Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDSVF (Chocoladefabriken Lindt & Sprüngli AG) | -20.57% | -27.42% | 0.76% | 4.39% | 7.76% | 11.17% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDSVF (Chocoladefabriken Lindt & Sprüngli AG) | 10/18/2010 | 06/05/2026 |
| 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 (%) | -3.75 | -27.42 | 0.76 | 4.39 | 7.76 | 11.17 | NA | … | … | -20.57 | 35.26 | -6.21 | 21.42 | -25.68 | 39.27 | 37.22 | 22.09 | 9.00 | 15.43 | -18.06 | 22.84 | 13.75 | 44.35 | 36.37 | 12.78 | 17.28 |
| Sharpe Ratio | NA | -0.75 | -0.08 | 0.14 | 0.24 | NA | NA | … | … | -1.11 | 1.16 | -0.47 | 0.75 | -0.71 | 1.34 | 0.94 | 1.05 | 0.36 | 0.73 | -0.99 | 1.27 | 0.77 | 2.07 | 1.54 | 0.26 | 3.32 |
| Standard Deviation(%) | NA | 29.32 | 25.77 | 29.71 | 27.60 | NA | NA | … | … | 35.96 | 28.11 | 21.06 | 24.01 | 38.18 | 29.33 | 39.15 | 19.70 | 21.42 | 20.23 | 18.37 | 17.96 | 17.90 | 21.42 | 23.76 | 48.49 | 35.09 |
| Draw Down(%) | NA | 29.97 | 29.97 | 34.06 | 34.06 | NA | NA | … | … | 29.97 | 16.48 | 18.85 | 17.80 | 32.65 | 14.98 | 24.95 | 7.62 | 16.67 | 12.01 | 24.84 | 7.60 | 14.51 | 9.98 | 6.82 | 25.17 | 0.00 |
| Yield(%) | 0.00 | 1.45 | 2.10 | 2.03 | 2.51 | 4.63 | 5.77 | … | … | 1.59 | 3.19 | 1.31 | 1.38 | 0.90 | 1.22 | 2.33 | 1.60 | 1.52 | 1.68 | 1.32 | 1.48 | 1.65 | 1.79 | 19.34 | 17.34 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDSVF (Chocoladefabriken Lindt & Sprüngli AG) |
-5.41%
Dec 2021 – Dec 2024 |
6.65%
May 2021 – May 2026 |
8.17%
May 2016 – May 2026 |
11.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDSVF (Chocoladefabriken Lindt & Sprüngli AG) |
43.27%
Jan 2011 – Jan 2014 |
29.61%
Jan 2011 – Jan 2016 |
20.80%
Dec 2011 – Dec 2021 |
17.82%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart