Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRNDY (Pernod Ricard SA.) | -14.17% | -26.00% | -27.28% | -16.70% | -1.02% | 0.47% | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRNDY (Pernod Ricard SA.) | 05/06/2009 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.72 | -26.00 | -27.28 | -16.70 | -1.02 | 0.47 | NA | … | … | -14.17 | -19.26 | -33.68 | -7.89 | -17.06 | 28.45 | 8.58 | 11.85 | 5.27 | 48.98 | -3.57 | 5.72 | -1.52 | -0.15 | 28.15 | -0.58 | 11.46 | 47.42 |
| Sharpe Ratio | NA | -0.91 | -1.09 | -0.73 | -0.12 | NA | NA | … | … | -0.88 | -0.76 | -1.47 | -0.53 | -0.65 | 1.57 | 0.26 | 0.58 | 0.23 | 3.48 | -0.17 | 0.26 | -0.09 | -0.01 | 1.11 | -0.02 | 0.43 | 1.52 |
| Standard Deviation(%) | NA | 31.52 | 28.07 | 26.62 | 24.02 | NA | NA | … | … | 35.70 | 29.24 | 25.43 | 22.10 | 28.75 | 18.05 | 32.05 | 17.87 | 17.32 | 13.94 | 21.94 | 22.28 | 16.85 | 21.93 | 25.52 | 32.61 | 26.66 | 52.91 |
| Draw Down(%) | NA | 41.41 | 66.34 | 67.62 | 67.62 | NA | NA | … | … | 33.75 | 26.53 | 35.87 | 30.52 | 29.13 | 7.73 | 31.30 | 10.35 | 14.72 | 4.54 | 13.90 | 21.24 | 12.73 | 16.36 | 11.13 | 22.96 | 19.34 | 22.22 |
| Yield(%) | 0.00 | 5.25 | 2.39 | 2.17 | 3.54 | 3.26 | 4.19 | … | … | 0.00 | 4.98 | 2.93 | 2.58 | 1.74 | 1.91 | 1.72 | 2.17 | 1.73 | 2.17 | 1.87 | 1.86 | 1.95 | 1.89 | 2.13 | 2.09 | 1.95 | 1.17 |
Data as of 06/12/2026, Common starting date is 05/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRNDY (Pernod Ricard SA.) |
-28.58%
Apr 2023 – Apr 2026 |
-17.04%
May 2021 – May 2026 |
-1.44%
Mar 2016 – Mar 2026 |
0.16%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRNDY (Pernod Ricard SA.) |
22.90%
Nov 2016 – Nov 2019 |
19.59%
Dec 2016 – Dec 2021 |
13.19%
Jun 2009 – Jun 2019 |
7.11%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart