Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IITSF (Intesa Sanpaolo S.p.A) | -4.87% | 25.50% | 52.54% | 27.63% | 19.35% | 14.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IITSF (Intesa Sanpaolo S.p.A) | 01/23/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.12 | 25.50 | 52.54 | 27.63 | 19.35 | 14.05 | NA | … | … | -4.87 | 96.87 | 46.56 | 45.12 | -5.89 | 14.33 | 5.97 | 32.31 | -29.66 | 38.21 | -18.02 | 16.51 | 19.02 | 51.70 | 8.02 | -31.15 | -38.33 | 29.53 | -52.84 | 10.16 |
| Sharpe Ratio | NA | 1.04 | 1.73 | 0.75 | 0.46 | NA | NA | … | … | -0.13 | 3.26 | 1.36 | 1.44 | -0.14 | 0.48 | 0.10 | 1.22 | -0.81 | 1.49 | -0.33 | 0.45 | 0.53 | 1.28 | 0.13 | -0.41 | -0.73 | 0.47 | -0.66 | 0.28 |
| Standard Deviation(%) | NA | 28.63 | 30.02 | 35.78 | 38.63 | NA | NA | … | … | 33.04 | 28.98 | 31.48 | 29.03 | 52.62 | 30.11 | 56.99 | 25.29 | 38.64 | 25.26 | 55.93 | 36.74 | 36.00 | 40.25 | 60.33 | 76.93 | 52.79 | 63.28 | 81.78 | 27.51 |
| Draw Down(%) | NA | 20.47 | 20.47 | 50.37 | 58.33 | NA | NA | … | … | 20.47 | 20.30 | 12.85 | 15.17 | 50.37 | 18.26 | 50.18 | 15.12 | 42.95 | 16.73 | 44.92 | 20.53 | 25.35 | 30.39 | 47.83 | 62.18 | 47.66 | 53.70 | 64.84 | 12.88 |
| Yield(%) | 0.00 | 7.88 | 18.05 | 11.57 | 10.36 | 8.17 | 2.83 | … | … | 3.17 | 14.70 | 11.73 | 11.34 | 6.21 | 9.66 | 7.27 | 10.14 | 7.25 | 7.81 | 4.92 | 2.71 | 2.98 | 2.94 | 3.49 | 3.02 | 1.80 | 0.00 | 7.61 | 6.67 |
Data as of 06/04/2026, Common starting date is 01/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IITSF (Intesa Sanpaolo S.p.A) |
-30.14%
Sep 2008 – Sep 2011 |
-27.53%
May 2007 – May 2012 |
-6.94%
Feb 2007 – Feb 2017 |
-4.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IITSF (Intesa Sanpaolo S.p.A) |
74.27%
Sep 2022 – Sep 2025 |
41.96%
Oct 2020 – Oct 2025 |
21.03%
Feb 2016 – Feb 2026 |
14.75%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart