Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CGUSY (Casino Guichard Perrachon SA ADR) NA -99.31% -88.48% -73.98% -52.49% NA NA
Data as of 04/17/2024, Common starting date is 07/20/2009
More Performance Analytics Comparison
Name Start Date End Date
CGUSY (Casino Guichard Perrachon SA ADR) 07/20/2009 04/17/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -87.50 -99.31 -88.48 -73.98 -52.49 NA NA -92.86 -93.10 -60.43 -16.99 -36.29 27.54 -28.22 33.99 13.90 -48.11 -16.71 23.02 21.82 -9.05 56.89 0.00
Sharpe Ratio NA -0.77 -0.90 -0.83 -0.72 NA NA -1.32 -0.74 -0.94 -0.75 -0.81 0.53 -0.63 0.84 0.34 -1.30 -0.75 0.99 1.11 -0.31 1.37 0.00
Standard Deviation(%) NA 128.06 87.92 74.08 59.25 NA NA 67.97 131.39 66.11 22.58 45.10 49.72 46.95 40.03 40.43 36.94 22.27 23.18 19.78 29.41 41.57 NA
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 95.40 72.74 30.93 51.24 45.72 50.03 14.96 27.01 50.36 31.96 16.80 11.36 26.40 1.56 0.00
Yield(%) 0.00 0.00 0.00 0.80 1.80 3.88 2.91 0.00 0.00 0.00 0.00 0.00 4.41 5.90 7.21 11.90 3.86 3.80 4.05 4.60 4.28 5.27 0.00
Data as of 04/17/2024, Common starting date is 07/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGUSY (Casino Guichard Perrachon SA ADR) -76.96%
Mar 2021 – Mar 2024
-60.40%
Mar 2019 – Mar 2024
-41.41%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGUSY (Casino Guichard Perrachon SA ADR) 26.07%
Oct 2010 – Oct 2013
18.30%
Aug 2009 – Aug 2014
3.79%
Oct 2009 – Oct 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return