Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVRDF (Bureau Veritas SA) | NA | 13.47% | 8.98% | 10.60% | 5.79% | 7.91% | NA | … | … |
Data as of 08/15/2025, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVRDF (Bureau Veritas SA) | 04/27/2010 | 08/15/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.47 | 8.98 | 10.60 | 5.79 | 7.91 | NA | … | … | 7.00 | 27.23 | -1.65 | -18.40 | 24.07 | -0.22 | 33.21 | -21.99 | 46.67 | -1.24 | -7.85 | -25.99 | 18.12 | 23.27 | 16.30 | 35.06 |
| Sharpe Ratio | NA | 0.50 | 0.26 | 0.36 | 0.15 | NA | NA | … | … | 0.43 | 1.26 | -0.24 | -0.69 | 1.02 | -0.01 | 1.21 | -0.73 | 1.66 | -0.04 | -0.48 | -1.06 | 0.87 | 0.95 | 1.22 | 1.93 |
| Standard Deviation(%) | NA | 20.52 | 21.45 | 23.69 | 29.27 | NA | NA | … | … | 19.84 | 18.70 | 22.17 | 28.67 | 23.60 | 45.50 | 26.12 | 32.20 | 27.88 | 37.43 | 16.32 | 24.48 | 20.70 | 24.72 | 13.35 | 28.45 |
| Draw Down(%) | NA | 8.96 | 20.67 | 35.36 | 40.58 | NA | NA | … | … | 8.24 | 7.15 | 18.33 | 33.93 | 11.29 | 40.58 | 12.39 | 34.57 | 9.57 | 22.50 | 13.80 | 29.29 | 10.23 | 14.30 | 0.00 | 6.03 |
| Yield(%) | 0.00 | 3.26 | 3.28 | 3.35 | 2.65 | 1.37 | 1.06 | … | … | 3.08 | 3.60 | 3.13 | 1.80 | 1.59 | 0.00 | 2.83 | 2.46 | 3.11 | 2.89 | 2.37 | 2.15 | 1.76 | 1.48 | 1.53 | 0.47 |
Data as of 08/15/2025, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVRDF (Bureau Veritas SA) |
-14.04%
Oct 2013 – Oct 2016 |
-5.08%
Dec 2013 – Dec 2018 |
-0.87%
Oct 2013 – Oct 2023 |
7.91%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVRDF (Bureau Veritas SA) |
31.45%
May 2010 – May 2013 |
13.54%
Dec 2016 – Dec 2021 |
7.51%
Jul 2010 – Jul 2020 |
8.18%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart