Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BG (Bunge Global SA) | 43.64% | 76.06% | 14.56% | 10.06% | 9.54% | 6.58% | 6.41% | … | … |
Data as of 06/05/2026, Common starting date is 08/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BG (Bunge Global SA) | 08/02/2001 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.56 | 76.06 | 14.56 | 10.06 | 9.54 | 6.58 | 6.41 | … | … | 43.64 | 18.56 | -20.74 | 3.78 | 9.28 | 45.89 | 18.91 | 11.74 | -18.00 | -5.71 | 8.68 | -23.54 | 12.47 | 14.67 | 29.12 | -11.43 | 4.28 | 25.04 | -55.09 | 61.80 | 29.46 | 0.31 | 75.28 | 38.95 | 5.23 | 45.50 |
| Sharpe Ratio | NA | 1.87 | 0.34 | 0.26 | 0.25 | NA | NA | … | … | 4.48 | 0.50 | -0.98 | 0.00 | 0.24 | 1.70 | 0.38 | 0.42 | -0.71 | -0.22 | 0.24 | -0.97 | 0.68 | 0.79 | 1.55 | -0.39 | 0.12 | 0.52 | -0.76 | 1.77 | 0.91 | -0.08 | 2.99 | 1.73 | 0.10 | 3.21 |
| Standard Deviation(%) | NA | 30.61 | 27.21 | 29.10 | 30.95 | NA | NA | … | … | 28.01 | 31.75 | 24.74 | 28.51 | 33.50 | 26.94 | 48.59 | 24.19 | 27.37 | 29.23 | 34.69 | 24.38 | 18.44 | 18.49 | 18.90 | 29.11 | 34.72 | 47.81 | 73.78 | 33.21 | 28.84 | 25.93 | 24.88 | 22.14 | 39.54 | 48.44 |
| Draw Down(%) | NA | 15.39 | 38.82 | 41.51 | 60.51 | NA | NA | … | … | 8.33 | 15.76 | 31.89 | 14.83 | 34.67 | 18.97 | 47.32 | 14.00 | 35.09 | 21.23 | 30.01 | 32.73 | 10.47 | 16.61 | 16.72 | 25.89 | 34.56 | 25.34 | 77.34 | 15.78 | 20.94 | 28.06 | 17.28 | 15.06 | 25.16 | 13.78 |
| Yield(%) | 0.00 | 3.82 | 2.99 | 2.86 | 3.31 | 2.70 | 2.88 | … | … | 1.53 | 3.58 | 2.66 | 2.70 | 2.45 | 3.12 | 3.47 | 3.74 | 2.82 | 2.40 | 2.39 | 1.58 | 1.56 | 1.54 | 1.77 | 1.47 | 1.36 | 1.50 | 0.59 | 0.92 | 1.08 | 0.98 | 1.45 | 1.76 | 1.67 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BG (Bunge Global SA) |
-18.54%
May 2017 – May 2020 |
-13.45%
May 2015 – May 2020 |
-3.83%
Dec 2007 – Dec 2017 |
-1.26%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BG (Bunge Global SA) |
46.27%
Jun 2002 – Jun 2005 |
38.61%
Dec 2002 – Dec 2007 |
14.78%
Oct 2001 – Oct 2011 |
11.61%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart