Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGRDY (Legrand SA ADR) | 12.94% | 35.97% | 22.87% | 11.36% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGRDY (Legrand SA ADR) | 05/09/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.33 | 35.97 | 22.87 | 11.36 | NA | NA | NA | … | … | 12.94 | 56.64 | -4.35 | 33.09 | -30.35 | 33.14 | 11.96 | 46.84 | -27.63 |
| Sharpe Ratio | NA | 1.29 | 0.80 | 0.36 | NA | NA | NA | … | … | 1.20 | 1.74 | -0.34 | 1.32 | -0.95 | 1.78 | 0.29 | 2.34 | -1.67 |
| Standard Deviation(%) | NA | 30.96 | 27.27 | 27.59 | NA | NA | NA | … | … | 34.88 | 31.02 | 23.26 | 22.46 | 33.59 | 18.58 | 40.38 | 19.41 | 24.52 |
| Draw Down(%) | NA | 18.75 | 19.22 | 45.21 | NA | NA | NA | … | … | 18.75 | 17.66 | 17.90 | 18.00 | 45.21 | 12.65 | 35.63 | 9.49 | 31.85 |
| Yield(%) | 0.00 | 2.25 | 2.66 | 2.13 | 2.12 | 1.41 | 1.06 | … | … | 1.86 | 2.61 | 2.21 | 2.60 | 1.51 | 1.87 | 1.83 | 1.08 | 1.90 |
Data as of 06/05/2026, Common starting date is 05/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRDY (Legrand SA ADR) |
-3.93%
Dec 2021 – Dec 2024 |
5.74%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRDY (Legrand SA ADR) |
39.17%
Sep 2022 – Sep 2025 |
20.88%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart