Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LGDDF (Lagardere SA) -4.76% -6.98% 1.54% 0.08% 2.18% 3.22% NA
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
LGDDF (Lagardere SA) 10/18/2010 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 -6.98 1.54 0.08 2.18 3.22 NA -4.76 7.80 12.98 6.69 -22.61 -14.55 42.86 -19.24 -8.32 26.10 -1.39 16.97 4.59 39.88 30.06 -33.16 -0.17
Sharpe Ratio NA -0.46 -0.11 -0.10 0.01 NA NA -1.11 0.30 0.62 0.15 -0.54 -0.44 0.51 -1.06 -0.55 1.17 -0.07 1.20 0.11 0.80 1.00 -0.75 -0.05
Standard Deviation(%) NA 13.51 15.73 24.75 35.48 NA NA 12.39 16.34 15.20 20.09 44.92 33.27 83.69 19.58 17.66 21.79 24.23 14.16 43.00 49.91 30.15 44.43 17.14
Draw Down(%) NA 10.84 17.92 46.59 71.06 NA NA 6.53 8.62 6.78 17.92 46.59 24.90 59.95 21.84 14.00 7.18 22.55 7.29 39.70 29.58 15.20 53.99 5.19
Yield(%) 0.00 3.48 4.43 3.89 3.82 5.71 4.29 3.57 6.67 3.48 6.93 2.15 0.00 0.00 4.60 4.76 5.20 5.06 5.58 30.18 31.21 3.19 3.21 0.00
Data as of 06/03/2026, 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
LGDDF (Lagardere SA) -24.12%
Mar 2017 – Mar 2020
-15.87%
Mar 2015 – Mar 2020
-0.39%
Feb 2014 – Feb 2024
2.50%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGDDF (Lagardere SA) 33.86%
Jun 2012 – Jun 2015
22.31%
Jun 2012 – Jun 2017
11.15%
Nov 2011 – Nov 2021
3.53%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return