Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIQUY (Air Liquide SA ADR) | 14.77% | 2.81% | 9.62% | 8.19% | 13.80% | 9.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/25/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIQUY (Air Liquide SA ADR) | 06/25/2007 | 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 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 2.81 | 9.62 | 8.19 | 13.80 | 9.61 | NA | … | … | 14.77 | 18.59 | -15.79 | 40.24 | -9.01 | 8.13 | 20.08 | 28.08 | 0.55 | 39.98 | 4.83 | -6.95 | 7.73 | 14.47 | 6.21 | -1.45 | 17.57 | 34.43 | -36.25 | 17.22 |
| Sharpe Ratio | NA | -0.02 | 0.25 | 0.25 | 0.52 | NA | NA | … | … | 1.29 | 0.81 | -0.88 | 2.02 | -0.37 | 0.50 | 0.55 | 1.57 | -0.05 | 2.16 | 0.20 | -0.27 | 0.40 | 0.74 | 0.22 | -0.04 | 0.57 | 0.89 | -0.82 | 1.15 |
| Standard Deviation(%) | NA | 19.12 | 20.75 | 21.87 | 22.57 | NA | NA | … | … | 23.92 | 19.42 | 22.12 | 18.25 | 28.48 | 16.08 | 36.12 | 16.94 | 18.28 | 18.28 | 23.49 | 25.43 | 19.42 | 19.61 | 28.15 | 34.76 | 30.88 | 38.47 | 45.41 | 28.79 |
| Draw Down(%) | NA | 15.57 | 24.22 | 31.23 | 31.23 | NA | NA | … | … | 9.51 | 15.10 | 23.50 | 10.93 | 31.23 | 12.15 | 29.06 | 4.86 | 12.12 | 4.79 | 15.73 | 18.15 | 16.73 | 10.21 | 20.81 | 22.45 | 16.63 | 26.47 | 53.94 | 14.70 |
| Yield(%) | 0.00 | 2.08 | 2.26 | 2.08 | 3.64 | 3.21 | 3.39 | … | … | 2.34 | 2.34 | 1.79 | 2.22 | 1.85 | 2.00 | 2.08 | 2.48 | 2.58 | 2.50 | 5.36 | 2.40 | 2.55 | 2.63 | 2.63 | 2.54 | 2.50 | 2.94 | 2.28 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/25/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIQUY (Air Liquide SA ADR) |
-1.96%
Aug 2007 – Aug 2010 |
-0.54%
Mar 2008 – Mar 2013 |
4.93%
Jul 2007 – Jul 2017 |
6.03%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIQUY (Air Liquide SA ADR) |
26.90%
Feb 2009 – Feb 2012 |
20.74%
Jun 2016 – Jun 2021 |
14.22%
Feb 2016 – Feb 2026 |
14.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart