Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIBY (Mediobanca Banca di Credito Finanziario SpA ADR) | 22.80% | 18.91% | 40.91% | 24.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIBY (Mediobanca Banca di Credito Finanziario SpA ADR) | 03/01/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.59 | 18.91 | 40.91 | 24.59 | NA | NA | NA | … | … | 22.80 | 52.85 | 27.09 | 39.10 | -10.31 | 32.98 | -15.62 | 34.98 | -24.22 |
| Sharpe Ratio | NA | 0.41 | 1.37 | 0.79 | NA | NA | NA | … | … | 2.01 | 1.43 | 1.04 | 1.57 | -0.32 | 1.63 | -0.29 | 1.53 | -0.85 |
| Standard Deviation(%) | NA | 35.31 | 29.63 | 29.95 | NA | NA | NA | … | … | 40.49 | 35.22 | 22.50 | 22.81 | 36.79 | 20.16 | 53.70 | 21.85 | 35.10 |
| Draw Down(%) | NA | 28.67 | 28.67 | 38.55 | NA | NA | NA | … | … | 23.42 | 28.36 | 14.81 | 15.57 | 38.55 | 8.85 | 59.59 | 16.53 | 33.62 |
| Yield(%) | 0.00 | 6.35 | 12.10 | 9.26 | 5.61 | 3.74 | 2.80 | … | … | 3.47 | 9.11 | 9.47 | 9.45 | 6.53 | 8.43 | 0.00 | 6.30 | 4.44 |
Data as of 06/04/2026, Common starting date is 03/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIBY (Mediobanca Banca di Credito Finanziario SpA ADR) |
-6.81%
Sep 2019 – Sep 2022 |
2.51%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIBY (Mediobanca Banca di Credito Finanziario SpA ADR) |
57.66%
Aug 2022 – Aug 2025 |
38.13%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart