Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AIQUF (L'Air Liquide S.A) | 25.09% | 13.12% | 22.02% | 10.69% | 8.44% | 8.95% | NA | 8.32% |
Data as of 07/18/2025, AR inception is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIQUF (L'Air Liquide S.A) | 04/06/2010 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.92 | 13.12 | 22.02 | 10.69 | 8.44 | 8.95 | NA | 8.32 | 25.09 | -6.67 | 39.66 | -9.00 | 6.81 | 5.96 | 22.23 | -3.27 | 31.27 | -3.13 | -0.61 | 10.17 | 11.05 | 5.41 | -5.74 | 8.71 |
| Sharpe Ratio | NA | 0.41 | 0.77 | 0.32 | 0.19 | NA | NA | 0.23 | 1.76 | -0.41 | 1.93 | -0.27 | 0.29 | 0.06 | 1.31 | -0.22 | 2.25 | -0.13 | -0.03 | 0.36 | 0.61 | 0.24 | -0.26 | 0.75 |
| Standard Deviation(%) | NA | 24.47 | 24.21 | 27.05 | 36.35 | NA | NA | 32.02 | 27.43 | 24.90 | 18.84 | 38.85 | 23.76 | 88.91 | 15.85 | 21.39 | 13.65 | 25.32 | 21.47 | 28.56 | 18.16 | 22.66 | 21.96 | 15.64 |
| Draw Down(%) | NA | 20.01 | 21.32 | 32.33 | 40.02 | NA | NA | 40.02 | 10.47 | 20.93 | 10.91 | 32.15 | 11.10 | 40.02 | 8.73 | 12.89 | 3.45 | 14.06 | 14.57 | 11.36 | 7.39 | 16.57 | 21.14 | 10.85 |
| Yield(%) | 0.00 | 1.93 | 2.74 | 2.27 | 2.01 | 2.66 | 1.89 | 2.52 | 2.17 | 1.81 | 2.24 | 1.79 | 2.04 | 1.76 | 2.41 | 0.00 | 2.58 | 2.67 | 2.45 | 2.60 | 2.23 | 2.30 | 2.00 | 2.04 |
Data as of 07/18/2025, AR inception is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIQUF (L'Air Liquide S.A) |
-4.97%
Sep 2019 - Sep 2022 |
-1.12%
Jun 2011 - Jun 2016 |
4.35%
Sep 2012 - Sep 2022 |
8.76%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIQUF (L'Air Liquide S.A) |
20.96%
Jun 2022 - Jun 2025 |
16.56%
May 2020 - May 2025 |
9.72%
Mar 2014 - Mar 2024 |
8.79%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart