Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GVDBF (Givaudan SA) | 2.90% | -1.99% | 11.00% | 3.08% | 11.97% | 13.76% | NA | 15.26% |
Data as of 07/29/2025, AR inception is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVDBF (Givaudan SA) | 01/06/2010 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | -1.99 | 11.00 | 3.08 | 11.97 | 13.76 | NA | 15.26 | 2.90 | 9.24 | 41.09 | -42.95 | 29.28 | 36.42 | 36.04 | 7.31 | 25.12 | 3.17 | 2.50 | 30.51 | 43.83 | 13.54 | -10.51 | 43.22 |
| Sharpe Ratio | NA | -0.13 | 0.23 | 0.04 | 0.35 | NA | NA | 0.51 | 0.05 | 0.09 | 0.81 | -1.15 | 0.99 | 1.23 | 2.36 | 0.36 | 1.69 | 0.15 | 0.11 | 1.72 | 1.72 | 0.89 | -0.33 | 2.97 |
| Standard Deviation(%) | NA | 40.42 | 40.31 | 36.83 | 29.61 | NA | NA | 27.17 | 45.30 | 30.39 | 45.95 | 38.79 | 29.63 | 29.32 | 14.65 | 16.81 | 14.52 | 19.60 | 23.05 | 17.73 | 25.43 | 15.37 | 32.40 | 14.71 |
| Draw Down(%) | NA | 25.63 | 25.80 | 49.63 | 49.63 | NA | NA | 49.63 | 15.27 | 21.72 | 16.91 | 48.72 | 14.03 | 18.95 | 9.23 | 7.35 | 4.66 | 18.03 | 15.59 | 9.82 | 12.51 | 7.31 | 29.82 | 5.24 |
| Yield(%) | 0.00 | 0.00 | 1.45 | 1.36 | 3.23 | 5.52 | 5.06 | 6.74 | 0.00 | 1.87 | 2.25 | 1.26 | 1.65 | 2.01 | 2.58 | 2.61 | 3.11 | 2.96 | 2.85 | 3.25 | 3.60 | 2.35 | 2.19 | 2.69 |
Data as of 07/29/2025, AR inception is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDBF (Givaudan SA) |
-9.80%
Aug 2020 - Aug 2023 |
6.30%
Aug 2018 - Aug 2023 |
10.40%
Aug 2013 - Aug 2023 |
13.83%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDBF (Givaudan SA) |
33.87%
Dec 2018 - Dec 2021 |
26.36%
Dec 2016 - Dec 2021 |
22.63%
Sep 2011 - Sep 2021 |
14.92%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart