Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUBGY (Publicis Groupe SA) | -3.13% | -3.64% | 14.25% | 12.26% | 7.36% | 7.47% | 7.70% | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUBGY (Publicis Groupe SA) | 09/12/2000 | 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.12 | -3.64 | 14.25 | 12.26 | 7.36 | 7.47 | 7.70 | … | … | -3.13 | -2.41 | 19.51 | 52.02 | -0.81 | 41.90 | 13.38 | -16.36 | -13.78 | 1.47 | 5.42 | -4.69 | -20.97 | 54.01 | 35.28 | -10.98 | 30.20 | 63.36 | -32.03 | -6.22 | 23.00 | 7.48 | 2.03 | 56.25 | -18.70 | -22.08 | -8.50 |
| Sharpe Ratio | NA | -0.28 | 0.38 | 0.34 | 0.18 | NA | NA | … | … | -0.37 | -0.19 | 0.62 | 1.94 | -0.06 | 1.85 | 0.24 | -0.68 | -0.58 | 0.04 | 0.21 | -0.18 | -0.99 | 2.35 | 1.50 | -0.31 | 1.11 | 1.61 | -0.57 | -0.37 | 1.01 | 0.26 | 0.04 | 1.40 | -0.39 | -0.47 | -0.61 |
| Standard Deviation(%) | NA | 32.73 | 26.74 | 28.29 | 30.47 | NA | NA | … | … | 39.99 | 27.61 | 21.21 | 24.85 | 35.68 | 22.65 | 54.38 | 26.13 | 25.95 | 18.78 | 24.97 | 26.02 | 21.27 | 22.99 | 23.73 | 35.46 | 27.06 | 39.25 | 57.55 | 24.71 | 19.65 | 20.05 | 25.82 | 39.81 | 50.70 | 53.24 | 48.60 |
| Draw Down(%) | NA | 28.11 | 28.11 | 39.74 | 67.58 | NA | NA | … | … | 24.47 | 24.34 | 13.77 | 11.89 | 39.74 | 10.56 | 51.69 | 33.21 | 27.43 | 20.05 | 17.90 | 30.03 | 30.81 | 8.28 | 21.42 | 28.57 | 14.95 | 18.55 | 52.38 | 29.39 | 18.49 | 16.39 | 31.86 | 32.67 | 50.16 | 58.01 | 30.22 |
| Yield(%) | 0.00 | 3.91 | 4.88 | 4.64 | 3.45 | 3.93 | 4.44 | … | … | 0.00 | 4.02 | 4.01 | 4.87 | 3.82 | 4.82 | 3.00 | 4.22 | 3.54 | 2.94 | 2.77 | 1.85 | 1.65 | 1.92 | 1.99 | 1.95 | 1.71 | 3.16 | 2.45 | 1.59 | 1.25 | 1.14 | 0.97 | 1.26 | 0.79 | 0.52 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/12/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBGY (Publicis Groupe SA) |
-25.29%
May 2017 – May 2020 |
-16.48%
Apr 2015 – Apr 2020 |
-1.63%
Apr 2010 – Apr 2020 |
1.69%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBGY (Publicis Groupe SA) |
46.71%
Apr 2020 – Apr 2023 |
36.14%
May 2020 – May 2025 |
16.84%
Mar 2003 – Mar 2013 |
13.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart