Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIBF (Mediobanca Banca di Credito Finanziario S.p.A) | NA | 44.83% | 33.47% | 32.85% | 13.28% | 7.70% | NA | … | … |
Data as of 03/25/2025, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIBF (Mediobanca Banca di Credito Finanziario S.p.A) | 11/17/2009 | 03/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 44.83 | 33.47 | 32.85 | 13.28 | 7.70 | NA | … | … | 18.29 | 21.45 | 52.98 | -3.84 | 23.95 | -17.46 | 37.01 | -21.11 | 62.61 | -21.74 | 17.04 | 46.79 | 12.76 | -41.24 | -6.75 | -24.60 | 0.00 |
| Sharpe Ratio | NA | 1.00 | 0.80 | 0.76 | 0.30 | NA | NA | … | … | NA | 0.82 | 2.38 | -0.09 | 1.85 | -0.29 | 1.53 | -0.83 | 1.42 | -0.50 | 1.26 | 0.74 | 0.68 | -0.56 | -0.10 | -0.07 | NA |
| Standard Deviation(%) | NA | 38.23 | 36.61 | 40.02 | 38.58 | NA | NA | … | … | 0.00 | 34.90 | 20.71 | 57.43 | 12.95 | 60.76 | 23.21 | 27.18 | 43.82 | 44.31 | 13.48 | 63.28 | 18.82 | 74.74 | 59.81 | 363.14 | 0.00 |
| Draw Down(%) | NA | 3.80 | 23.15 | 42.73 | 60.54 | NA | NA | … | … | 0.00 | 14.39 | 3.86 | 42.73 | 0.00 | 57.87 | 12.62 | 30.80 | 0.00 | 31.79 | 2.69 | 20.64 | 7.30 | 58.92 | 20.00 | 40.58 | 0.00 |
| Yield(%) | 0.00 | 3.79 | 7.40 | 9.51 | 5.38 | 3.24 | 1.90 | … | … | 0.00 | 3.76 | 8.99 | 7.01 | 7.17 | 0.00 | 5.55 | 4.17 | 5.03 | 2.77 | 2.92 | 2.53 | 0.00 | 0.66 | 2.03 | 0.00 | 0.00 |
Data as of 03/25/2025, Common starting date is 11/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIBF (Mediobanca Banca di Credito Finanziario S.p.A) |
-15.88%
Apr 2011 – Apr 2014 |
-8.48%
Aug 2011 – Aug 2016 |
2.12%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIBF (Mediobanca Banca di Credito Finanziario S.p.A) |
40.53%
Jun 2012 – Jun 2015 |
19.78%
Dec 2012 – Dec 2017 |
16.20%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart