Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOIRF (Boiron SA) | NA | -30.43% | -1.63% | 7.81% | -3.58% | 3.55% | 4.85% | … | … |
Data as of 10/21/2024, Common starting date is 05/03/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOIRF (Boiron SA) | 05/03/1996 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.43 | -1.63 | 7.81 | -3.58 | 3.55 | 4.85 | … | … | -12.51 | 27.35 | -0.15 | -5.08 | 41.43 | -32.55 | -38.67 | -0.92 | -17.31 | 23.59 | 47.99 | 110.73 | 23.40 | -31.02 | 1.69 | 55.58 | -2.91 | 13.94 | -15.51 | -10.83 | 29.03 | -68.79 | 3.47 | 26.32 | -5.00 | -14.29 | 27.27 | -53.39 | -5.98 |
| Sharpe Ratio | NA | -0.97 | -0.16 | 0.18 | -0.17 | NA | NA | … | … | -0.66 | 0.60 | -0.05 | -0.26 | 1.42 | -1.28 | -1.50 | -0.13 | -0.41 | 0.87 | 0.95 | 2.66 | 0.56 | -0.64 | 0.06 | 1.63 | -0.11 | 0.45 | -0.51 | -0.48 | 0.91 | -0.59 | 0.23 | 0.66 | -0.65 | -0.62 | 0.86 | -0.69 | -0.91 |
| Standard Deviation(%) | NA | 38.15 | 34.62 | 30.67 | 29.87 | NA | NA | … | … | 33.92 | 39.16 | 32.20 | 19.58 | 28.85 | 26.46 | 26.63 | 12.40 | 42.49 | 27.12 | 50.69 | 41.63 | 41.73 | 48.81 | 24.77 | 34.13 | 34.34 | 24.45 | 36.85 | 27.35 | 30.90 | 117.54 | 10.42 | 36.96 | 13.98 | 28.46 | 27.77 | 81.81 | 13.53 |
| Draw Down(%) | NA | 36.16 | 36.16 | 36.16 | 71.04 | NA | NA | … | … | 26.10 | 20.49 | 19.34 | 14.42 | 18.26 | 35.26 | 42.16 | 9.82 | 33.39 | 12.82 | 23.53 | 8.21 | 24.64 | 36.42 | 18.36 | 10.78 | 19.51 | 21.32 | 30.47 | 26.43 | 20.07 | 69.13 | 6.52 | 6.14 | 10.83 | 25.14 | 13.04 | 59.65 | 9.71 |
| Yield(%) | 0.00 | 2.69 | 9.48 | 9.50 | 3.06 | 5.33 | 6.08 | … | … | 3.38 | 28.41 | 2.31 | 2.37 | 3.33 | 3.00 | 2.09 | 1.96 | 2.07 | 1.79 | 2.55 | 2.90 | 2.72 | 1.84 | 1.84 | 2.40 | 0.00 | 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 10/21/2024, Common starting date is 05/03/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOIRF (Boiron SA) |
-35.33%
Feb 2003 – Feb 2006 |
-23.72%
Aug 2001 – Aug 2006 |
-16.87%
Aug 1996 – Aug 2006 |
-9.65%
Jun 1997 – Jun 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOIRF (Boiron SA) |
69.53%
Jun 2012 – Jun 2015 |
34.65%
Jun 2012 – Jun 2017 |
19.15%
Aug 2006 – Aug 2016 |
10.02%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart