Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLTOY (Hellenic Telecommunications Org) | 27.16% | 28.96% | 4.11% | 13.55% | 11.70% | 6.59% | 2.86% | 2.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLTOY (Hellenic Telecommunications Org) | 11/03/1998 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 11/03/1998.
AR inception is since 11/03/1998.
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.61 | 28.96 | 4.11 | 13.55 | 11.70 | 6.59 | 2.86 | 2.50 | 27.16 | 14.20 | -8.70 | -11.91 | 22.48 | 3.17 | 61.59 | -18.49 | 49.54 | -1.18 | -10.61 | -17.54 | 89.50 | 98.27 | -55.96 | -45.24 | -3.28 | -52.85 | 25.01 | 44.56 | 19.09 | 35.99 | 33.90 | -26.75 | 9.75 | -37.88 | -7.37 | 19.77 |
| Sharpe Ratio | NA | 0.64 | -0.01 | 0.27 | 0.27 | NA | NA | 0.02 | 2.44 | 0.18 | -0.28 | -0.32 | 0.78 | 0.06 | 2.26 | -0.60 | 2.11 | -0.04 | -0.18 | -0.42 | 1.84 | 1.45 | -0.98 | -1.02 | -0.07 | -0.91 | 0.70 | 1.61 | 0.68 | 1.12 | 0.64 | -0.90 | 0.22 | -0.95 | -0.23 | 4.33 |
| Standard Deviation(%) | NA | 41.23 | 43.91 | 40.53 | 39.23 | NA | NA | 43.39 | 42.82 | 41.96 | 47.42 | 41.09 | 28.97 | 51.34 | 26.65 | 32.89 | 23.33 | 39.65 | 59.41 | 41.75 | 48.58 | 68.32 | 56.99 | 44.42 | 51.46 | 59.14 | 31.41 | 25.78 | 24.71 | 31.23 | 51.69 | 31.05 | 34.93 | 44.21 | 46.09 | 48.15 |
| Draw Down(%) | NA | 16.38 | 27.73 | 32.51 | 37.50 | NA | NA | 95.62 | 10.37 | 15.23 | 20.31 | 32.51 | 14.27 | 37.50 | 11.65 | 29.32 | 10.80 | 23.54 | 32.31 | 43.49 | 38.16 | 66.97 | 71.11 | 57.81 | 31.09 | 68.32 | 16.81 | 17.79 | 13.65 | 26.70 | 40.13 | 35.22 | 21.95 | 55.53 | 38.55 | 12.87 |
| Yield(%) | 0.00 | 5.08 | 3.54 | 5.92 | 6.11 | 3.58 | 2.37 | 2.20 | 0.00 | 5.45 | 4.22 | 3.23 | 6.86 | 3.84 | 9.54 | 2.91 | 1.97 | 1.25 | 0.72 | 0.00 | 0.00 | 0.00 | 1.98 | 1.61 | 6.31 | 3.10 | 2.40 | 0.00 | 0.00 | 3.04 | 7.31 | 4.23 | 4.07 | 2.23 | 2.29 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTOY (Hellenic Telecommunications Org) |
-52.11%
May 2009 - May 2012 |
-43.24%
May 2007 - May 2012 |
-18.17%
May 2002 - May 2012 |
-5.19%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTOY (Hellenic Telecommunications Org) |
78.33%
May 2012 - May 2015 |
48.45%
May 2012 - May 2017 |
31.10%
May 2012 - May 2022 |
6.25%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart