Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRRLY (Barry Callebaut AG) | -11.40% | -31.16% | -19.37% | -8.40% | NA | NA | NA | -3.45% |
Data as of 07/03/2025, AR inception is 12/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRRLY (Barry Callebaut AG) | 12/24/2018 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.42 | -31.16 | -19.37 | -8.40 | NA | NA | NA | -3.45 | -11.40 | -19.82 | -9.31 | -20.83 | 12.78 | 7.49 | 30.99 | 0.00 |
| Sharpe Ratio | NA | -0.80 | -0.55 | -0.27 | NA | NA | NA | -0.14 | -0.59 | -0.63 | -0.34 | -0.41 | 0.67 | 0.30 | 1.00 | 0.00 |
| Standard Deviation(%) | NA | 40.35 | 41.65 | 39.78 | NA | NA | NA | 37.24 | 48.84 | 37.43 | 38.45 | 54.26 | 18.97 | 23.84 | 29.51 | NA |
| Draw Down(%) | NA | 51.21 | 60.98 | 65.99 | NA | NA | NA | 65.99 | 36.47 | 28.51 | 40.48 | 38.66 | 10.38 | 14.73 | 2.38 | 0.00 |
| Yield(%) | 0.00 | 1.86 | 1.34 | 1.54 | 1.13 | 0.75 | 0.56 | 1.88 | 2.40 | 2.20 | 1.48 | 1.25 | 1.15 | 1.32 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRLY (Barry Callebaut AG) |
-25.85%
Apr 2022 - Apr 2025 |
-15.66%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRLY (Barry Callebaut AG) |
22.39%
Jan 2019 - Jan 2022 |
5.02%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart