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
BOIVF (Bolloré SE) 13.92% 1.41% 3.64% 4.80% 7.17% 29.55% NA
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
BOIVF (Bolloré SE) 10/18/2010 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 2015 2014 2013 2012 2011 2010
Annualized Return (%) 1.61 1.41 3.64 4.80 7.17 29.55 NA 13.92 -6.85 -2.33 14.36 0.20 35.57 -3.24 12.56 -25.73 56.11 -21.11 7.00 -26.66 293.86 74.26 564.43 -0.80
Sharpe Ratio NA -0.27 -0.10 0.08 0.17 NA NA 0.88 -0.32 -0.23 0.44 -0.04 1.40 -0.08 0.52 -0.99 2.21 -0.62 0.15 -0.67 4.39 2.59 3.53 -0.24
Standard Deviation(%) NA 28.16 27.75 28.24 29.71 NA NA 29.23 30.50 25.73 24.30 33.85 25.41 46.06 21.25 27.54 25.19 34.50 46.45 39.54 67.00 29.00 159.86 16.63
Draw Down(%) NA 22.85 26.46 30.84 57.08 NA NA 14.63 19.12 14.60 24.21 24.08 21.14 43.95 21.01 34.30 9.95 33.69 25.23 34.68 12.50 9.55 23.91 6.84
Yield(%) 0.00 1.47 1.54 1.53 1.97 17.98 15.81 0.00 1.54 1.23 1.89 1.13 1.76 1.55 1.51 1.11 1.61 1.31 1.21 0.69 90.91 1.51 137.61 0.00
Data as of 06/04/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOIVF (Bolloré SE) -14.82%
Nov 2013 – Nov 2016
-13.13%
Apr 2015 – Apr 2020
0.49%
Jun 2014 – Jun 2024
29.42%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOIVF (Bolloré SE) 260.43%
Mar 2011 – Mar 2014
104.79%
Nov 2010 – Nov 2015
45.00%
Feb 2011 – Feb 2021
30.40%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return