Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPSEY (Ipsen SA ADR) | 24.73% | 53.89% | 15.65% | 12.70% | 12.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPSEY (Ipsen SA ADR) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.68 | 53.89 | 15.65 | 12.70 | 12.04 | NA | NA | … | … | 24.73 | 28.60 | -2.85 | 12.35 | 18.63 | 11.48 | -4.27 | -30.64 | 6.26 | 69.03 | 9.14 | 32.23 | 9.99 | 63.76 | 30.97 |
| Sharpe Ratio | NA | 1.89 | 0.46 | 0.33 | 0.30 | NA | NA | … | … | 2.11 | 0.85 | -0.26 | 0.34 | 0.45 | 0.39 | -0.07 | -0.87 | 0.18 | 2.55 | 0.33 | 1.17 | 0.36 | 3.00 | 3.52 |
| Standard Deviation(%) | NA | 28.71 | 27.69 | 30.40 | 34.63 | NA | NA | … | … | 30.97 | 30.23 | 24.71 | 25.47 | 38.45 | 29.09 | 62.83 | 36.88 | 27.73 | 26.98 | 26.82 | 27.54 | 27.65 | 21.24 | 27.65 |
| Draw Down(%) | NA | 11.40 | 24.92 | 33.91 | 77.35 | NA | NA | … | … | 11.40 | 20.20 | 19.33 | 20.77 | 33.91 | 20.60 | 56.64 | 40.39 | 30.45 | 19.45 | 22.59 | 14.21 | 16.96 | 12.90 | 7.01 |
| Yield(%) | 0.00 | 1.34 | 0.81 | 1.04 | 1.73 | 4.36 | 3.27 | … | … | 0.83 | 1.37 | 1.09 | 1.18 | 1.42 | 1.47 | 1.20 | 0.89 | 1.02 | 1.33 | 1.47 | 1.90 | 2.30 | 3.49 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSEY (Ipsen SA ADR) |
-18.82%
Mar 2017 – Mar 2020 |
-5.98%
Jun 2017 – Jun 2022 |
8.41%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSEY (Ipsen SA ADR) |
51.08%
Mar 2015 – Mar 2018 |
42.93%
Sep 2012 – Sep 2017 |
16.68%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart