Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFRUY (Compagnie Financiere Richemont) | -4.69% | 13.67% | 11.39% | 12.67% | 15.69% | 10.37% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFRUY (Compagnie Financiere Richemont) | 12/30/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.56 | 13.67 | 11.39 | 12.67 | 15.69 | 10.37 | NA | … | … | -4.69 | 44.33 | 13.27 | 9.46 | -10.99 | 69.48 | 18.03 | 24.42 | -26.65 | 40.30 | -5.07 | -18.07 | -9.78 | 29.82 | 56.59 | -14.66 | 80.18 | 0.61 |
| Sharpe Ratio | NA | 0.44 | 0.27 | 0.35 | 0.47 | NA | NA | … | … | -0.08 | 1.31 | 0.34 | 0.18 | -0.26 | 2.31 | 0.45 | 0.97 | -1.22 | 2.17 | -0.18 | -0.71 | -0.49 | 1.09 | 1.74 | -0.30 | 2.18 | NA |
| Standard Deviation(%) | NA | 30.39 | 31.99 | 35.74 | 31.99 | NA | NA | … | … | 37.75 | 31.81 | 28.56 | 32.24 | 48.29 | 30.04 | 39.41 | 23.76 | 23.10 | 18.36 | 30.17 | 25.32 | 19.98 | 27.42 | 32.73 | 48.42 | 36.69 | 0.00 |
| Draw Down(%) | NA | 25.50 | 33.36 | 39.92 | 45.38 | NA | NA | … | … | 25.50 | 27.22 | 19.67 | 33.36 | 39.92 | 20.50 | 38.64 | 19.29 | 37.00 | 7.82 | 23.60 | 21.67 | 23.88 | 15.32 | 24.14 | 36.68 | 20.85 | 0.00 |
| Yield(%) | 0.00 | 2.02 | 2.27 | 2.55 | 4.15 | 3.20 | 4.70 | … | … | 0.00 | 2.45 | 2.37 | 2.90 | 2.21 | 2.36 | 1.80 | 3.15 | 2.21 | 2.92 | 2.43 | 1.81 | 1.53 | 1.38 | 1.13 | 0.85 | 0.88 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRUY (Compagnie Financiere Richemont) |
-14.03%
Aug 2013 – Aug 2016 |
-6.55%
Nov 2013 – Nov 2018 |
3.90%
Oct 2013 – Oct 2023 |
9.79%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRUY (Compagnie Financiere Richemont) |
46.23%
Mar 2020 – Mar 2023 |
29.74%
May 2020 – May 2025 |
16.75%
May 2016 – May 2026 |
15.12%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart