Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTEAF (Bénéteau S.A) | NA | -3.54% | -5.45% | 12.67% | NA | NA | NA | … | … |
Data as of 06/24/2025, Common starting date is 09/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTEAF (Bénéteau S.A) | 09/28/2017 | 06/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.54 | -5.45 | 12.67 | NA | NA | NA | … | … | 14.42 | -9.06 | -5.48 | -31.73 | 50.00 | 15.18 | -39.91 | -0.82 | 0.00 |
| Sharpe Ratio | NA | -0.13 | -0.17 | 0.21 | NA | NA | NA | … | … | 0.49 | -0.43 | -0.13 | -1.12 | 1.70 | 0.16 | -0.94 | -0.05 | 0.00 |
| Standard Deviation(%) | NA | 50.81 | 51.91 | 51.21 | NA | NA | NA | … | … | 61.25 | 29.58 | 72.41 | 29.69 | 29.44 | 90.57 | 44.02 | 42.69 | NA |
| Draw Down(%) | NA | 24.80 | 44.89 | 44.89 | NA | NA | NA | … | … | 24.80 | 24.39 | 39.39 | 31.73 | 0.00 | 48.09 | 40.87 | 29.63 | 0.00 |
| Yield(%) | 0.00 | 2.50 | 3.65 | 5.57 | 1.34 | 0.89 | 0.67 | … | … | 2.96 | 7.30 | 3.82 | 1.82 | 0.00 | 0.00 | 1.61 | 1.51 | 0.00 |
Data as of 06/24/2025, Common starting date is 09/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEAF (Bénéteau S.A) |
-27.53%
Oct 2017 – Oct 2020 |
-12.99%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEAF (Bénéteau S.A) |
40.08%
Aug 2020 – Aug 2023 |
12.67%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart