Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVHNY (Ackermans & Van Haaren NV ADR) | 4.20% | 65.39% | 19.12% | 13.13% | 9.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVHNY (Ackermans & Van Haaren NV ADR) | 04/28/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 65.39 | 19.12 | 13.13 | 9.03 | NA | NA | … | … | 4.20 | 58.73 | 2.20 | 2.04 | 1.74 | 22.65 | -1.98 | -18.09 | 47.15 | 0.00 | -5.38 |
| Sharpe Ratio | NA | 1.35 | 0.59 | 0.51 | 0.33 | NA | NA | … | … | 0.82 | 1.29 | -0.65 | -0.80 | 0.18 | 0.92 | -0.17 | -0.93 | 1.13 | 0.00 | -0.84 |
| Standard Deviation(%) | NA | 43.83 | 25.34 | 19.81 | 21.98 | NA | NA | … | … | 3.23 | 44.14 | 2.18 | 2.03 | 1.72 | 24.59 | 12.79 | 20.97 | 40.60 | NA | 9.63 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 28.65 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.24 | 7.17 | 18.90 | 7.61 | 0.00 | 8.55 |
| Yield(%) | 2.03 | 5.69 | 2.62 | 2.44 | 2.05 | 1.39 | 1.04 | … | … | 2.03 | 2.54 | 2.17 | 1.95 | 1.73 | 2.03 | 1.87 | 0.99 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVHNY (Ackermans & Van Haaren NV ADR) |
-2.31%
May 2018 – May 2021 |
0.43%
May 2018 – May 2023 |
9.03%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVHNY (Ackermans & Van Haaren NV ADR) |
19.12%
May 2023 – May 2026 |
15.61%
Dec 2020 – Dec 2025 |
9.03%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart