Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FDP (Fresh Del Monte Produce Inc.) | 15.34% | 55.47% | 10.86% | 13.63% | 1.23% | 5.77% | 3.42% | 4.43% |
Data as of 07/31/2025, AR inception is 10/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDP (Fresh Del Monte Produce Inc.) | 10/24/1997 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.61 | 55.47 | 10.86 | 13.63 | 1.23 | 5.77 | 3.42 | 4.43 | 15.34 | 31.31 | 3.11 | -2.98 | 16.53 | -30.34 | 24.32 | -39.80 | -21.25 | 57.57 | 17.40 | 20.55 | 9.41 | 7.10 | 3.15 | 13.15 | -1.43 | -33.23 | 125.22 | -32.73 | -20.85 | 28.26 | 28.39 | 26.78 | 234.44 | -50.00 | -58.50 | 48.29 | -13.97 |
| Sharpe Ratio | NA | 2.00 | 0.27 | 0.31 | 0.00 | NA | NA | 0.07 | 0.62 | 0.96 | -0.04 | -0.14 | 0.45 | -0.50 | 0.55 | -1.49 | -0.74 | 2.49 | 0.73 | 1.05 | 0.45 | 0.33 | 0.10 | 0.48 | -0.03 | -0.50 | 2.55 | -1.24 | -1.00 | 1.33 | 0.72 | 0.57 | 4.04 | -0.77 | -1.21 | 0.98 | -1.31 |
| Standard Deviation(%) | NA | 25.68 | 27.13 | 30.49 | 34.70 | NA | NA | 39.62 | 22.97 | 25.86 | 29.52 | 31.11 | 36.54 | 60.44 | 41.93 | 27.61 | 29.74 | 23.00 | 23.64 | 19.47 | 20.90 | 21.29 | 31.26 | 27.09 | 49.37 | 68.15 | 48.18 | 29.12 | 23.12 | 20.48 | 38.63 | 44.70 | 59.04 | 70.61 | 51.15 | 45.66 | 45.42 |
| Draw Down(%) | NA | 15.57 | 31.81 | 37.70 | 67.65 | NA | NA | 84.24 | 11.22 | 21.40 | 31.81 | 25.29 | 32.87 | 43.10 | 31.71 | 46.64 | 29.37 | 14.55 | 14.56 | 11.32 | 13.76 | 12.51 | 23.54 | 15.42 | 50.00 | 63.44 | 26.28 | 34.54 | 30.78 | 13.63 | 28.85 | 38.21 | 25.13 | 63.52 | 70.89 | 28.79 | 22.79 |
| Yield(%) | 0.00 | 4.39 | 2.91 | 3.19 | 1.49 | 2.64 | 1.78 | 2.42 | 1.82 | 3.62 | 2.84 | 2.17 | 2.07 | 0.87 | 0.49 | 1.28 | 0.98 | 1.44 | 1.49 | 1.77 | 1.86 | 1.58 | 2.96 | 0.22 | 0.00 | 0.00 | 0.00 | 2.28 | 2.71 | 3.36 | 2.46 | 1.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 10/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDP (Fresh Del Monte Produce Inc.) |
-33.63%
Nov 1997 - Nov 2000 |
-15.94%
Nov 2016 - Nov 2021 |
-1.85%
Jun 2014 - Jun 2024 |
-1.05%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDP (Fresh Del Monte Produce Inc.) |
86.41%
Oct 2000 - Oct 2003 |
48.31%
Oct 2000 - Oct 2005 |
20.22%
Oct 2000 - Oct 2010 |
19.39%
Oct 2000 - Oct 2015 |
Annualized Rolling Returns Comparison Chart