Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPSOF (Ipsos SA) | NA | -30.35% | 2.19% | 16.98% | 7.09% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPSOF (Ipsos SA) | 07/02/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.35 | 2.19 | 16.98 | 7.09 | NA | NA | … | … | -27.25 | 11.53 | 1.34 | 40.82 | 89.16 | -8.52 | -14.12 | 1.83 | 1.14 | 11.92 | 11.16 | -24.75 | 0.00 |
| Sharpe Ratio | NA | -0.95 | -0.04 | 0.43 | 0.18 | NA | NA | … | … | -0.94 | 0.50 | -0.18 | 1.19 | 1.56 | -0.98 | -0.36 | 0.15 | 0.16 | 0.27 | 1.18 | -0.86 | 0.00 |
| Standard Deviation(%) | NA | 35.20 | 28.46 | 34.53 | 31.40 | NA | NA | … | … | 40.65 | 15.91 | 12.74 | 33.30 | 57.08 | 8.89 | 43.26 | 2.91 | 3.11 | 44.04 | 9.45 | 28.79 | NA |
| Draw Down(%) | NA | 30.35 | 33.49 | 33.49 | 33.49 | NA | NA | … | … | 27.25 | 10.25 | 8.67 | 12.28 | 5.51 | 8.52 | 28.80 | 0.93 | 1.53 | 29.97 | 1.70 | 32.62 | 0.00 |
| Yield(%) | 0.00 | 3.35 | 5.34 | 8.06 | 4.38 | 2.60 | 1.95 | … | … | 4.54 | 6.20 | 2.59 | 2.98 | 4.23 | 0.00 | 2.77 | 2.71 | 2.61 | 2.67 | 2.71 | 1.87 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSOF (Ipsos SA) |
-7.17%
Jul 2017 – Jul 2020 |
-7.25%
Feb 2014 – Feb 2019 |
7.09%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSOF (Ipsos SA) |
48.78%
May 2021 – May 2024 |
27.87%
Feb 2019 – Feb 2024 |
12.15%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart