Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REMYF (Rémy Cointreau SA) | 4.68% | -11.44% | -31.82% | -24.54% | -4.57% | -1.89% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REMYF (Rémy Cointreau SA) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.63 | -11.44 | -31.82 | -24.54 | -4.57 | -1.89 | NA | … | … | 4.68 | -27.96 | -51.82 | -20.68 | -31.99 | 30.13 | 55.98 | 17.39 | -19.09 | 67.40 | 19.42 | 7.45 | -17.73 | -22.40 | 28.00 | 20.82 | 5.80 |
| Sharpe Ratio | NA | -0.20 | -0.85 | -0.68 | -0.16 | NA | NA | … | … | 0.57 | -0.76 | -1.28 | -0.65 | -0.87 | 1.11 | 1.49 | 0.88 | -1.00 | 3.50 | 0.79 | 0.28 | -0.25 | -0.78 | 0.82 | 1.85 | 3.17 |
| Standard Deviation(%) | NA | 42.37 | 41.72 | 39.18 | 32.47 | NA | NA | … | … | 40.45 | 40.56 | 43.29 | 37.47 | 38.40 | 27.06 | 37.15 | 18.14 | 20.58 | 19.18 | 24.18 | 26.17 | 72.28 | 28.67 | 34.36 | 11.22 | 9.86 |
| Draw Down(%) | NA | 41.11 | 74.99 | 82.12 | 82.12 | NA | NA | … | … | 22.66 | 39.98 | 55.06 | 40.05 | 37.94 | 14.96 | 28.00 | 16.26 | 26.20 | 5.38 | 14.34 | 23.17 | 45.72 | 37.61 | 13.40 | 4.34 | 1.39 |
| Yield(%) | 0.00 | 7.73 | 1.60 | 1.24 | 2.84 | 2.73 | 2.31 | … | … | 0.00 | 6.70 | 0.00 | 1.91 | 1.30 | 1.13 | 0.95 | 5.30 | 1.20 | 1.98 | 2.25 | 2.27 | 2.04 | 1.57 | 1.50 | 1.78 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REMYF (Rémy Cointreau SA) |
-37.00%
Mar 2023 – Mar 2026 |
-24.60%
Dec 2020 – Dec 2025 |
-3.95%
Mar 2016 – Mar 2026 |
-1.98%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REMYF (Rémy Cointreau SA) |
35.82%
Aug 2015 – Aug 2018 |
26.41%
Dec 2016 – Dec 2021 |
12.97%
Dec 2011 – Dec 2021 |
-0.89%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart