Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EADSF (Airbus Group SE) | -11.03% | 7.26% | 18.23% | 11.41% | 15.22% | 15.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EADSF (Airbus Group SE) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 7.26 | 18.23 | 11.41 | 15.22 | 15.55 | NA | … | … | -11.03 | 52.70 | 8.01 | 28.47 | -4.19 | 13.47 | -20.67 | 52.55 | -1.43 | 53.03 | -0.12 | 40.10 | -35.03 | 98.95 | 30.00 | 36.86 | 16.77 | 21.81 |
| Sharpe Ratio | NA | 0.38 | 0.48 | 0.27 | 0.34 | NA | NA | … | … | -0.54 | 1.50 | 0.13 | 0.87 | -0.13 | 0.38 | -0.27 | 2.10 | -0.10 | 2.74 | -0.01 | 1.34 | -1.35 | 3.50 | 0.82 | 0.82 | 0.44 | 0.55 |
| Standard Deviation(%) | NA | 33.56 | 34.28 | 35.79 | 39.05 | NA | NA | … | … | 41.98 | 33.41 | 34.46 | 28.93 | 43.58 | 35.05 | 77.16 | 24.30 | 29.07 | 19.24 | 30.04 | 29.85 | 25.93 | 28.23 | 36.98 | 45.18 | 37.48 | 45.78 |
| Draw Down(%) | NA | 29.74 | 29.74 | 37.97 | 67.03 | NA | NA | … | … | 29.74 | 21.90 | 24.55 | 14.77 | 36.25 | 20.65 | 67.03 | 16.39 | 28.09 | 5.69 | 19.27 | 20.42 | 35.37 | 13.07 | 21.78 | 28.11 | 20.33 | 27.58 |
| Yield(%) | 0.00 | 1.95 | 3.74 | 2.80 | 4.24 | 6.58 | 9.63 | … | … | 1.58 | 4.13 | 3.14 | 1.67 | 1.24 | 0.00 | 1.20 | 1.72 | 1.86 | 2.19 | 2.24 | 2.65 | 1.32 | 1.52 | 3.18 | 2.34 | 0.00 | 1.22 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EADSF (Airbus Group SE) |
-11.67%
Sep 2019 – Sep 2022 |
-0.58%
Sep 2017 – Sep 2022 |
8.31%
Oct 2013 – Oct 2023 |
15.06%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EADSF (Airbus Group SE) |
52.40%
Dec 2010 – Dec 2013 |
45.49%
Mar 2009 – Mar 2014 |
29.32%
Mar 2009 – Mar 2019 |
21.90%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart