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
BPOSY (Bpost SA ADR) -17.45% 25.16% -22.15% -28.64% -18.94% NA NA
Data as of 06/03/2026, Common starting date is 10/31/2013
More Performance Analytics Comparison
Name Start Date End Date
BPOSY (Bpost SA ADR) 10/31/2013 06/03/2026
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
Annualized Return (%) 0.00 25.16 -22.15 -28.64 -18.94 NA NA -17.45 19.29 -60.20 10.38 -34.53 -17.35 -10.06 43.52 -66.31 37.95 -0.59 3.11 36.50 -1.12
Sharpe Ratio NA 0.34 -0.48 -0.61 -0.40 NA NA -0.86 0.26 -1.47 0.12 -0.69 -0.44 -0.13 1.22 -1.31 1.11 -0.02 0.10 1.23 -0.24
Standard Deviation(%) NA 66.54 53.67 51.16 51.40 NA NA 46.20 64.65 45.43 51.62 52.54 39.86 79.38 34.49 51.66 33.82 38.85 32.37 29.68 28.53
Draw Down(%) NA 28.68 71.08 85.48 92.98 NA NA 26.52 24.02 60.85 25.43 45.49 41.00 52.47 24.20 75.77 9.13 21.67 21.79 15.75 9.22
Yield(%) 0.00 0.00 1.10 1.70 2.24 3.36 2.52 0.00 0.00 2.73 8.18 6.43 0.00 0.00 10.95 5.00 6.26 5.88 5.46 8.04 6.00
Data as of 06/03/2026, Common starting date is 10/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPOSY (Bpost SA ADR) -34.29%
May 2022 – May 2025
-28.88%
May 2021 – May 2026
-20.55%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPOSY (Bpost SA ADR) 14.12%
Jan 2015 – Jan 2018
-4.39%
Nov 2013 – Nov 2018
-6.67%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return