Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPRUF (Kering SA) | -14.57% | 49.96% | -15.06% | -17.13% | 8.56% | 5.95% | 7.00% | … | … |
Data as of 06/05/2026, Common starting date is 05/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPRUF (Kering SA) | 05/10/2002 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 49.96 | -15.06 | -17.13 | 8.56 | 5.95 | 7.00 | … | … | -14.57 | 50.50 | -41.80 | -12.35 | -35.42 | 9.57 | 17.74 | 41.72 | 1.27 | 115.62 | 32.69 | -9.28 | -4.70 | 11.62 | 30.38 | -9.67 | 44.62 | 87.94 | -62.98 | 27.14 | 38.07 | 13.16 | 6.63 | 32.65 | -35.49 |
| Sharpe Ratio | NA | 0.97 | -0.39 | -0.43 | 0.13 | NA | NA | … | … | -0.64 | 0.98 | -1.00 | -0.41 | -0.72 | 0.22 | 0.18 | 0.62 | 0.00 | 4.96 | 1.24 | -0.32 | -0.22 | 0.44 | 1.04 | -0.26 | 1.39 | 2.08 | -0.92 | 1.51 | 1.77 | 1.15 | 0.20 | 0.79 | -1.01 |
| Standard Deviation(%) | NA | 48.93 | 46.93 | 47.16 | 52.13 | NA | NA | … | … | 51.95 | 49.06 | 45.64 | 39.75 | 51.11 | 43.46 | 95.82 | 65.02 | 34.25 | 23.31 | 26.26 | 29.34 | 21.06 | 26.62 | 29.36 | 36.98 | 32.13 | 42.32 | 69.30 | 15.98 | 19.72 | 9.48 | 27.54 | 40.19 | 49.85 |
| Draw Down(%) | NA | 33.44 | 69.13 | 79.25 | 79.25 | NA | NA | … | … | 28.55 | 38.75 | 54.00 | 37.95 | 47.94 | 26.00 | 48.10 | 25.00 | 30.16 | 6.55 | 9.64 | 21.76 | 19.14 | 14.69 | 23.89 | 26.64 | 18.51 | 24.67 | 74.19 | 5.04 | 0.87 | 4.57 | 22.13 | 22.49 | 41.43 |
| Yield(%) | 1.19 | 2.50 | 1.90 | 1.33 | 5.99 | 4.51 | 5.50 | … | … | 1.41 | 4.36 | 3.51 | 2.95 | 1.61 | 1.35 | 1.38 | 2.56 | 1.02 | 1.55 | 2.74 | 2.35 | 2.50 | 1.20 | 2.39 | 2.12 | 2.81 | 5.06 | 2.72 | 2.54 | 2.99 | 2.89 | 2.85 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPRUF (Kering SA) |
-30.94%
Dec 2021 – Dec 2024 |
-17.58%
Apr 2021 – Apr 2026 |
2.33%
Mar 2015 – Mar 2025 |
4.47%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPRUF (Kering SA) |
54.42%
Apr 2016 – Apr 2019 |
42.63%
May 2016 – May 2021 |
27.79%
Jan 2009 – Jan 2019 |
19.55%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart