Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMRRY (B&M European Value Retail SA ADR) | 22.37% | -24.06% | -20.23% | -12.40% | 1.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMRRY (B&M European Value Retail SA ADR) | 04/13/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 20.11 | -24.06 | -20.23 | -12.40 | 1.74 | NA | NA | … | … | 22.37 | -48.29 | -32.10 | 54.98 | -40.27 | 36.54 | 55.92 | 51.73 | -34.80 | 71.83 | -11.18 |
| Sharpe Ratio | NA | -0.96 | -0.62 | -0.51 | -0.04 | NA | NA | … | … | 0.08 | -1.03 | -1.35 | 1.83 | -0.99 | 1.36 | 1.34 | 1.52 | -1.18 | 2.65 | -0.19 |
| Standard Deviation(%) | NA | 50.82 | 38.73 | 37.30 | 40.48 | NA | NA | … | … | 44.26 | 50.03 | 26.51 | 28.27 | 42.26 | 26.77 | 41.43 | 32.99 | 30.78 | 27.04 | 81.69 |
| Draw Down(%) | NA | 53.87 | 68.70 | 69.39 | 69.39 | NA | NA | … | … | 21.35 | 54.10 | 39.77 | 14.00 | 61.33 | 14.64 | 38.16 | 22.49 | 42.25 | 11.77 | 42.39 |
| Yield(%) | 0.00 | 4.62 | 4.88 | 5.27 | 7.52 | 5.58 | 4.18 | … | … | 0.00 | 8.32 | 6.30 | 7.42 | 2.24 | 12.86 | 10.99 | 2.64 | 1.70 | 2.27 | 4.88 |
Data as of 06/04/2026, Common starting date is 04/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRRY (B&M European Value Retail SA ADR) |
-24.30%
Mar 2023 – Mar 2026 |
-16.85%
May 2021 – May 2026 |
-0.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRRY (B&M European Value Retail SA ADR) |
47.82%
Dec 2018 – Dec 2021 |
32.85%
Oct 2016 – Oct 2021 |
-0.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart