 2021 |
12.53%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart