Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DELHF (De’Longhi S.p.A) | NA | 0.76% | 5.65% | 3.56% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELHF (De’Longhi S.p.A) | 12/08/2015 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.91 | 0.76 | 5.65 | 3.56 | NA | NA | NA | … | … | 20.12 | -8.78 | 7.63 | 3.13 | -3.87 | 59.64 | -31.56 | 3.31 | 41.09 | -18.52 | 0.00 |
| Sharpe Ratio | NA | -0.09 | 0.06 | 0.05 | NA | NA | NA | … | … | 1.28 | -0.57 | 0.07 | 0.55 | -0.61 | 1.47 | -1.17 | 0.59 | 1.15 | -1.19 | 0.00 |
| Standard Deviation(%) | NA | 26.86 | 34.88 | 27.25 | NA | NA | NA | … | … | 19.87 | 21.65 | 53.94 | 3.09 | 6.35 | 40.21 | 28.19 | 3.26 | 35.28 | 15.78 | NA |
| Draw Down(%) | NA | 16.17 | 31.52 | 31.52 | NA | NA | NA | … | … | 1.34 | 16.17 | 31.52 | 0.00 | 5.78 | 16.90 | 38.89 | 0.00 | 7.85 | 18.52 | 0.00 |
| Yield(%) | 2.85 | 5.38 | 3.44 | 3.26 | 2.79 | 1.86 | 1.39 | … | … | 6.41 | 2.35 | 1.78 | 3.04 | 1.86 | 2.92 | 1.19 | 3.20 | 3.49 | 1.54 | 0.00 |
Data as of 09/26/2025, Common starting date is 12/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELHF (De'Longhi S.p.A) |
-9.60%
Sep 2020 – Sep 2023 |
-5.46%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELHF (De'Longhi S.p.A) |
23.96%
Apr 2020 – Apr 2023 |
14.52%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart