Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPRRF (Laurent-Perrier S.A) | NA | 10.58% | 9.26% | 5.66% | 4.48% | NA | NA | … | … |
Data as of 07/18/2024, Common starting date is 09/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPRRF (Laurent-Perrier S.A) | 09/07/2012 | 07/18/2024 |
| 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 (%) | 1.86 | 10.58 | 9.26 | 5.66 | 4.48 | NA | NA | … | … | 3.71 | 37.09 | -12.01 | 28.17 | -9.35 | -8.98 | 21.57 | 25.06 | -15.96 | 14.57 | -15.37 | 1.07 | 1.22 |
| Sharpe Ratio | NA | 0.70 | 0.32 | 0.21 | 0.17 | NA | NA | … | … | 0.88 | 1.05 | -0.89 | 1.53 | -0.81 | -0.99 | 0.62 | 1.61 | -0.93 | 0.97 | -0.97 | 0.06 | 1.82 |
| Standard Deviation(%) | NA | 9.68 | 21.17 | 19.19 | 19.45 | NA | NA | … | … | 3.48 | 32.02 | 15.12 | 18.35 | 11.73 | 10.59 | 32.70 | 15.26 | 17.32 | 15.06 | 15.83 | 17.03 | 2.20 |
| Draw Down(%) | NA | 4.26 | 19.67 | 21.66 | 28.46 | NA | NA | … | … | 0.00 | 4.83 | 19.12 | 4.81 | 13.54 | 11.49 | 17.36 | 2.13 | 20.78 | 8.95 | 23.30 | 14.29 | 0.00 |
| Yield(%) | 0.00 | 1.75 | 1.64 | 0.99 | 1.15 | 0.92 | 0.69 | … | … | 1.86 | 2.24 | 1.79 | 1.32 | 0.00 | 1.17 | 1.34 | 1.63 | 1.29 | 1.38 | 1.44 | 0.00 | 0.00 |
Data as of 07/18/2024, Common starting date is 09/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRRF (Laurent-Perrier S.A) |
-8.83%
May 2014 – May 2017 |
-0.75%
May 2015 – May 2020 |
1.54%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRRF (Laurent-Perrier S.A) |
16.93%
Aug 2020 – Aug 2023 |
10.65%
Jan 2017 – Jan 2022 |
6.76%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart