Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCCTF (L’Occitane International S.A.) | NA | 60.65% | 12.62% | 19.02% | 8.44% | NA | NA | … | … |
Data as of 10/25/2024, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCCTF (L’Occitane International S.A.) | 01/18/2012 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.25 | 60.65 | 12.62 | 19.02 | 8.44 | NA | NA | … | … | 74.51 | -16.85 | -4.81 | 32.48 | 3.81 | 26.34 | -8.30 | 15.46 | 7.54 | -22.18 | 17.43 | -34.20 | 60.03 |
| Sharpe Ratio | NA | 0.71 | 0.15 | 0.30 | 0.16 | NA | NA | … | … | 1.08 | -0.39 | -0.15 | 0.75 | 0.06 | 1.08 | -0.31 | 0.46 | 0.32 | -0.78 | 0.74 | -0.91 | 2.28 |
| Standard Deviation(%) | NA | 76.44 | 58.36 | 55.55 | 43.66 | NA | NA | … | … | 82.85 | 54.23 | 40.75 | 43.34 | 55.30 | 23.06 | 30.92 | 32.15 | 23.00 | 28.64 | 23.63 | 37.44 | 28.14 |
| Draw Down(%) | NA | 36.97 | 44.17 | 44.17 | 47.98 | NA | NA | … | … | 36.97 | 43.68 | 39.80 | 19.74 | 41.77 | 12.50 | 24.77 | 22.15 | 11.89 | 37.89 | 10.71 | 41.03 | 8.82 |
| Yield(%) | 0.00 | 0.00 | 0.96 | 1.67 | 1.43 | 1.40 | 1.05 | … | … | 0.00 | 1.05 | 1.81 | 1.69 | 1.20 | 1.50 | 1.35 | 2.04 | 1.62 | 1.24 | 1.44 | 1.23 | 1.48 |
Data as of 10/25/2024, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCCTF (L'Occitane International S.A.) |
-16.53%
Jan 2013 – Jan 2016 |
-11.23%
Mar 2015 – Mar 2020 |
-0.93%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCCTF (L'Occitane International S.A.) |
33.05%
Jan 2019 – Jan 2022 |
19.40%
Apr 2019 – Apr 2024 |
7.95%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart