Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BYCBF (Barry Callebaut AG) | -10.32% | 53.87% | -7.93% | -6.28% | 3.56% | 4.31% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BYCBF (Barry Callebaut AG) | 04/06/2010 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.29 | 53.87 | -7.93 | -6.28 | 3.56 | 4.31 | NA | … | … | -10.32 | 17.48 | -16.00 | -14.95 | -17.93 | 8.52 | 11.57 | 33.05 | -23.93 | 79.07 | 12.51 | 5.11 | -16.90 | 31.21 | -0.04 | 17.72 | 28.11 |
| Sharpe Ratio | NA | 1.30 | -0.25 | -0.21 | 0.07 | NA | NA | … | … | -0.38 | 0.27 | -0.57 | -0.64 | -0.65 | 0.28 | 0.49 | 1.94 | -0.76 | 4.00 | 0.53 | 0.18 | -0.79 | 1.73 | -0.01 | 0.82 | 1.29 |
| Standard Deviation(%) | NA | 44.69 | 45.01 | 40.15 | 32.73 | NA | NA | … | … | 45.65 | 54.41 | 40.12 | 30.44 | 29.76 | 30.08 | 22.96 | 16.33 | 33.32 | 19.71 | 23.19 | 28.38 | 21.43 | 18.05 | 11.13 | 21.46 | 30.53 |
| Draw Down(%) | NA | 27.28 | 56.25 | 63.74 | 63.74 | NA | NA | … | … | 27.28 | 35.01 | 26.97 | 31.96 | 28.16 | 15.30 | 17.37 | 9.30 | 24.76 | 4.46 | 14.96 | 15.05 | 25.80 | 9.42 | 9.21 | 16.32 | 8.47 |
| Yield(%) | 0.00 | 3.79 | 1.71 | 1.46 | 2.28 | 2.39 | 2.70 | … | … | 2.21 | 2.37 | 2.09 | 1.44 | 1.29 | 1.05 | 1.32 | 1.57 | 1.03 | 1.32 | 1.38 | 1.56 | 1.32 | 1.06 | 1.60 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYCBF (Barry Callebaut AG) |
-26.06%
Apr 2022 – Apr 2025 |
-12.76%
Apr 2020 – Apr 2025 |
-1.31%
Apr 2015 – Apr 2025 |
4.01%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYCBF (Barry Callebaut AG) |
30.82%
Jan 2015 – Jan 2018 |
19.89%
Jan 2015 – Jan 2020 |
14.22%
Jul 2010 – Jul 2020 |
7.57%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart