Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GVDNY (Givaudan SA ADR) | 1.66% | -6.58% | 11.33% | 3.16% | 11.53% | 13.77% | NA | 15.31% |
Data as of 07/28/2025, AR inception is 12/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVDNY (Givaudan SA ADR) | 12/12/2008 | 07/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.66 | -6.58 | 11.33 | 3.16 | 11.53 | 13.77 | NA | 15.31 | 1.66 | 7.58 | 38.33 | -40.74 | 27.00 | 37.70 | 38.47 | 2.90 | 30.48 | 3.59 | 3.89 | 29.65 | 39.59 | 11.56 | -9.02 | 37.80 | 9.41 | 12.50 |
| Sharpe Ratio | NA | -0.33 | 0.36 | 0.07 | 0.48 | NA | NA | 0.47 | 0.14 | 0.20 | 1.57 | -1.24 | 1.52 | 1.40 | 2.78 | 0.10 | 2.03 | 0.17 | 0.20 | 1.78 | 1.89 | 0.54 | -0.27 | 1.46 | 0.12 | 12.47 |
| Standard Deviation(%) | NA | 23.58 | 24.95 | 24.36 | 21.66 | NA | NA | 29.70 | 27.04 | 19.51 | 22.24 | 34.21 | 17.80 | 26.63 | 13.29 | 15.85 | 14.78 | 20.07 | 19.48 | 16.64 | 20.91 | 21.59 | 33.01 | 25.89 | 80.45 | 87.09 |
| Draw Down(%) | NA | 23.79 | 23.87 | 46.61 | 46.61 | NA | NA | 46.61 | 13.39 | 22.74 | 13.37 | 46.38 | 15.48 | 18.58 | 8.78 | 8.54 | 6.90 | 18.20 | 16.49 | 10.48 | 11.01 | 9.21 | 32.09 | 17.43 | 38.58 | 11.76 |
| Yield(%) | 0.00 | 1.63 | 2.28 | 1.81 | 3.63 | 6.25 | 6.48 | 8.09 | 1.78 | 1.92 | 2.38 | 1.37 | 1.66 | 2.01 | 2.61 | 2.61 | 3.10 | 3.13 | 2.92 | 3.53 | 3.35 | 2.18 | 1.94 | 2.32 | 5.29 | 0.00 |
Data as of 07/28/2025, AR inception is 12/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDNY (Givaudan SA ADR) |
-7.02%
Sep 2020 - Sep 2023 |
7.41%
Jun 2020 - Jun 2025 |
11.14%
Sep 2013 - Sep 2023 |
13.88%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVDNY (Givaudan SA ADR) |
34.28%
Dec 2018 - Dec 2021 |
27.38%
Mar 2009 - Mar 2014 |
22.46%
Sep 2011 - Sep 2021 |
18.20%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart