Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFGZF (EFG-Hermes Holding S.A.E) | NA | -16.67% | -1.90% | -4.07% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFGZF (EFG-Hermes Holding S.A.E) | 06/19/2012 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.67 | -1.90 | -4.07 | NA | NA | NA | … | … | 0.00 | -16.67 | 10.47 | 2.56 | 0.00 | -13.94 | 0.00 | 101.00 | 0.00 | -81.04 | 0.00 |
| Sharpe Ratio | NA | -0.91 | -0.20 | -0.27 | NA | NA | NA | … | … | 0.00 | -0.91 | 1.02 | 0.43 | 0.00 | -0.42 | 0.00 | 1.45 | 0.00 | -0.63 | 0.00 |
| Standard Deviation(%) | NA | 18.38 | 12.12 | 18.10 | NA | NA | NA | … | … | NA | 18.42 | 9.93 | 2.53 | NA | 34.63 | NA | 69.81 | NA | 128.84 | NA |
| Draw Down(%) | NA | 16.67 | 16.67 | 30.56 | NA | NA | NA | … | … | 0.00 | 16.67 | 0.00 | 0.00 | 0.00 | 26.45 | 0.00 | 0.00 | 0.00 | 81.04 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.83 | 3.28 | 0.62 | 0.42 | 0.31 | … | … | 0.00 | 0.00 | 0.00 | 2.50 | 0.00 | 14.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2022, 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 |
|---|---|---|---|---|
| EFGZF (EFG-Hermes Holding S.A.E) |
-27.50%
Jul 2012 – Jul 2015 |
-19.99%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFGZF (EFG-Hermes Holding S.A.E) |
32.99%
May 2014 – May 2017 |
14.40%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart