Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGAOF (Proximus PLC) | 5.35% | 23.33% | 8.18% | -9.17% | -5.16% | -2.43% | NA | … | … |
Data as of 04/27/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGAOF (Proximus PLC) | 06/25/2008 | 04/27/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.33 | 8.18 | -9.17 | -5.16 | -2.43 | NA | … | … | 5.35 | 77.74 | -34.79 | 2.27 | -46.13 | -1.78 | -21.30 | 13.79 | -15.88 | 17.64 | 4.40 | -17.55 | 55.57 | 5.63 | -2.41 | -8.13 | 20.32 | -9.16 | -17.48 |
| Sharpe Ratio | NA | 0.71 | 0.18 | -0.39 | -0.25 | NA | NA | … | … | 2.34 | 2.24 | -1.40 | -0.07 | -1.28 | -0.06 | -0.55 | 0.77 | -0.71 | 1.63 | 0.39 | -1.08 | 2.28 | 0.25 | -0.12 | -0.44 | 1.37 | -0.35 | -0.97 |
| Standard Deviation(%) | NA | 29.07 | 26.67 | 29.56 | 26.78 | NA | NA | … | … | 6.54 | 34.15 | 27.45 | 19.97 | 37.20 | 29.86 | 39.13 | 16.10 | 24.51 | 10.44 | 10.68 | 16.27 | 24.37 | 22.30 | 20.21 | 18.50 | 14.74 | 26.51 | 32.52 |
| Draw Down(%) | NA | 19.44 | 40.65 | 68.22 | 73.84 | NA | NA | … | … | 0.00 | 19.44 | 40.65 | 23.54 | 52.83 | 19.25 | 33.33 | 5.34 | 28.10 | 1.60 | 7.18 | 21.05 | 4.81 | 15.93 | 10.51 | 22.07 | 3.51 | 21.76 | 28.33 |
| Yield(%) | 0.00 | 7.96 | 7.72 | 4.82 | 4.39 | 4.11 | 3.19 | … | … | 0.00 | 14.19 | 8.98 | 13.77 | 6.57 | 6.93 | 5.47 | 6.21 | 3.66 | 5.63 | 5.52 | 4.22 | 10.79 | 9.93 | 6.48 | 5.94 | 6.72 | 5.48 | 1.05 |
Data as of 04/27/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAOF (Proximus PLC) |
-28.91%
Dec 2021 – Dec 2024 |
-22.60%
Dec 2019 – Dec 2024 |
-12.30%
Dec 2014 – Dec 2024 |
-5.26%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAOF (Proximus PLC) |
20.83%
Jun 2013 – Jun 2016 |
13.71%
Mar 2013 – Mar 2018 |
6.67%
Apr 2009 – Apr 2019 |
-0.46%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart