Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APLUF (Applus Services S.A) | NA | 22.79% | 6.77% | NA | NA | NA | NA | … | … |
Data as of 02/07/2025, Common starting date is 06/25/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APLUF (Applus Services S.A) | 06/25/2020 | 02/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.79 | 6.77 | NA | NA | NA | NA | … | … | 0.00 | 22.79 | -2.36 | 1.51 | 36.04 | -0.22 |
| Sharpe Ratio | NA | 0.35 | 0.09 | NA | NA | NA | NA | … | … | 0.00 | 0.35 | -0.31 | 0.08 | 1.00 | -1.59 |
| Standard Deviation(%) | NA | 46.07 | 29.37 | NA | NA | NA | NA | … | … | NA | 45.97 | 21.69 | 1.50 | 36.15 | 0.30 |
| Draw Down(%) | NA | 18.56 | 18.56 | NA | NA | NA | NA | … | … | 0.00 | 18.56 | 15.81 | 0.00 | 12.50 | 0.22 |
| Yield(%) | 0.00 | 0.00 | 1.05 | 1.23 | 0.61 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 1.66 | 1.49 | 1.39 | 0.00 |
Data as of 02/07/2025, Common starting date is 06/25/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLUF (Applus Services S.A) |
-0.84%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLUF (Applus Services S.A) |
10.48%
Nov 2020 – Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart