Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVMUY (LVMH Moet Hennessy Louis Vuitton SA ADR) | -25.97% | 5.08% | -12.37% | -5.46% | 15.11% | 11.18% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVMUY (LVMH Moet Hennessy Louis Vuitton SA ADR) | 01/15/2010 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 5.08 | -12.37 | -5.46 | 15.11 | 11.18 | NA | … | … | -25.97 | 18.20 | -18.02 | 13.89 | -10.85 | 34.13 | 36.97 | 62.30 | 1.60 | 59.51 | 23.42 | 3.50 | -3.71 | -0.65 | 37.16 | -13.53 | 47.43 |
| Sharpe Ratio | NA | 0.08 | -0.50 | -0.24 | 0.44 | NA | NA | … | … | -1.55 | 0.45 | -0.71 | 0.38 | -0.31 | 1.30 | 0.84 | 2.60 | 0.01 | 3.16 | 0.91 | 0.12 | -0.21 | -0.03 | 1.22 | -0.32 | 1.38 |
| Standard Deviation(%) | NA | 32.13 | 31.41 | 32.34 | 30.94 | NA | NA | … | … | 34.06 | 34.08 | 30.34 | 26.85 | 39.49 | 26.17 | 43.61 | 23.40 | 28.92 | 18.72 | 25.59 | 29.48 | 18.13 | 22.63 | 30.79 | 41.76 | 35.96 |
| Draw Down(%) | NA | 31.47 | 46.53 | 46.53 | 46.53 | NA | NA | … | … | 31.47 | 34.55 | 36.13 | 30.55 | 32.72 | 14.74 | 35.68 | 12.71 | 24.94 | 6.49 | 16.61 | 18.09 | 20.91 | 17.67 | 20.61 | 33.23 | 18.69 |
| Yield(%) | 0.00 | 2.81 | 1.66 | 1.67 | 6.33 | 5.49 | 6.31 | … | … | 1.15 | 2.29 | 1.75 | 1.81 | 1.55 | 1.31 | 2.17 | 2.40 | 2.22 | 4.01 | 2.63 | 12.06 | 2.29 | 2.12 | 2.60 | 1.90 | 2.28 |
Data as of 06/05/2026, Common starting date is 01/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMUY (LVMH Moet Hennessy Louis Vuitton SA ADR) |
-16.10%
Apr 2023 – Apr 2026 |
-5.40%
May 2021 – May 2026 |
13.46%
Jul 2015 – Jul 2025 |
10.61%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVMUY (LVMH Moet Hennessy Louis Vuitton SA ADR) |
44.47%
Jun 2016 – Jun 2019 |
42.11%
Jun 2016 – Jun 2021 |
23.27%
Dec 2011 – Dec 2021 |
16.58%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart