Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXXRF (Exor NV) | -6.24% | -18.25% | -2.37% | -1.21% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXXRF (Exor NV) | 01/18/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | -18.25 | -2.37 | -1.21 | NA | NA | NA | … | … | -6.24 | -8.14 | -7.35 | 42.06 | -20.04 | 9.23 | 6.40 | 44.31 | -8.88 | 37.24 |
| Sharpe Ratio | NA | -0.72 | -0.18 | -0.11 | NA | NA | NA | … | … | -0.63 | -0.35 | -0.53 | 1.35 | -0.43 | 0.30 | 0.10 | 1.69 | -0.35 | 1.89 |
| Standard Deviation(%) | NA | 29.27 | 25.53 | 33.54 | NA | NA | NA | … | … | 25.64 | 31.41 | 20.77 | 28.72 | 50.37 | 30.45 | 60.48 | 25.40 | 29.11 | 20.47 |
| Draw Down(%) | NA | 31.15 | 35.40 | 39.96 | NA | NA | NA | … | … | 16.96 | 23.91 | 20.51 | 14.43 | 36.19 | 15.47 | 58.54 | 14.97 | 33.29 | 10.68 |
| Yield(%) | 0.00 | 1.09 | 0.82 | 0.82 | 1.16 | 0.77 | 0.58 | … | … | 1.22 | 0.62 | 0.50 | 0.65 | 0.50 | 0.62 | 0.55 | 0.80 | 0.58 | 0.80 |
Data as of 06/05/2026, Common starting date is 01/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXXRF (Exor NV) |
-4.58%
Oct 2017 – Oct 2020 |
-1.48%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXXRF (Exor NV) |
19.15%
Oct 2018 – Oct 2021 |
13.76%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart