Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIEJF (Rothschild & Co SCA) | NA | 27.43% | 18.44% | 8.45% | 10.00% | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIEJF (Rothschild & Co SCA) | 04/25/2011 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.43 | 18.44 | 8.45 | 10.00 | NA | NA | … | … | 25.59 | -7.44 | 40.54 | 14.03 | -17.57 | 0.52 | 40.66 | 6.64 | 21.15 | -9.42 | 9.29 | 31.66 | -36.75 |
| Sharpe Ratio | NA | 0.61 | 0.46 | 0.16 | 0.28 | NA | NA | … | … | 0.59 | -0.22 | 1.34 | 0.21 | -0.67 | -0.03 | 1.72 | 0.20 | 0.77 | -1.59 | 0.39 | 1.32 | -2.15 |
| Standard Deviation(%) | NA | 37.96 | 36.12 | 42.97 | 34.86 | NA | NA | … | … | 39.13 | 39.67 | 30.14 | 66.02 | 28.27 | 26.67 | 23.41 | 31.43 | 27.49 | 5.95 | 23.47 | 24.25 | 22.59 |
| Draw Down(%) | NA | 17.80 | 31.90 | 52.73 | 60.07 | NA | NA | … | … | 17.80 | 30.67 | 14.02 | 41.32 | 24.44 | 24.37 | 5.53 | 18.56 | 21.68 | 10.09 | 14.72 | 15.29 | 36.75 |
| Yield(%) | 0.00 | 25.98 | 13.80 | 7.76 | 7.42 | 4.45 | 3.34 | … | … | 25.60 | 2.84 | 6.21 | 0.00 | 2.45 | 2.19 | 3.01 | 2.77 | 3.15 | 2.56 | 0.00 | 3.58 | 1.82 |
Data as of 12/08/2023, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIEJF (Rothschild & Co SCA) |
-14.95%
May 2017 – May 2020 |
-5.75%
May 2015 – May 2020 |
5.67%
May 2011 – May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIEJF (Rothschild & Co SCA) |
47.94%
May 2020 – May 2023 |
16.26%
Nov 2016 – Nov 2021 |
12.66%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart