Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVDRF (Marie Brizard Wine & Spirits SA) | NA | 0.00% | 19.97% | 3.89% | -14.21% | NA | NA | … | … |
Data as of 08/12/2024, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVDRF (Marie Brizard Wine & Spirits SA) | 01/18/2012 | 08/12/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 19.97 | 3.89 | -14.21 | NA | NA | … | … | 0.00 | -4.07 | 82.43 | -9.64 | -12.17 | -33.22 | -79.04 | -28.50 | -6.72 | 57.14 | -1.68 | -73.16 | -45.32 |
| Sharpe Ratio | NA | 0.00 | 0.50 | 0.03 | -0.25 | NA | NA | … | … | 0.00 | -2.90 | 1.35 | -0.33 | -0.09 | -0.73 | -0.95 | -0.69 | -0.34 | 1.07 | -0.04 | -0.76 | -0.42 |
| Standard Deviation(%) | NA | 0.39 | 34.90 | 68.74 | 61.95 | NA | NA | … | … | NA | 2.90 | 60.24 | 43.33 | 132.79 | 47.35 | 84.35 | 42.10 | 20.38 | 53.18 | 39.35 | 96.13 | 112.50 |
| Draw Down(%) | NA | 0.00 | 4.07 | 65.30 | 96.04 | NA | NA | … | … | 0.00 | 4.07 | 0.00 | 23.08 | 50.79 | 46.31 | 81.10 | 31.72 | 28.84 | 23.43 | 18.71 | 79.18 | 50.75 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/12/2024, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVDRF (Marie Brizard Wine & Spirits SA) |
-60.29%
May 2017 – May 2020 |
-47.11%
May 2015 – May 2020 |
-33.61%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVDRF (Marie Brizard Wine & Spirits SA) |
42.66%
May 2020 – May 2023 |
3.89%
Jul 2019 – Jul 2024 |
-12.94%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart