Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BMXMF (bioMérieux S.A) -34.85% -36.82% -5.35% -4.94% NA NA NA
Data as of 06/04/2026, Common starting date is 09/22/2017
More Performance Analytics Comparison
Name Start Date End Date
BMXMF (bioMérieux S.A) 09/22/2017 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
Annualized Return (%) -3.67 -36.82 -5.35 -4.94 NA NA NA -34.85 20.94 -1.25 3.28 -23.60 2.03 55.54 37.49 -25.59 3.66
Sharpe Ratio NA -0.97 -0.34 -0.23 NA NA NA -1.21 0.75 -0.26 -0.04 -0.54 0.05 1.05 1.35 -0.86 0.63
Standard Deviation(%) NA 40.64 32.87 36.41 NA NA NA 56.31 24.39 30.49 26.63 46.72 37.42 52.41 26.82 31.53 21.42
Draw Down(%) NA 49.09 49.09 49.09 NA NA NA 41.40 20.64 18.14 15.19 44.95 32.36 20.64 14.70 35.81 7.26
Yield(%) 0.00 0.73 0.92 0.80 0.65 0.43 0.32 0.00 0.95 0.85 0.86 0.63 0.52 0.24 0.60 0.44 0.00
Data as of 06/04/2026, Common starting date is 09/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMXMF (bioMérieux S.A) -14.16%
Oct 2020 – Oct 2023
-6.43%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMXMF (bioMérieux S.A) 29.70%
Dec 2018 – Dec 2021
11.48%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return