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
PLLIF (Pirelli & C. S.p.A) NA 24.40% 28.03% 16.35% NA NA NA
Data as of 09/26/2025, Common starting date is 02/15/2019
More Performance Analytics Comparison
Name Start Date End Date
PLLIF (Pirelli & C. S.p.A) 02/15/2019 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 2019
Annualized Return (%) 3.62 24.40 28.03 16.35 NA NA NA 47.49 19.25 19.32 -27.65 11.69 -4.64 -12.15
Sharpe Ratio NA 0.89 0.87 0.39 NA NA NA 2.95 0.50 0.49 -0.53 0.48 -0.11 -1.54
Standard Deviation(%) NA 24.09 28.19 36.29 NA NA NA 22.64 31.30 32.12 55.40 24.46 43.34 9.85
Draw Down(%) NA 16.29 22.02 40.97 NA NA NA 4.95 22.02 14.31 40.97 7.83 42.54 12.15
Yield(%) 0.00 4.64 7.88 5.79 2.32 1.55 1.16 5.50 9.30 6.05 3.05 1.67 3.08 2.54
Data as of 09/26/2025, Common starting date is 02/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLLIF (Pirelli & C. S.p.A) -10.52%
May 2019 – May 2022
0.94%
Oct 2019 – Oct 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLLIF (Pirelli & C. S.p.A) 26.52%
Aug 2022 – Aug 2025
15.53%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return