Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONDY (Mondi PLC ADR) | -16.11% | -35.78% | -9.58% | -14.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONDY (Mondi PLC ADR) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | -35.78 | -9.58 | -14.31 | NA | NA | NA | … | … | -16.11 | -13.53 | -20.02 | 21.33 | -28.73 | 1.74 |
| Sharpe Ratio | NA | -1.05 | -0.41 | -0.50 | NA | NA | NA | … | … | -1.03 | -0.47 | -0.77 | 0.68 | -0.69 | 0.07 |
| Standard Deviation(%) | NA | 36.80 | 32.51 | 33.64 | NA | NA | NA | … | … | 36.68 | 35.14 | 30.90 | 26.29 | 44.05 | 24.03 |
| Draw Down(%) | NA | 40.72 | 49.52 | 58.69 | NA | NA | NA | … | … | 25.53 | 34.60 | 29.58 | 21.13 | 41.78 | 20.38 |
| Yield(%) | 0.00 | 1.99 | 7.67 | 3.74 | 2.22 | 1.48 | 1.11 | … | … | 0.47 | 5.25 | 12.99 | 4.52 | 2.92 | 2.90 |
Data as of 06/04/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONDY (Mondi PLC ADR) |
-11.57%
Dec 2021 – Dec 2024 |
-14.35%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONDY (Mondi PLC ADR) |
2.21%
Jun 2022 – Jun 2025 |
-9.25%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart