Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDRDF (Pernod Ricard SA) | NA | -13.20% | -12.10% | -5.17% | 1.47% | 4.15% | NA | … | … |
Data as of 07/23/2025, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDRDF (Pernod Ricard SA) | 02/17/2009 | 07/23/2025 |
| 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 (%) | 1.16 | -13.20 | -12.10 | -5.17 | 1.47 | 4.15 | NA | … | … | 3.35 | -34.07 | -8.72 | -16.09 | 23.82 | 12.59 | 11.85 | 4.25 | 48.23 | -5.35 | 7.11 | -1.73 | 0.72 | 28.74 | -1.58 | 10.78 | 42.21 |
| Sharpe Ratio | NA | -0.38 | -0.42 | -0.19 | 0.00 | NA | NA | … | … | 0.08 | -0.93 | -0.42 | -0.38 | 0.70 | 0.28 | 0.54 | 0.17 | 2.94 | -0.24 | 0.32 | -0.10 | 0.04 | 1.33 | -0.05 | 0.42 | 1.48 |
| Standard Deviation(%) | NA | 43.50 | 37.55 | 37.39 | 31.88 | NA | NA | … | … | 38.42 | 40.64 | 29.98 | 45.75 | 34.00 | 43.37 | 19.19 | 17.28 | 16.23 | 23.62 | 22.34 | 16.64 | 19.59 | 21.80 | 29.86 | 25.62 | 33.23 |
| Draw Down(%) | NA | 38.27 | 56.52 | 57.04 | 57.04 | NA | NA | … | … | 18.71 | 35.30 | 30.35 | 32.61 | 11.37 | 32.89 | 11.22 | 14.28 | 4.56 | 14.44 | 21.63 | 12.91 | 15.70 | 10.58 | 21.47 | 20.65 | 15.44 |
| Yield(%) | 0.00 | 3.71 | 2.79 | 2.62 | 2.80 | 3.43 | 3.55 | … | … | 0.00 | 4.41 | 2.66 | 1.79 | 1.84 | 1.57 | 2.17 | 0.97 | 2.17 | 1.75 | 1.78 | 1.91 | 1.41 | 1.95 | 1.51 | 1.53 | 0.00 |
Data as of 07/23/2025, 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 |
|---|---|---|---|---|
| PDRDF (Pernod Ricard SA) |
-20.37%
Dec 2021 – Dec 2024 |
-6.78%
Dec 2019 – Dec 2024 |
0.56%
May 2015 – May 2025 |
3.22%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDRDF (Pernod Ricard SA) |
23.43%
Mar 2009 – Mar 2012 |
19.31%
Nov 2016 – Nov 2021 |
13.89%
Mar 2009 – Mar 2019 |
9.04%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart