Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPRUY (Kering SA) | -16.64% | 45.93% | -16.23% | -18.08% | 8.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPRUY (Kering SA) | 07/13/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 45.93 | -16.23 | -18.08 | 8.35 | NA | NA | … | … | -16.64 | 47.37 | -42.04 | -10.69 | -35.42 | 11.95 | 13.00 | 42.88 | 7.77 | 114.45 | 33.21 | -7.66 | -7.58 | 16.87 | 33.99 | -17.82 |
| Sharpe Ratio | NA | 1.15 | -0.53 | -0.56 | 0.21 | NA | NA | … | … | -0.86 | 1.02 | -1.23 | -0.51 | -0.94 | 0.41 | 0.30 | 1.51 | 0.18 | 5.45 | 1.17 | -0.26 | -0.35 | 0.63 | 1.15 | -1.08 |
| Standard Deviation(%) | NA | 41.19 | 38.77 | 37.39 | 34.80 | NA | NA | … | … | 42.95 | 43.98 | 37.25 | 28.62 | 39.51 | 28.89 | 42.98 | 27.43 | 36.32 | 20.98 | 28.28 | 29.23 | 21.91 | 26.85 | 29.75 | 31.55 |
| Draw Down(%) | NA | 33.64 | 69.69 | 79.45 | 79.45 | NA | NA | … | … | 28.42 | 40.86 | 52.65 | 37.09 | 47.57 | 23.50 | 42.89 | 21.32 | 31.11 | 6.68 | 15.66 | 25.44 | 18.41 | 16.78 | 23.97 | 25.39 |
| Yield(%) | 0.70 | 1.75 | 1.57 | 1.20 | 7.99 | 6.17 | 4.63 | … | … | 0.99 | 2.75 | 3.50 | 2.91 | 1.67 | 1.35 | 1.34 | 2.57 | 10.44 | 2.25 | 2.72 | 2.43 | 2.43 | 2.63 | 3.29 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPRUY (Kering SA) |
-30.77%
Nov 2021 – Nov 2024 |
-18.06%
May 2021 – May 2026 |
3.58%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPRUY (Kering SA) |
59.89%
Jun 2016 – Jun 2019 |
45.74%
May 2016 – May 2021 |
22.22%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart