Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CFNCF (Compagnie Financière Tradition SA) | 5.93% | 5.93% | 17.59% | 11.31% | 14.13% | 7.01% | NA | 7.45% |
Data as of 08/06/2025, AR inception is 04/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNCF (Compagnie Financière Tradition SA) | 04/26/2010 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.93 | 17.59 | 11.31 | 14.13 | 7.01 | NA | 7.45 | 5.93 | 15.17 | 39.30 | -5.62 | 7.80 | 18.65 | 3.60 | 4.62 | 60.32 | 5.20 | 40.02 | -1.08 | -21.68 | 13.69 | -40.29 | 6.32 |
| Sharpe Ratio | NA | 0.48 | 1.00 | 0.66 | 0.75 | NA | NA | 0.28 | 0.97 | 1.12 | 1.70 | -0.69 | 0.53 | 1.40 | 0.80 | 0.22 | 1.52 | 0.98 | 1.35 | -0.14 | -0.61 | 0.82 | -0.82 | 1.25 |
| Standard Deviation(%) | NA | 5.79 | 14.26 | 13.86 | 17.00 | NA | NA | 22.62 | 7.60 | 10.35 | 21.23 | 10.25 | 14.63 | 13.04 | 2.66 | 14.68 | 39.55 | 5.07 | 29.63 | 7.75 | 35.39 | 16.84 | 49.00 | 7.38 |
| Draw Down(%) | NA | 0.00 | 4.34 | 15.63 | 15.63 | NA | NA | 62.92 | 0.00 | 0.00 | 3.94 | 6.90 | 9.37 | 6.20 | 0.00 | 9.17 | 5.49 | 0.00 | 0.00 | 5.81 | 28.58 | 3.49 | 54.33 | 0.00 |
| Yield(%) | 0.00 | 5.60 | 6.89 | 5.90 | 7.28 | 3.83 | 3.17 | 4.22 | 5.60 | 5.45 | 6.51 | 5.25 | 5.28 | 5.68 | 0.00 | 0.00 | 6.60 | 4.95 | 5.69 | 4.78 | 0.00 | 6.14 | 4.89 | 5.95 |
Data as of 08/06/2025, AR inception is 04/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNCF (Compagnie Financière Tradition SA) |
-23.68%
Jun 2011 - Jun 2014 |
-8.12%
Jun 2011 - Jun 2016 |
3.62%
May 2010 - May 2020 |
7.01%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNCF (Compagnie Financière Tradition SA) |
39.04%
Feb 2015 - Feb 2018 |
23.87%
Jun 2013 - Jun 2018 |
17.36%
Jun 2014 - Jun 2024 |
7.01%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart