Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BICEY (Société BIC SA) | 7.56% | 5.72% | 8.24% | 1.77% | -3.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BICEY (Société BIC SA) | 05/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.66 | 5.72 | 8.24 | 1.77 | -3.03 | NA | NA | … | … | 7.56 | -0.81 | 1.50 | 6.48 | 31.83 | -2.09 | -13.79 | -30.00 | -3.37 | -17.27 | -5.93 | 13.21 | 18.58 | 17.11 |
| Sharpe Ratio | NA | 0.27 | 0.17 | 0.00 | -0.18 | NA | NA | … | … | 1.14 | -0.13 | -0.07 | 0.12 | 1.13 | -0.09 | -0.36 | -1.08 | -0.15 | -0.56 | -0.50 | 1.25 | 1.76 | 2.00 |
| Standard Deviation(%) | NA | 28.38 | 27.14 | 26.56 | 28.84 | NA | NA | … | … | 26.66 | 29.43 | 28.83 | 23.49 | 26.91 | 24.17 | 38.40 | 29.16 | 31.17 | 32.36 | 12.20 | 10.53 | 10.56 | 13.46 |
| Draw Down(%) | NA | 17.55 | 23.77 | 35.32 | 65.84 | NA | NA | … | … | 12.88 | 18.22 | 22.00 | 21.32 | 16.53 | 33.12 | 35.53 | 37.09 | 27.09 | 24.59 | 9.81 | 0.00 | 3.65 | 0.00 |
| Yield(%) | 2.82 | 3.09 | 5.69 | 4.06 | 2.34 | 2.85 | 2.14 | … | … | 3.21 | 5.36 | 6.82 | 4.20 | 4.21 | 3.77 | 3.92 | 3.86 | 3.58 | 2.77 | 1.84 | 2.28 | 2.95 | 3.12 |
Data as of 06/04/2026, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICEY (Société BIC SA) |
-26.07%
Apr 2017 – Apr 2020 |
-17.43%
Oct 2015 – Oct 2020 |
-5.49%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICEY (Société BIC SA) |
15.55%
Mar 2022 – Mar 2025 |
10.32%
Apr 2020 – Apr 2025 |
-1.20%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart