Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHLSY (Chocoladefabriken Lindt & Sprüngli AG) | -20.44% | -27.96% | -1.34% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/11/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHLSY (Chocoladefabriken Lindt & Sprüngli AG) | 10/11/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | -27.96 | -1.34 | NA | NA | NA | NA | … | … | -20.44 | 33.29 | -6.05 | -87.76 | 1.66 |
| Sharpe Ratio | NA | -1.10 | -0.10 | NA | NA | NA | NA | … | … | -1.31 | 1.28 | -0.17 | -0.41 | 0.37 |
| Standard Deviation(%) | NA | 26.85 | 43.50 | NA | NA | NA | NA | … | … | 33.39 | 23.91 | 55.79 | 226.13 | 12.96 |
| Draw Down(%) | NA | 31.88 | 31.88 | NA | NA | NA | NA | … | … | 30.35 | 16.40 | 28.27 | 89.21 | 4.04 |
| Yield(%) | 0.00 | 1.42 | 1.51 | 0.15 | 0.07 | 0.05 | 0.04 | … | … | 1.57 | 1.64 | 1.23 | 0.15 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/11/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHLSY (Chocoladefabriken Lindt & Sprüngli AG) |
-46.81%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHLSY (Chocoladefabriken Lindt & Sprüngli AG) |
16.28%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart