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
BCNAY (Barco NV ADR) -9.59% -2.30% -19.62% -6.19% -4.71% NA NA
Data as of 06/04/2026, Common starting date is 05/06/2016
More Performance Analytics Comparison
Name Start Date End Date
BCNAY (Barco NV ADR) 05/06/2016 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
Annualized Return (%) 0.00 -2.30 -19.62 -6.19 -4.71 NA NA -9.59 -1.18 -41.87 47.43 2.21 -0.02 -77.89 104.36 7.97 47.21 7.46
Sharpe Ratio NA -0.24 -0.55 -0.19 -0.09 NA NA -1.27 -0.08 -0.95 1.60 0.02 0.00 -0.44 1.83 0.29 1.52 0.55
Standard Deviation(%) NA 20.67 41.92 46.04 69.99 NA NA 19.15 53.22 47.96 27.62 35.15 75.79 176.29 56.37 22.55 30.74 20.67
Draw Down(%) NA 23.76 63.79 64.73 91.05 NA NA 14.11 37.70 46.74 4.28 15.16 29.56 86.36 12.17 17.23 6.84 8.99
Yield(%) 0.00 4.65 2.06 2.52 3.49 2.28 1.71 4.30 3.65 1.83 2.48 2.16 2.31 1.25 2.26 2.31 2.74 0.00
Data as of 06/04/2026, Common starting date is 05/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCNAY (Barco NV ADR) -39.09%
Dec 2019 – Dec 2022
-35.35%
Feb 2020 – Feb 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCNAY (Barco NV ADR) 51.37%
Feb 2017 – Feb 2020
-2.85%
Dec 2020 – Dec 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return