Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVDCF (Davide Campari-Milano N.V) | -3.82% | -3.08% | -21.07% | -12.60% | 3.34% | 4.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVDCF (Davide Campari-Milano N.V) | 04/08/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.93 | -3.08 | -21.07 | -12.60 | 3.34 | 4.72 | NA | … | … | -3.82 | 6.19 | -42.88 | 7.39 | -28.85 | 26.23 | 28.88 | 4.77 | 15.65 | 59.38 | 12.94 | 40.91 | -24.56 | 16.94 | -6.25 | 17.73 |
| Sharpe Ratio | NA | -0.07 | -0.59 | -0.38 | 0.06 | NA | NA | … | … | -0.11 | 0.08 | -1.18 | 0.12 | -0.63 | 1.06 | 0.56 | 0.15 | 0.54 | 2.89 | 0.47 | 2.05 | -1.02 | 0.75 | -0.25 | 1.42 |
| Standard Deviation(%) | NA | 39.93 | 38.69 | 38.51 | 35.08 | NA | NA | … | … | 44.32 | 39.53 | 39.39 | 30.82 | 48.23 | 24.72 | 50.87 | 21.37 | 26.73 | 20.42 | 26.93 | 19.96 | 24.17 | 22.42 | 25.14 | 17.62 |
| Draw Down(%) | NA | 23.16 | 62.72 | 63.73 | 63.73 | NA | NA | … | … | 23.16 | 21.65 | 46.41 | 25.95 | 40.94 | 10.34 | 38.32 | 15.53 | 18.58 | 7.41 | 17.62 | 8.97 | 29.20 | 14.27 | 14.84 | 10.42 |
| Yield(%) | 0.00 | 0.00 | 0.37 | 0.44 | 1.18 | 1.59 | 1.36 | … | … | 0.00 | 1.18 | 0.63 | 0.68 | 0.45 | 0.57 | 0.66 | 0.72 | 0.79 | 1.04 | 1.16 | 1.66 | 1.21 | 1.94 | 1.78 | 1.77 |
Data as of 06/03/2026, Common starting date is 04/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVDCF (Davide Campari-Milano N.V) |
-25.69%
Nov 2021 – Nov 2024 |
-12.18%
May 2021 – May 2026 |
3.65%
May 2016 – May 2026 |
4.92%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVDCF (Davide Campari-Milano N.V) |
36.38%
Dec 2014 – Dec 2017 |
26.29%
Nov 2016 – Nov 2021 |
15.38%
Nov 2011 – Nov 2021 |
4.92%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart