Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONRF (Moncler S.p.A) | 2.13% | 9.51% | 3.01% | 1.86% | 17.03% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONRF (Moncler S.p.A) | 12/23/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.70 | 9.51 | 3.01 | 1.86 | 17.03 | NA | NA | … | … | 2.13 | 28.46 | -8.59 | 19.84 | -25.94 | 25.98 | 29.52 | 38.47 | 6.65 | 85.42 | 21.56 | 7.12 | -38.51 | 6.83 |
| Sharpe Ratio | NA | 0.05 | -0.03 | 0.01 | 0.40 | NA | NA | … | … | -0.05 | 0.60 | -0.32 | 0.57 | -0.57 | 0.79 | 0.53 | 1.25 | 0.16 | 3.55 | 0.83 | 0.22 | -1.45 | NA |
| Standard Deviation(%) | NA | 42.26 | 40.56 | 40.36 | 38.16 | NA | NA | … | … | 54.14 | 42.80 | 37.85 | 28.78 | 48.44 | 32.79 | 54.58 | 29.67 | 33.30 | 24.02 | 25.80 | 32.74 | 26.66 | NA |
| Draw Down(%) | NA | 18.11 | 35.78 | 48.61 | 48.61 | NA | NA | … | … | 18.11 | 28.50 | 35.78 | 29.76 | 45.65 | 14.48 | 40.07 | 22.83 | 36.68 | 10.46 | 16.67 | 32.96 | 40.22 | NA |
| Yield(%) | 0.00 | 0.00 | 2.00 | 1.86 | 5.11 | 2.95 | 2.21 | … | … | 0.00 | 5.07 | 2.03 | 2.29 | 1.77 | 0.90 | 1.22 | 1.35 | 1.05 | 1.17 | 1.20 | 1.05 | 0.64 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONRF (Moncler S.p.A) |
-12.06%
Nov 2021 – Nov 2024 |
1.43%
Apr 2021 – Apr 2026 |
12.35%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONRF (Moncler S.p.A) |
42.87%
Jun 2016 – Jun 2019 |
37.26%
Jun 2016 – Jun 2021 |
18.93%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart