Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARZGF (Assicurazioni Generali S.p.A) | 12.51% | 28.49% | 34.54% | 24.15% | 17.25% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARZGF (Assicurazioni Generali S.p.A) | 07/02/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.49 | 34.54 | 24.15 | 17.25 | NA | NA | … | … | 12.51 | 37.59 | 47.74 | 25.46 | -8.08 | 31.07 | -11.84 | 33.90 | -4.64 | 52.07 | -27.33 | -8.92 | -6.92 |
| Sharpe Ratio | NA | 1.58 | 1.76 | 1.02 | 0.62 | NA | NA | … | … | 1.93 | 1.94 | 1.94 | 1.25 | -0.32 | 1.99 | -0.32 | 1.84 | -0.22 | 2.22 | -0.68 | -1.03 | -0.78 |
| Standard Deviation(%) | NA | 16.38 | 17.78 | 21.16 | 25.21 | NA | NA | … | … | 16.03 | 18.23 | 21.21 | 17.14 | 29.98 | 15.57 | 38.07 | 17.67 | 26.84 | 23.24 | 40.29 | 8.65 | 17.18 |
| Draw Down(%) | NA | 1.45 | 7.35 | 35.15 | 44.06 | NA | NA | … | … | 0.34 | 1.83 | 7.35 | 2.81 | 32.59 | 3.79 | 44.06 | 6.66 | 20.05 | 5.82 | 36.53 | 8.92 | 14.50 |
| Yield(%) | 0.00 | 0.00 | 4.88 | 6.27 | 6.97 | 3.76 | 2.82 | … | … | 0.00 | 5.50 | 6.71 | 7.05 | 7.83 | 10.07 | 2.66 | 6.18 | 5.54 | 7.17 | 4.45 | 3.28 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARZGF (Assicurazioni Generali S.p.A) |
-4.81%
Sep 2019 – Sep 2022 |
-2.96%
Mar 2015 – Mar 2020 |
8.82%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARZGF (Assicurazioni Generali S.p.A) |
50.68%
Sep 2022 – Sep 2025 |
31.76%
Sep 2020 – Sep 2025 |
18.49%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart