Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PDRDY (Pernod Ricard SA) NA 27.69% 16.73% 19.63% 11.98% NA NA … …
Data as of 01/04/2022, Common starting date is 05/07/2009
More Performance Analytics Comparison
Name Start Date End Date
PDRDY (Pernod Ricard SA) 05/07/2009 01/04/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 1.89 27.69 16.73 19.63 11.98 NA NA … … 0.12 29.52 6.71 9.77 3.51 46.57 -5.39 3.87 -3.35 -2.07 25.75 -2.64 9.22 45.80
Sharpe Ratio NA 1.57 0.64 0.83 0.46 NA NA … … 0.38 1.63 0.20 0.46 0.13 3.28 -0.25 0.17 -0.20 -0.10 1.01 -0.08 0.34 1.47
Standard Deviation(%) NA 18.28 23.68 20.93 21.40 NA NA … … 43.93 18.11 32.05 18.04 17.42 14.09 21.96 22.37 16.86 21.92 25.66 32.65 26.52 53.05
Draw Down(%) NA 7.73 33.27 33.27 33.27 NA NA … … 1.88 7.73 31.30 10.35 15.33 4.54 14.77 21.85 13.55 17.60 11.13 23.11 19.34 22.22
Yield(%) 0.00 1.89 2.13 2.84 2.74 3.36 2.52 … … 0.00 1.89 1.75 2.15 1.75 2.15 1.84 1.83 1.90 1.85 2.11 2.09 2.02 1.09
Data as of 01/04/2022, Common starting date is 05/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PDRDY (Pernod Ricard SA) -5.02%
Feb 2013 – Feb 2016 		3.18%
Apr 2011 – Apr 2016 		7.40%
Mar 2010 – Mar 2020 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PDRDY (Pernod Ricard SA) 22.89%
Nov 2016 – Nov 2019 		19.60%
Dec 2016 – Dec 2021 		13.41%
Jun 2009 – Jun 2019 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return