Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXAHY (Axa SA ADR) | 1.08% | 0.10% | 23.05% | 17.04% | 12.44% | 11.24% | 6.94% | … | … |
Data as of 06/04/2026, Common starting date is 06/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXAHY (Axa SA ADR) | 06/26/1996 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 0.10 | 23.05 | 17.04 | 12.44 | 11.24 | 6.94 | … | … | 1.08 | 42.11 | 15.58 | 24.28 | -0.12 | 32.11 | -11.39 | 39.57 | -23.78 | 23.30 | -3.26 | 24.57 | -14.20 | 61.06 | 51.63 | -19.14 | -26.99 | 11.17 | -40.49 | 1.63 | 30.75 | 34.80 | 17.80 | 64.34 | -34.41 | -40.48 | 4.42 | -0.37 | 87.51 | 26.33 | 18.31 |
| Sharpe Ratio | NA | 0.04 | 0.94 | 0.62 | 0.37 | NA | NA | … | … | 0.10 | 1.66 | 0.62 | 0.93 | -0.05 | 1.67 | -0.22 | 2.53 | -1.17 | 1.19 | -0.09 | 0.93 | -0.62 | 2.23 | 1.30 | -0.30 | -0.56 | 0.14 | -0.51 | -0.05 | 1.20 | 1.69 | 0.71 | 1.42 | -0.58 | -1.02 | 0.00 | -0.11 | 1.98 | 1.02 | 2.00 |
| Standard Deviation(%) | NA | 21.37 | 21.57 | 24.11 | 28.52 | NA | NA | … | … | 23.29 | 23.80 | 19.44 | 22.49 | 32.12 | 19.17 | 53.58 | 15.04 | 21.64 | 19.14 | 39.08 | 26.37 | 23.11 | 27.43 | 40.07 | 62.86 | 48.74 | 76.35 | 80.91 | 28.23 | 22.87 | 19.30 | 23.81 | 44.84 | 61.77 | 42.45 | 39.02 | 34.85 | 42.40 | 22.08 | 17.41 |
| Draw Down(%) | NA | 15.11 | 16.44 | 32.38 | 56.26 | NA | NA | … | … | 10.94 | 15.11 | 16.44 | 13.95 | 32.38 | 11.97 | 53.60 | 14.64 | 34.36 | 11.16 | 30.48 | 14.45 | 18.71 | 11.85 | 34.54 | 52.25 | 40.18 | 69.95 | 63.85 | 17.65 | 20.40 | 11.93 | 18.91 | 30.97 | 58.00 | 56.61 | 26.03 | 30.98 | 44.50 | 14.13 | 10.67 |
| Yield(%) | 0.00 | 5.60 | 8.30 | 7.68 | 7.12 | 7.31 | 4.33 | … | … | 5.65 | 6.92 | 6.46 | 6.41 | 5.57 | 7.15 | 2.90 | 7.09 | 5.19 | 4.98 | 4.52 | 4.54 | 4.14 | 5.16 | 6.74 | 5.73 | 3.09 | 4.48 | 4.74 | 3.42 | 5.03 | 3.21 | 2.17 | 3.11 | 2.33 | 1.36 | 3.13 | 1.20 | 1.89 | 2.05 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXAHY (Axa SA ADR) |
-33.66%
Feb 2006 – Feb 2009 |
-19.67%
May 2007 – May 2012 |
-9.52%
Feb 1999 – Feb 2009 |
0.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXAHY (Axa SA ADR) |
47.66%
Mar 2003 – Mar 2006 |
39.27%
Sep 2002 – Sep 2007 |
16.38%
Feb 2009 – Feb 2019 |
15.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart