Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBCSF (KBC Group NV) | 9.71% | 33.63% | 31.88% | 18.23% | 14.18% | 12.54% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBCSF (KBC Group NV) | 06/10/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.63 | 31.88 | 18.23 | 14.18 | 12.54 | NA | … | … | 9.71 | 66.38 | 29.60 | 3.55 | -8.95 | 21.35 | -3.28 | 25.03 | -22.76 | 42.68 | -1.16 | 17.00 | 2.28 | 76.20 | 142.48 | -61.76 | 0.86 |
| Sharpe Ratio | NA | 1.29 | 1.04 | 0.49 | 0.36 | NA | NA | … | … | 0.71 | 2.52 | 0.93 | 0.00 | -0.22 | 0.67 | -0.06 | 0.97 | -0.95 | 2.22 | -0.04 | 0.88 | 0.09 | 2.45 | 2.25 | -1.10 | 0.03 |
| Standard Deviation(%) | NA | 24.72 | 28.21 | 33.21 | 34.67 | NA | NA | … | … | 32.67 | 25.29 | 28.07 | 29.64 | 47.33 | 31.90 | 59.13 | 24.20 | 25.43 | 19.01 | 35.60 | 19.36 | 25.87 | 31.13 | 63.95 | 56.07 | 45.86 |
| Draw Down(%) | NA | 13.75 | 27.49 | 47.00 | 57.30 | NA | NA | … | … | 13.75 | 13.81 | 11.07 | 27.49 | 47.00 | 16.34 | 51.93 | 22.06 | 32.87 | 6.09 | 27.67 | 17.92 | 21.89 | 10.64 | 25.93 | 67.73 | 25.72 |
| Yield(%) | 0.00 | 1.18 | 6.59 | 6.91 | 6.69 | 7.04 | 6.30 | … | … | 0.00 | 10.26 | 6.21 | 6.61 | 10.46 | 5.61 | 0.00 | 5.73 | 3.55 | 4.39 | 1.58 | 3.59 | 0.00 | 3.14 | 0.08 | 2.14 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCSF (KBC Group NV) |
-13.58%
Sep 2017 – Sep 2020 |
-5.98%
Sep 2017 – Sep 2022 |
3.12%
Oct 2010 – Oct 2020 |
10.79%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCSF (KBC Group NV) |
63.49%
Dec 2011 – Dec 2014 |
38.27%
Dec 2011 – Dec 2016 |
23.38%
Dec 2011 – Dec 2021 |
13.25%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart