Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) | 39.34% | 23.35% | 6.11% | -0.30% | NA | NA | NA | 5.01% |
Data as of 07/25/2025, AR inception is 04/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) | 04/25/2016 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.24 | 23.35 | 6.11 | -0.30 | NA | NA | NA | 5.01 | 39.34 | -17.44 | 10.89 | -28.11 | 24.29 | 0.28 | 17.07 | -11.11 | 32.56 | -1.53 |
| Sharpe Ratio | NA | 0.27 | 0.03 | -0.05 | NA | NA | NA | 0.04 | 0.90 | -0.27 | 0.10 | -0.32 | 0.52 | 0.00 | 0.34 | -0.81 | 1.60 | -0.12 |
| Standard Deviation(%) | NA | 75.92 | 87.70 | 80.71 | NA | NA | NA | 90.33 | 86.35 | 77.29 | 74.78 | 92.78 | 46.22 | 214.31 | 46.52 | 15.50 | 20.00 | 19.66 |
| Draw Down(%) | NA | 24.76 | 48.83 | 48.83 | NA | NA | NA | 70.16 | 24.76 | 26.68 | 28.54 | 48.83 | 16.24 | 70.16 | 32.73 | 14.01 | 0.00 | 14.65 |
| Yield(%) | 0.00 | 7.27 | 4.51 | 3.19 | 4.09 | 2.72 | 2.04 | 4.54 | 8.22 | 3.47 | 3.64 | 2.51 | 2.90 | 3.69 | 3.71 | 3.38 | 6.36 | 3.69 |
Data as of 07/25/2025, AR inception is 04/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) |
-13.02%
Dec 2021 - Dec 2024 |
-5.01%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLBY (Groep Brussel Lambert NV ADR) |
15.97%
Jul 2017 - Jul 2020 |
13.71%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart