Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGPEF (Publicis Groupe S.A) | -2.42% | -1.79% | 14.48% | 12.42% | 7.57% | 7.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGPEF (Publicis Groupe S.A) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.83 | -1.79 | 14.48 | 12.42 | 7.57 | 7.59 | NA | … | … | -2.42 | 1.16 | 17.76 | 53.78 | 1.85 | 40.83 | 16.71 | -15.11 | -14.32 | 0.25 | 6.27 | -7.18 | -18.50 | 53.99 | 33.72 | -8.63 | -1.43 |
| Sharpe Ratio | NA | -0.22 | 0.36 | 0.32 | 0.18 | NA | NA | … | … | -0.38 | -0.05 | 0.74 | 2.24 | 0.01 | 1.66 | 0.29 | -0.56 | -0.50 | -0.02 | 0.25 | -0.32 | -0.87 | 2.19 | 1.54 | -0.31 | -0.25 |
| Standard Deviation(%) | NA | 32.14 | 28.09 | 30.59 | 32.73 | NA | NA | … | … | 38.12 | 34.37 | 19.05 | 22.65 | 40.89 | 24.51 | 56.46 | 29.60 | 31.78 | 21.00 | 23.88 | 22.83 | 21.20 | 24.68 | 22.08 | 27.51 | 27.33 |
| Draw Down(%) | NA | 25.38 | 26.59 | 37.85 | 68.38 | NA | NA | … | … | 22.30 | 23.49 | 14.50 | 10.42 | 37.85 | 14.58 | 52.48 | 34.00 | 28.92 | 18.15 | 17.43 | 27.98 | 31.37 | 8.19 | 21.56 | 28.08 | 13.17 |
| Yield(%) | 0.00 | 3.97 | 4.90 | 4.65 | 3.51 | 3.86 | 3.14 | … | … | 0.00 | 3.99 | 3.90 | 5.00 | 3.83 | 5.04 | 7.67 | 3.85 | 3.04 | 2.67 | 2.49 | 1.69 | 1.65 | 1.51 | 1.55 | 1.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGPEF (Publicis Groupe S.A) |
-25.20%
May 2017 – May 2020 |
-16.33%
May 2015 – May 2020 |
1.97%
Sep 2012 – Sep 2022 |
5.92%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGPEF (Publicis Groupe S.A) |
48.33%
Apr 2020 – Apr 2023 |
37.26%
May 2020 – May 2025 |
9.85%
Jan 2016 – Jan 2026 |
8.90%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart