Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMDPF (Banca Monte dei Paschi di Siena S.p.A) | 57.49% | 104.71% | 1.45% | 43.95% | -25.45% | NA | NA | -39.38% |
Data as of 07/02/2025, AR inception is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMDPF (Banca Monte dei Paschi di Siena S.p.A) | 02/23/2012 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 104.71 | 1.45 | 43.95 | -25.45 | NA | NA | -39.38 | 57.49 | 141.37 | 38.02 | 76.15 | -30.13 | 4.70 | -9.15 | -64.43 | -70.54 | -88.14 | -88.00 | -64.79 | -10.71 | -48.15 |
| Sharpe Ratio | NA | 2.45 | 0.13 | 0.03 | -0.02 | NA | NA | -0.04 | 2.98 | 2.50 | 0.58 | 0.03 | -0.01 | 0.00 | -0.23 | -1.11 | -0.66 | -0.57 | -0.48 | -0.70 | -0.18 | -0.66 |
| Standard Deviation(%) | NA | 40.19 | 986.18 | 1,558.56 | 1,207.44 | NA | NA | 1,047.09 | 48.52 | 54.00 | 58.48 | 2,306.47 | 2,149.03 | 2,148.33 | 45.41 | 59.54 | 107.70 | 155.26 | 181.92 | 92.81 | 59.43 | 81.73 |
| Draw Down(%) | NA | 14.78 | 97.36 | 99.09 | 99.85 | NA | NA | 100.00 | 14.78 | 15.82 | 33.33 | 98.58 | 97.33 | 97.50 | 28.66 | 66.53 | 75.65 | 88.45 | 90.72 | 85.33 | 40.00 | 63.16 |
| Yield(%) | 0.00 | 19.20 | 4.04 | 14.33 | 0.06 | 0.00 | 0.00 | 0.00 | 14.77 | 10.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMDPF (Banca Monte dei Paschi di Siena S.p.A) |
-86.57%
Mar 2015 - Mar 2018 |
-80.38%
May 2014 - May 2019 |
-60.27%
Aug 2012 - Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMDPF (Banca Monte dei Paschi di Siena S.p.A) |
179.61%
Sep 2019 - Sep 2022 |
50.62%
Mar 2020 - Mar 2025 |
-26.15%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart