Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBCSY (KBC Groep NV ADR) | 2.89% | 37.93% | 32.47% | 18.83% | 15.07% | 14.33% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBCSY (KBC Groep NV ADR) | 08/02/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 37.93 | 32.47 | 18.83 | 15.07 | 14.33 | NA | … | … | 2.89 | 77.42 | 27.42 | 8.26 | -13.08 | 28.00 | -1.51 | 24.11 | -21.78 | 43.57 | 1.16 | 15.38 | -1.55 | 64.31 | 192.77 | -63.83 | -22.71 |
| Sharpe Ratio | NA | 1.59 | 1.21 | 0.57 | 0.42 | NA | NA | … | … | 0.38 | 2.78 | 1.11 | 0.18 | -0.34 | 1.02 | -0.03 | 1.00 | -0.99 | 2.20 | 0.02 | 0.59 | -0.05 | 1.90 | 3.53 | -0.86 | -1.33 |
| Standard Deviation(%) | NA | 23.61 | 24.94 | 29.62 | 32.68 | NA | NA | … | … | 29.22 | 26.96 | 21.43 | 26.10 | 42.48 | 27.40 | 58.30 | 22.65 | 23.59 | 19.59 | 39.32 | 26.18 | 29.23 | 33.90 | 55.34 | 74.51 | 34.61 |
| Draw Down(%) | NA | 19.73 | 29.23 | 45.15 | 52.74 | NA | NA | … | … | 19.73 | 17.33 | 9.68 | 29.23 | 45.15 | 15.01 | 47.48 | 23.31 | 31.80 | 9.35 | 29.65 | 20.17 | 23.53 | 16.28 | 10.01 | 64.92 | 22.71 |
| Yield(%) | 0.00 | 6.07 | 7.96 | 7.68 | 7.82 | 9.59 | 5.68 | … | … | 3.61 | 6.20 | 7.95 | 6.55 | 10.51 | 5.67 | 3.53 | 6.13 | 4.19 | 4.81 | 1.81 | 3.80 | 0.00 | 3.69 | 0.16 | 3.11 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCSY (KBC Groep NV ADR) |
-11.23%
Sep 2017 – Sep 2020 |
-4.53%
Sep 2017 – Sep 2022 |
4.08%
Oct 2010 – Oct 2020 |
11.67%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCSY (KBC Groep NV ADR) |
80.11%
May 2012 – May 2015 |
46.85%
May 2012 – May 2017 |
25.53%
Dec 2011 – Dec 2021 |
14.94%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart