Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DANOY (Danone PK) | -15.46% | -10.02% | 10.66% | 3.96% | 3.53% | 3.06% | 3.92% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DANOY (Danone PK) | 11/18/1996 | 06/04/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | -10.02 | 10.66 | 3.96 | 3.53 | 3.06 | 3.92 | … | … | -15.46 | 38.64 | 7.32 | 27.20 | -11.99 | -2.25 | -17.72 | 21.18 | -14.14 | 36.81 | -5.15 | 6.90 | -7.83 | 11.21 | 8.69 | 2.47 | 6.56 | 11.04 | -31.72 | 12.52 | 57.26 | 16.24 | 15.45 | 24.01 | 12.99 | -21.57 | 33.51 | -17.22 | 57.34 | 26.55 | -1.74 |
| Sharpe Ratio | NA | -0.74 | 0.28 | 0.04 | 0.08 | NA | NA | … | … | -1.52 | 1.83 | 0.25 | 1.51 | -0.50 | -0.11 | -0.56 | 1.22 | -0.79 | 2.12 | -0.25 | 0.34 | -0.44 | 0.52 | 0.35 | 0.08 | 0.24 | 0.30 | -0.64 | 0.34 | 2.80 | 0.54 | 0.81 | 1.22 | 0.52 | -0.88 | 0.69 | -0.72 | 1.77 | 0.91 | -0.97 |
| Standard Deviation(%) | NA | 22.35 | 18.94 | 20.57 | 21.44 | NA | NA | … | … | 27.41 | 19.58 | 15.01 | 15.72 | 27.10 | 20.29 | 32.17 | 16.20 | 19.71 | 17.11 | 21.82 | 19.98 | 17.91 | 21.49 | 24.61 | 31.14 | 26.81 | 36.36 | 51.21 | 27.54 | 19.32 | 26.11 | 17.85 | 19.10 | 22.64 | 27.55 | 42.18 | 28.78 | 30.35 | 25.04 | 18.40 |
| Draw Down(%) | NA | 20.77 | 20.77 | 37.81 | 43.35 | NA | NA | … | … | 18.71 | 12.05 | 9.49 | 16.93 | 28.17 | 23.84 | 32.34 | 10.81 | 18.61 | 5.49 | 22.07 | 16.75 | 18.86 | 13.66 | 19.16 | 23.68 | 20.32 | 31.47 | 44.23 | 21.45 | 12.79 | 15.11 | 14.00 | 15.73 | 18.97 | 27.01 | 28.30 | 26.11 | 22.29 | 20.22 | 8.40 |
| Yield(%) | 0.00 | 3.09 | 4.06 | 3.23 | 3.15 | 2.89 | 3.34 | … | … | 2.94 | 3.67 | 3.49 | 4.12 | 3.36 | 3.52 | 2.87 | 3.12 | 2.78 | 2.89 | 2.75 | 2.52 | 2.86 | 2.89 | 2.80 | 2.73 | 2.60 | 7.39 | 1.89 | 1.61 | 1.89 | 1.89 | 1.79 | 1.92 | 1.49 | 0.46 | 1.33 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DANOY (Danone PK) |
-15.86%
Sep 2019 – Sep 2022 |
-6.85%
Sep 2017 – Sep 2022 |
-0.12%
Sep 2013 – Sep 2023 |
-0.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DANOY (Danone PK) |
31.58%
Mar 2004 – Mar 2007 |
26.77%
Mar 2002 – Mar 2007 |
17.70%
Dec 1996 – Dec 2006 |
11.48%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart