Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINMY (Leonardo SpA ADR) | 3.01% | -4.00% | 76.20% | 48.00% | 19.17% | 11.91% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINMY (Leonardo SpA ADR) | 01/06/2010 | 06/03/2026 |
| 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 (%) | -2.16 | -4.00 | 76.20 | 48.00 | 19.17 | 11.91 | NA | … | … | 3.01 | 115.43 | 64.83 | 94.23 | 21.87 | -0.94 | -36.25 | 35.90 | -26.37 | -14.00 | 1.45 | 48.92 | 23.08 | 32.28 | 60.11 | -67.30 | -24.57 |
| Sharpe Ratio | NA | 0.03 | 1.95 | 1.27 | 0.44 | NA | NA | … | … | 0.54 | 2.45 | 1.86 | 3.19 | 0.50 | -0.03 | -0.58 | 1.18 | -0.71 | -0.42 | 0.03 | 1.50 | 0.70 | 0.76 | 1.05 | -1.06 | -0.68 |
| Standard Deviation(%) | NA | 41.84 | 38.53 | 37.39 | 40.05 | NA | NA | … | … | 45.77 | 46.24 | 32.93 | 28.68 | 41.20 | 29.95 | 62.66 | 29.12 | 39.42 | 35.35 | 39.55 | 32.62 | 32.81 | 42.31 | 57.51 | 63.34 | 36.89 |
| Draw Down(%) | NA | 22.69 | 22.69 | 40.05 | 73.30 | NA | NA | … | … | 22.69 | 21.03 | 14.83 | 16.45 | 40.05 | 28.83 | 62.43 | 18.78 | 38.59 | 38.76 | 33.00 | 17.21 | 24.60 | 32.94 | 45.04 | 74.90 | 37.26 |
| Yield(%) | 0.00 | 0.97 | 2.74 | 2.76 | 1.61 | 1.01 | 0.94 | … | … | 0.00 | 2.26 | 1.81 | 1.75 | 2.05 | 0.00 | 1.35 | 1.85 | 1.33 | 1.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.03 | 3.53 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FINMY (Leonardo SpA ADR) |
-33.48%
Oct 2017 – Oct 2020 |
-17.29%
Oct 2015 – Oct 2020 |
-9.05%
Oct 2010 – Oct 2020 |
9.23%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINMY (Leonardo SpA ADR) |
109.99%
Sep 2022 – Sep 2025 |
66.91%
Oct 2020 – Oct 2025 |
21.99%
Feb 2016 – Feb 2026 |
13.70%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart