Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCHBF (Coca-Cola HBC AG) | 9.71% | 7.35% | 27.61% | 14.79% | 13.81% | 8.04% | NA | … | … |
Data as of 05/21/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCHBF (Coca-Cola HBC AG) | 04/06/2010 | 05/21/2026 |
| 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 (%) | 0.00 | 7.35 | 27.61 | 14.79 | 13.81 | 8.04 | NA | … | … | 9.71 | 52.89 | 24.74 | 20.54 | -27.51 | 17.48 | -4.88 | 10.64 | -10.55 | 68.79 | -3.84 | 14.08 | -31.49 | 35.86 | 30.03 | -33.80 | -6.19 |
| Sharpe Ratio | NA | 0.35 | 0.70 | 0.35 | 0.28 | NA | NA | … | … | 1.51 | 1.10 | 0.55 | 0.46 | -0.69 | 0.94 | -0.05 | 0.46 | -0.63 | 2.82 | -0.25 | 0.42 | -1.57 | 1.30 | 0.86 | -0.76 | -0.26 |
| Standard Deviation(%) | NA | 19.60 | 34.74 | 35.11 | 43.91 | NA | NA | … | … | 16.21 | 43.08 | 35.52 | 36.10 | 41.85 | 18.56 | 103.84 | 20.27 | 18.89 | 24.29 | 16.00 | 33.49 | 20.09 | 27.66 | 35.12 | 44.31 | 31.51 |
| Draw Down(%) | NA | 13.87 | 20.65 | 47.90 | 51.12 | NA | NA | … | … | 2.43 | 13.87 | 11.54 | 22.32 | 45.08 | 7.21 | 50.33 | 12.00 | 15.59 | 2.72 | 9.95 | 15.20 | 31.49 | 13.73 | 21.96 | 49.91 | 23.15 |
| Yield(%) | 0.00 | 0.00 | 3.12 | 2.61 | 3.35 | 2.22 | 1.47 | … | … | 0.00 | 0.00 | 6.75 | 3.44 | 2.08 | 2.51 | 2.13 | 0.00 | 1.86 | 2.48 | 2.04 | 2.07 | 1.68 | 2.05 | 0.00 | 0.00 | 0.00 |
Data as of 05/21/2026, 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 |
|---|---|---|---|---|
| CCHBF (Coca-Cola HBC AG) |
-14.84%
Apr 2019 – Apr 2022 |
-6.73%
Feb 2011 – Feb 2016 |
0.94%
Nov 2013 – Nov 2023 |
5.85%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCHBF (Coca-Cola HBC AG) |
42.73%
May 2022 – May 2025 |
24.77%
Apr 2020 – Apr 2025 |
13.91%
Apr 2015 – Apr 2025 |
8.21%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart