Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMYSF (Imerys S.A) | NA | 11.63% | 6.21% | 1.42% | -3.85% | -0.24% | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMYSF (Imerys S.A) | 04/26/2010 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.63 | 6.21 | 1.42 | -3.85 | -0.24 | NA | … | … | 18.54 | -19.07 | 2.37 | -7.43 | 11.93 | -0.44 | -28.99 | -25.47 | 43.27 | -4.10 | -9.86 | 8.67 | 23.98 | 2.76 | -8.97 | -1.40 |
| Sharpe Ratio | NA | 0.06 | 0.02 | -0.04 | -0.14 | NA | NA | … | … | 0.35 | -0.64 | -0.02 | -0.34 | 0.32 | -0.01 | -0.83 | -0.79 | 1.58 | -0.56 | -0.56 | 0.86 | 1.86 | 0.07 | -0.21 | NA |
| Standard Deviation(%) | NA | 57.95 | 50.82 | 43.48 | 41.10 | NA | NA | … | … | 66.52 | 35.39 | 53.69 | 25.96 | 37.67 | 63.68 | 36.81 | 33.95 | 27.16 | 7.66 | 17.58 | 10.06 | 12.88 | 40.10 | 26.79 | 0.00 |
| Draw Down(%) | NA | 30.85 | 39.49 | 46.63 | 70.08 | NA | NA | … | … | 30.85 | 24.04 | 39.17 | 20.41 | 19.63 | 45.28 | 38.50 | 28.63 | 0.31 | 6.84 | 15.87 | 3.18 | 0.00 | 25.45 | 8.97 | 1.40 |
| Yield(%) | 0.00 | 5.15 | 5.41 | 4.12 | 2.37 | 2.78 | 1.87 | … | … | 5.73 | 3.64 | 6.14 | 3.60 | 2.93 | 4.63 | 3.45 | 2.42 | 3.05 | 2.66 | 2.21 | 2.28 | 2.67 | 2.59 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMYSF (Imerys S.A) |
-30.18%
Mar 2017 – Mar 2020 |
-17.58%
Mar 2015 – Mar 2020 |
-5.63%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMYSF (Imerys S.A) |
25.89%
Mar 2020 – Mar 2023 |
16.04%
Jul 2012 – Jul 2017 |
0.69%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart