Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMLF (Holcim Ltd) | -2.39% | -14.49% | 16.85% | 12.65% | 11.34% | 4.73% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMLF (Holcim Ltd) | 12/21/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.08 | -14.49 | 16.85 | 12.65 | 11.34 | 4.73 | NA | … | … | -2.39 | 2.53 | 27.06 | 56.70 | 7.54 | -7.15 | 8.14 | 40.44 | -25.15 | 11.27 | 8.91 | -25.76 | 0.12 | 1.42 | 38.02 | -25.29 | 3.83 | 26.94 | -47.41 | 0.00 |
| Sharpe Ratio | NA | -0.31 | 0.32 | 0.27 | 0.26 | NA | NA | … | … | -0.15 | -0.01 | 0.89 | 2.20 | 0.16 | -0.26 | 0.14 | 1.64 | -1.05 | 0.56 | 0.23 | -0.92 | 0.00 | 0.08 | 1.36 | -0.65 | 0.01 | 0.57 | -0.74 | NA |
| Standard Deviation(%) | NA | 67.32 | 44.47 | 40.39 | 37.13 | NA | NA | … | … | 35.73 | 66.94 | 26.34 | 24.38 | 38.30 | 28.04 | 54.29 | 23.70 | 25.30 | 18.94 | 38.17 | 28.03 | 20.90 | 18.41 | 28.07 | 38.81 | 281.12 | 46.76 | 65.44 | NA |
| Draw Down(%) | NA | 44.21 | 44.21 | 44.21 | 52.27 | NA | NA | … | … | 26.12 | 44.21 | 10.42 | 12.95 | 27.05 | 24.63 | 50.30 | 12.13 | 34.00 | 14.75 | 30.58 | 36.30 | 29.13 | 15.67 | 23.33 | 44.54 | 88.26 | 52.65 | 68.03 | NA |
| Yield(%) | 0.00 | 0.00 | 2.85 | 3.41 | 4.50 | 2.32 | 1.45 | … | … | 0.00 | 3.94 | 2.00 | 5.15 | 4.39 | 3.93 | 3.59 | 4.88 | 3.53 | 3.82 | 3.12 | 1.85 | 2.01 | 1.50 | 1.76 | 1.94 | 1.18 | 0.00 | 2.67 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMLF (Holcim Ltd) |
-18.37%
Feb 2013 – Feb 2016 |
-9.38%
Feb 2011 – Feb 2016 |
-4.08%
Mar 2010 – Mar 2020 |
-0.43%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMLF (Holcim Ltd) |
35.70%
Feb 2022 – Feb 2025 |
28.54%
Mar 2020 – Mar 2025 |
13.37%
Jan 2016 – Jan 2026 |
9.71%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart