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
AMFPF (Amplifon S.p.A) NA -1.07% -7.86% 10.46% NA NA NA
Data as of 01/25/2024, Common starting date is 04/21/2014
More Performance Analytics Comparison
Name Start Date End Date
AMFPF (Amplifon S.p.A) 04/21/2014 01/25/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -6.66 -1.07 -7.86 10.46 NA NA NA 7.06 11.60 -53.12 30.54 53.66 46.78 67.50 0.00 23.59 34.47 -1.90
Sharpe Ratio NA 0.18 -0.15 0.15 NA NA NA 2.83 0.09 -0.56 2.03 1.10 1.67 1.05 0.00 1.29 1.62 -0.19
Standard Deviation(%) NA 84.27 68.47 55.49 NA NA NA 60.54 97.39 101.71 25.49 48.37 27.09 63.11 NA 18.08 21.29 14.62
Draw Down(%) NA 37.31 64.17 64.17 NA NA NA 6.66 37.31 53.12 1.58 32.28 7.41 31.06 0.00 4.25 7.86 13.78
Yield(%) 0.00 1.07 0.49 0.79 1.78 1.19 0.89 0.00 1.07 0.00 0.64 0.00 0.99 1.20 0.77 0.58 1.48 0.77
Data as of 01/25/2024, Common starting date is 04/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMFPF (Amplifon S.p.A) -2.91%
Feb 2020 – Feb 2023
8.05%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMFPF (Amplifon S.p.A) 56.47%
Dec 2017 – Dec 2020
44.52%
Jun 2016 – Jun 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return