Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFRHF (Compagnie Financière Richemont SA) | -4.02% | 13.89% | 14.27% | 14.18% | 29.62% | 18.91% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFRHF (Compagnie Financière Richemont SA) | 11/13/2008 | 06/05/2026 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.26 | 13.89 | 14.27 | 14.18 | 29.62 | 18.91 | NA | … | … | -4.02 | 49.78 | 16.21 | 7.68 | -11.23 | 67.44 | 259.34 | 23.54 | -28.82 | 42.67 | -6.84 | -17.73 | -8.64 | 31.45 | 53.13 | -14.00 | 75.23 | 82.95 | 11.89 |
| Sharpe Ratio | NA | 0.38 | 0.29 | 0.35 | 0.58 | NA | NA | … | … | -0.04 | 1.22 | 0.36 | 0.13 | -0.25 | 1.87 | 2.14 | 0.79 | -1.30 | 2.23 | -0.22 | -0.71 | -0.45 | 1.19 | 1.51 | -0.30 | 2.30 | 1.80 | 2.13 |
| Standard Deviation(%) | NA | 39.77 | 37.99 | 40.41 | 50.41 | NA | NA | … | … | 48.37 | 39.15 | 34.82 | 31.64 | 50.76 | 35.99 | 120.22 | 28.07 | 23.25 | 18.91 | 32.76 | 25.04 | 19.32 | 26.36 | 35.53 | 47.57 | 32.71 | 46.04 | 66.81 |
| Draw Down(%) | NA | 27.06 | 34.24 | 40.13 | 42.00 | NA | NA | … | … | 26.59 | 27.80 | 19.47 | 34.24 | 39.11 | 23.06 | 42.00 | 20.63 | 36.89 | 7.43 | 23.39 | 20.92 | 23.70 | 14.40 | 23.61 | 37.85 | 19.75 | 36.88 | 13.41 |
| Yield(%) | 0.00 | 1.97 | 4.60 | 4.26 | 5.99 | 4.21 | 12.55 | … | … | 0.00 | 7.74 | 4.64 | 2.92 | 2.24 | 2.33 | 4.18 | 1.04 | 2.14 | 2.86 | 2.48 | 1.86 | 1.50 | 0.47 | 0.36 | 0.29 | 0.36 | 0.54 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRHF (Compagnie Financière Richemont SA) |
-14.11%
Jul 2013 – Jul 2016 |
-6.60%
Nov 2013 – Nov 2018 |
9.68%
Nov 2009 – Nov 2019 |
18.20%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRHF (Compagnie Financière Richemont SA) |
95.16%
Dec 2018 – Dec 2021 |
49.82%
Dec 2016 – Dec 2021 |
30.69%
May 2016 – May 2026 |
28.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart