Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLHWF (BELIMO Holding AG) | NA | 52.22% | 46.22% | -33.89% | -8.17% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLHWF (BELIMO Holding AG) | 04/18/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 52.22 | 46.22 | -33.89 | -8.17 | NA | NA | … | … | 46.67 | 30.37 | 14.00 | -3.76 | -94.03 | 30.67 | 54.99 | 0.97 | 52.58 | 9.12 | 0.13 | 0.13 | 11.23 |
| Sharpe Ratio | NA | 1.30 | 1.22 | -0.26 | -0.10 | NA | NA | … | … | 1.53 | 1.06 | 0.52 | -0.10 | -0.31 | 1.06 | 1.31 | -0.07 | 1.86 | 1.04 | 0.77 | 0.87 | 1.50 |
| Standard Deviation(%) | NA | 37.95 | 34.99 | 139.00 | 99.78 | NA | NA | … | … | 42.82 | 25.15 | 20.05 | 50.62 | 306.18 | 28.62 | 40.75 | 5.91 | 28.09 | 8.60 | 0.13 | 0.13 | 10.79 |
| Draw Down(%) | NA | 18.04 | 18.04 | 95.99 | 95.99 | NA | NA | … | … | 18.04 | 14.12 | 17.06 | 39.29 | 95.67 | 8.97 | 15.90 | 4.18 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.42 | 3.97 | 0.13 | 0.31 | 0.25 | 0.19 | … | … | 3.29 | 1.60 | 1.80 | 1.70 | 0.09 | 0.11 | 0.12 | 0.10 | 0.14 | 0.13 | 0.13 | 0.13 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHWF (BELIMO Holding AG) |
-62.56%
Nov 2019 – Nov 2022 |
-39.37%
Nov 2017 – Nov 2022 |
-15.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLHWF (BELIMO Holding AG) |
46.22%
Aug 2022 – Aug 2025 |
27.76%
Dec 2015 – Dec 2020 |
-8.17%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart