Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGRVF (Legrand SA) | 20.55% | 22.57% | 25.61% | 13.74% | 14.93% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGRVF (Legrand SA) | 02/01/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.57 | 25.61 | 13.74 | 14.93 | NA | NA | … | … | 20.55 | 53.60 | -1.89 | 31.17 | -22.30 | 20.99 | 12.72 | 51.61 | -23.95 | 34.70 | 2.02 | 10.76 | -3.98 | 32.24 | 28.17 |
| Sharpe Ratio | NA | 1.52 | 0.74 | 0.41 | 0.42 | NA | NA | … | … | 1.25 | 1.23 | -0.30 | 1.64 | -0.61 | 1.10 | 0.19 | 2.64 | -1.32 | 2.18 | 0.12 | 0.52 | -0.18 | 1.46 | 1.04 |
| Standard Deviation(%) | NA | 45.34 | 31.45 | 30.66 | 32.38 | NA | NA | … | … | 44.44 | 41.58 | 18.39 | 16.94 | 39.21 | 19.13 | 66.41 | 18.99 | 19.30 | 15.67 | 15.34 | 20.78 | 22.32 | 22.06 | 30.07 |
| Draw Down(%) | NA | 17.71 | 17.71 | 43.51 | 43.51 | NA | NA | … | … | 17.71 | 17.69 | 17.51 | 9.71 | 43.51 | 11.28 | 35.78 | 9.79 | 31.47 | 3.10 | 8.46 | 11.25 | 24.85 | 8.18 | 18.51 |
| Yield(%) | 0.00 | 0.00 | 1.67 | 1.99 | 3.27 | 4.62 | 3.47 | … | … | 0.00 | 2.51 | 2.18 | 2.54 | 3.40 | 1.91 | 1.81 | 2.71 | 1.98 | 2.36 | 2.33 | 2.29 | 2.58 | 2.32 | 3.32 |
Data as of 06/03/2026, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRVF (Legrand SA) |
-0.92%
Mar 2017 – Mar 2020 |
0.55%
Sep 2017 – Sep 2022 |
7.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRVF (Legrand SA) |
39.51%
Sep 2022 – Sep 2025 |
20.07%
Sep 2020 – Sep 2025 |
16.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart