Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BICEF (Société BIC SA) | 17.88% | 15.16% | 9.47% | 5.23% | -3.17% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BICEF (Société BIC SA) | 08/20/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.28 | 15.16 | 9.47 | 5.23 | -3.17 | NA | NA | … | … | 17.88 | -0.08 | -0.42 | 8.82 | 39.26 | -3.94 | -12.45 | -27.98 | -8.55 | -24.82 | -10.14 | 30.69 | 15.00 | -2.93 | 13.30 |
| Sharpe Ratio | NA | 0.50 | 0.17 | 0.04 | -0.14 | NA | NA | … | … | 1.32 | -0.09 | -0.22 | 0.18 | 0.81 | -0.06 | -0.24 | -1.07 | -0.35 | -1.52 | -0.77 | 1.13 | 1.26 | -0.13 | 2.00 |
| Standard Deviation(%) | NA | 26.12 | 28.23 | 33.51 | 37.97 | NA | NA | … | … | 24.56 | 32.86 | 32.56 | 25.39 | 47.08 | 64.53 | 52.14 | 27.34 | 28.00 | 16.75 | 13.46 | 27.24 | 11.89 | 22.18 | 20.90 |
| Draw Down(%) | NA | 16.75 | 18.42 | 39.14 | 69.98 | NA | NA | … | … | 10.99 | 16.75 | 16.62 | 23.10 | 22.46 | 33.58 | 39.48 | 38.01 | 31.06 | 26.37 | 16.12 | 9.88 | 6.20 | 19.01 | 0.00 |
| Yield(%) | 4.10 | 4.53 | 6.67 | 5.56 | 2.25 | 2.71 | 2.03 | … | … | 4.64 | 10.09 | 4.43 | 4.10 | 8.40 | 8.71 | 3.96 | 3.85 | 0.00 | 2.58 | 0.00 | 2.48 | 3.03 | 2.07 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICEF (Société BIC SA) |
-24.30%
Jun 2017 – Jun 2020 |
-20.28%
Jun 2015 – Jun 2020 |
-5.87%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICEF (Société BIC SA) |
17.25%
Mar 2022 – Mar 2025 |
12.66%
Jul 2020 – Jul 2025 |
-1.49%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart