Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSRGF (Nestle SA) | 1.57% | -5.13% | -2.19% | -1.03% | 5.96% | 6.10% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSRGF (Nestle SA) | 02/17/2009 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | -5.13 | -2.19 | -1.03 | 5.96 | 6.10 | NA | … | … | 1.57 | 31.68 | -27.85 | 1.15 | -12.00 | 15.69 | 15.21 | 36.65 | -2.40 | 23.24 | -0.06 | 3.49 | 2.79 | 16.15 | 16.50 | 1.41 | 24.41 | 66.87 |
| Sharpe Ratio | NA | -0.18 | -0.23 | -0.12 | 0.22 | NA | NA | … | … | 0.27 | 1.07 | -1.47 | -0.15 | -0.47 | 0.78 | 0.58 | 2.42 | -0.24 | 1.63 | -0.02 | 0.21 | 0.21 | 1.00 | 1.15 | 0.07 | 1.16 | 2.50 |
| Standard Deviation(%) | NA | 28.77 | 24.07 | 24.15 | 21.48 | NA | NA | … | … | 31.07 | 26.95 | 21.41 | 17.20 | 28.81 | 19.99 | 25.82 | 14.53 | 16.17 | 13.94 | 17.35 | 16.80 | 13.14 | 16.13 | 14.37 | 20.84 | 20.92 | 31.63 |
| Draw Down(%) | NA | 18.99 | 32.84 | 38.69 | 38.69 | NA | NA | … | … | 13.55 | 19.38 | 28.37 | 18.76 | 25.44 | 13.97 | 18.20 | 10.24 | 12.68 | 7.74 | 20.16 | 9.10 | 14.25 | 11.01 | 9.24 | 17.68 | 11.20 | 10.90 |
| Yield(%) | 0.00 | 3.75 | 4.03 | 3.35 | 4.44 | 4.59 | 8.04 | … | … | 4.07 | 8.72 | 2.87 | 2.86 | 2.16 | 2.51 | 2.57 | 3.05 | 2.75 | 3.20 | 3.07 | 3.03 | 2.96 | 3.08 | 3.35 | 3.12 | 3.24 | 4.59 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRGF (Nestle SA) |
-13.72%
Dec 2021 – Dec 2024 |
-3.06%
Dec 2019 – Dec 2024 |
3.82%
Dec 2014 – Dec 2024 |
6.29%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSRGF (Nestle SA) |
27.35%
Mar 2009 – Mar 2012 |
21.71%
Apr 2009 – Apr 2014 |
14.47%
Apr 2009 – Apr 2019 |
11.15%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart