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
ATGSY (Autogrill SpA ADR) NA 3.13% 16.56% -6.63% NA NA NA
Data as of 07/24/2023, Common starting date is 08/13/2013
More Performance Analytics Comparison
Name Start Date End Date
ATGSY (Autogrill SpA ADR) 08/13/2013 07/24/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 3.13 16.56 -6.63 NA NA NA 32.00 -6.72 17.97 -11.00 0.00 -34.96 89.23 0.00 0.00 -23.53 -45.16
Sharpe Ratio NA -0.01 0.25 -0.13 NA NA NA 1.26 -0.17 0.28 -0.14 0.00 -0.97 2.19 0.00 0.00 -0.99 -0.87
Standard Deviation(%) NA 40.11 60.71 58.56 NA NA NA 48.50 48.80 82.31 80.10 NA 37.34 40.63 NA NA 23.69 90.51
Draw Down(%) NA 21.87 42.51 65.32 NA NA NA 20.61 21.88 40.21 44.38 0.00 40.96 8.89 0.00 0.00 34.87 45.16
Yield(%) 0.00 0.00 6.43 2.03 8.00 5.33 4.00 0.00 0.00 15.59 0.00 2.88 1.79 2.77 2.15 0.00 0.00 67.87
Data as of 07/24/2023, Common starting date is 08/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATGSY (Autogrill SpA ADR) -28.34%
Sep 2017 – Sep 2020
-11.45%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATGSY (Autogrill SpA ADR) 29.26%
Feb 2015 – Feb 2018
23.48%
Oct 2013 – Oct 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return