Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LRLCF (L'Oréal S.A) | 26.63% | 0.12% | 9.97% | 6.87% | 10.88% | 11.99% | NA | 11.72% |
Data as of 07/18/2025, AR inception is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRLCF (L'Oréal S.A) | 04/27/2010 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 0.12 | 9.97 | 6.87 | 10.88 | 11.99 | NA | 11.72 | 26.63 | -30.29 | 42.20 | -22.93 | 22.39 | 36.77 | 32.18 | 5.68 | 24.57 | 10.15 | 1.12 | -1.22 | 27.32 | 36.63 | -1.53 | -0.71 |
| Sharpe Ratio | NA | -0.04 | 0.25 | 0.16 | 0.32 | NA | NA | 0.37 | 1.47 | -1.17 | 1.35 | -0.58 | 0.80 | 0.67 | 1.46 | 0.17 | 1.50 | 0.42 | 0.05 | -0.07 | 1.57 | 2.14 | -0.05 | -0.04 |
| Standard Deviation(%) | NA | 36.83 | 33.41 | 33.16 | 32.07 | NA | NA | 29.08 | 39.63 | 31.53 | 28.39 | 41.87 | 27.83 | 54.06 | 21.04 | 25.21 | 16.08 | 23.45 | 23.25 | 17.57 | 17.33 | 17.25 | 31.40 | 26.69 |
| Draw Down(%) | NA | 25.98 | 33.50 | 38.61 | 38.61 | NA | NA | 38.61 | 9.48 | 33.50 | 19.02 | 37.82 | 15.14 | 28.65 | 11.42 | 14.95 | 7.21 | 14.77 | 17.28 | 14.72 | 7.18 | 7.22 | 25.93 | 17.19 |
| Yield(%) | 0.00 | 1.66 | 2.05 | 1.86 | 3.20 | 4.64 | 3.37 | 4.50 | 2.12 | 1.47 | 1.82 | 1.06 | 1.26 | 4.23 | 1.90 | 1.97 | 2.05 | 2.15 | 1.83 | 1.99 | 1.67 | 1.95 | 1.70 | 1.38 |
Data as of 07/18/2025, AR inception is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRLCF (L'Oréal S.A) |
-8.58%
Dec 2021 - Dec 2024 |
5.04%
Dec 2019 - Dec 2024 |
9.17%
Nov 2014 - Nov 2024 |
12.91%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRLCF (L'Oréal S.A) |
30.31%
Dec 2018 - Dec 2021 |
23.84%
Dec 2016 - Dec 2021 |
18.75%
Dec 2011 - Dec 2021 |
13.07%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart