Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFGXY (EFG International AG ADR) | 97.03% | 88.28% | 51.31% | 38.26% | 21.29% | 8.09% | NA | … | … |
Data as of 03/27/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFGXY (EFG International AG ADR) | 01/06/2010 | 03/27/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.35 | 88.28 | 51.31 | 38.26 | 21.29 | 8.09 | NA | … | … | 97.03 | -2.03 | 40.88 | 56.59 | 1.54 | 16.82 | 15.33 | 1.03 | -33.69 | 66.97 | -37.77 | -4.91 | -13.53 | 38.34 | 32.42 | -42.82 | -7.23 |
| Sharpe Ratio | NA | 1.30 | 1.10 | 0.96 | 0.54 | NA | NA | … | … | 12.17 | -0.31 | 1.50 | 1.36 | 0.01 | 1.15 | 0.41 | -0.02 | -1.18 | 1.78 | -0.58 | -0.13 | -0.52 | 1.19 | 0.64 | -0.99 | -0.17 |
| Standard Deviation(%) | NA | 65.80 | 43.81 | 37.47 | 36.43 | NA | NA | … | … | 133.40 | 15.94 | 24.81 | 39.28 | 17.81 | 14.64 | 37.04 | 17.60 | 29.89 | 37.36 | 66.02 | 38.59 | 26.08 | 32.13 | 50.67 | 43.49 | 42.47 |
| Draw Down(%) | NA | 8.38 | 9.40 | 11.12 | 40.37 | NA | NA | … | … | 0.00 | 9.40 | 6.49 | 8.02 | 11.12 | 5.38 | 23.29 | 13.82 | 36.89 | 8.13 | 61.98 | 31.20 | 20.95 | 12.59 | 43.28 | 49.37 | 38.93 |
| Yield(%) | 0.00 | 0.00 | 6.36 | 7.01 | 6.35 | 2.23 | 1.71 | … | … | 6.19 | 4.57 | 5.70 | 5.87 | 4.49 | 4.85 | 5.16 | 4.54 | 4.83 | 3.91 | 2.41 | 2.33 | 1.69 | 1.11 | 1.45 | 0.90 | 0.62 |
Data as of 03/27/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFGXY (EFG International AG ADR) |
-29.71%
Oct 2013 – Oct 2016 |
-17.19%
Apr 2011 – Apr 2016 |
-7.07%
Mar 2010 – Mar 2020 |
2.35%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFGXY (EFG International AG ADR) |
49.66%
Jan 2023 – Jan 2026 |
37.35%
Jan 2021 – Jan 2026 |
14.65%
Jan 2016 – Jan 2026 |
8.15%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart