Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EUZOF (Eurazeo SE) | NA | -17.20% | -3.14% | -1.87% | -0.89% | 3.70% | NA | … | … |
Data as of 05/13/2024, Common starting date is 12/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EUZOF (Eurazeo SE) | 12/20/2004 | 05/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2009 | 2008 | 2007 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.20 | -3.14 | -1.87 | -0.89 | 3.70 | NA | … | … | 0.00 | 22.59 | -36.34 | 25.85 | -2.83 | 15.85 | -19.44 | 63.26 | -16.26 | -2.97 | -3.25 | 2.01 | -4.76 | 52.22 | -64.08 | 32.00 | 1.95 |
| Sharpe Ratio | NA | -1.11 | -0.16 | -0.10 | -0.07 | NA | NA | … | … | 0.00 | 0.38 | -1.56 | 0.93 | -0.08 | 0.72 | -0.96 | 3.10 | -0.63 | -0.19 | -0.13 | 0.09 | -0.36 | 0.32 | -0.53 | 0.05 | 15.37 |
| Standard Deviation(%) | NA | 18.91 | 34.91 | 33.51 | 28.04 | NA | NA | … | … | NA | 48.48 | 24.30 | 27.66 | 40.37 | 20.05 | 21.64 | 20.28 | 26.05 | 15.43 | 24.69 | 21.09 | 6.67 | 168.86 | 122.38 | 137.65 | 26.26 |
| Draw Down(%) | NA | 17.20 | 43.87 | 44.20 | 47.10 | NA | NA | … | … | 0.00 | 17.20 | 40.72 | 11.83 | 40.71 | 10.98 | 27.16 | 5.58 | 23.18 | 10.89 | 22.63 | 12.09 | 4.76 | 58.33 | 73.47 | 22.56 | 0.21 |
| Yield(%) | 0.00 | 0.00 | 2.77 | 2.05 | 1.64 | 2.32 | 0.98 | … | … | 0.00 | 7.43 | 1.53 | 2.27 | 0.00 | 1.81 | 1.81 | 2.20 | 1.82 | 1.73 | 1.65 | 1.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/13/2024, Common starting date is 12/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EUZOF (Eurazeo SE) |
-22.64%
Dec 2007 – Dec 2010 |
-13.45%
Mar 2009 – Mar 2014 |
-8.62%
Apr 2010 – Apr 2020 |
-3.84%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EUZOF (Eurazeo SE) |
45.85%
Jan 2011 – Jan 2014 |
20.11%
Jan 2011 – Jan 2016 |
13.53%
Jan 2011 – Jan 2021 |
-0.33%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart