Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFGIF (EFG International AG) | NA | 27.55% | 30.56% | 25.97% | 8.15% | NA | NA | … | … |
Data as of 03/24/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFGIF (EFG International AG) | 06/19/2012 | 03/24/2025 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.55 | 30.56 | 25.97 | 8.15 | NA | NA | … | … | 11.30 | 18.85 | 56.70 | 21.09 | 20.31 | 0.91 | 14.63 | 1.74 | 4.37 | -42.57 | 4.64 | -23.91 | 151.76 | 0.00 |
| Sharpe Ratio | NA | 1.03 | 1.04 | 0.95 | 0.21 | NA | NA | … | … | 2.57 | 0.70 | 1.38 | 1.37 | 0.67 | 0.13 | 0.82 | 0.09 | 0.88 | -0.65 | 0.12 | -1.47 | 1.72 | 0.00 |
| Standard Deviation(%) | NA | 20.47 | 25.35 | 24.64 | 30.47 | NA | NA | … | … | 22.91 | 17.66 | 38.46 | 14.46 | 30.46 | 5.32 | 16.11 | 4.97 | 4.28 | 65.90 | 39.75 | 16.32 | 88.15 | NA |
| Draw Down(%) | NA | 7.54 | 19.04 | 19.04 | 62.00 | NA | NA | … | … | 0.00 | 7.54 | 19.04 | 1.36 | 12.31 | 3.95 | 10.56 | 2.50 | 0.00 | 48.05 | 26.85 | 23.91 | 7.13 | 0.00 |
| Yield(%) | 0.00 | 4.37 | 5.70 | 6.36 | 3.00 | 4.12 | 3.09 | … | … | 0.00 | 4.53 | 5.52 | 5.11 | 4.87 | 4.68 | 5.13 | 4.17 | 4.19 | 2.38 | 2.33 | 1.40 | 1.73 | 0.00 |
Data as of 03/24/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFGIF (EFG International AG) |
-24.23%
Apr 2013 – Apr 2016 |
-13.45%
Dec 2013 – Dec 2018 |
0.08%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFGIF (EFG International AG) |
38.64%
Oct 2021 – Oct 2024 |
25.97%
Feb 2020 – Feb 2025 |
8.86%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart