Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMLY (Lafargeholcim Ltd ADR) | 0.24% | 44.69% | 39.79% | 25.71% | 17.86% | 8.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMLY (Lafargeholcim Ltd ADR) | 01/06/2010 | 06/04/2026 |
| 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 (%) | -1.80 | 44.69 | 39.79 | 25.71 | 17.86 | 8.35 | NA | … | … | 0.24 | 73.69 | 26.79 | 58.65 | 7.20 | -3.56 | 3.56 | 40.77 | -24.30 | 10.40 | 7.42 | -27.30 | -3.96 | 4.65 | 40.14 | -27.99 | -3.74 |
| Sharpe Ratio | NA | 1.55 | 1.58 | 0.96 | 0.63 | NA | NA | … | … | 0.18 | 2.70 | 1.19 | 2.79 | 0.20 | -0.17 | 0.08 | 1.92 | -1.16 | 0.52 | 0.19 | -1.11 | -0.18 | 0.20 | 1.36 | -0.68 | -0.12 |
| Standard Deviation(%) | NA | 28.87 | 24.45 | 25.08 | 26.29 | NA | NA | … | … | 35.67 | 26.40 | 19.42 | 19.89 | 29.70 | 21.03 | 40.34 | 20.43 | 22.18 | 18.64 | 37.34 | 24.57 | 21.84 | 22.69 | 29.84 | 41.34 | 31.39 |
| Draw Down(%) | NA | 26.25 | 26.25 | 32.75 | 49.56 | NA | NA | … | … | 26.25 | 17.94 | 9.16 | 14.04 | 26.08 | 24.76 | 47.50 | 11.67 | 34.06 | 14.67 | 31.36 | 40.41 | 29.88 | 16.75 | 23.49 | 43.47 | 26.27 |
| Yield(%) | 0.00 | 49.84 | 32.91 | 22.39 | 17.36 | 7.29 | 5.49 | … | … | 2.21 | 59.65 | 4.00 | 5.38 | 4.55 | 4.00 | 3.69 | 4.77 | 3.77 | 3.85 | 3.06 | 1.83 | 2.03 | 1.62 | 1.96 | 2.23 | 1.69 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| HCMLY (Lafargeholcim Ltd ADR) |
-20.00%
Feb 2013 – Feb 2016 |
-10.51%
Mar 2015 – Mar 2020 |
-4.64%
Mar 2010 – Mar 2020 |
5.70%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMLY (Lafargeholcim Ltd ADR) |
56.41%
Sep 2022 – Sep 2025 |
33.10%
Oct 2020 – Oct 2025 |
19.58%
Jan 2016 – Jan 2026 |
9.59%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart