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
PITAF (Poste Italiane SpA) NA 83.69% 55.86% 32.97% NA NA NA
Data as of 09/26/2025, Common starting date is 03/18/2020
More Performance Analytics Comparison
Name Start Date End Date
PITAF (Poste Italiane SpA) 03/18/2020 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.00 83.69 55.86 32.97 NA NA NA 66.48 36.68 61.48 -36.45 81.31 24.72
Sharpe Ratio NA 2.25 1.51 0.80 NA NA NA 2.36 0.90 1.82 -1.09 1.64 1.21
Standard Deviation(%) NA 35.77 34.81 38.26 NA NA NA 41.21 36.89 32.03 34.71 49.66 26.45
Draw Down(%) NA 0.15 17.99 38.33 NA NA NA 0.00 17.99 0.00 38.33 0.35 14.42
Yield(%) 0.00 17.56 19.03 14.34 9.23 6.15 4.61 11.60 16.57 9.34 7.84 6.90 7.47
Data as of 09/26/2025, Common starting date is 03/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PITAF (Poste Italiane SpA) 4.06%
Apr 2020 – Apr 2023
20.74%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PITAF (Poste Italiane SpA) 55.86%
Aug 2022 – Aug 2025
32.97%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return