Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REMYY (Remy Cointreau SA ADR) | 11.53% | -12.83% | -29.84% | -23.26% | -4.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/16/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REMYY (Remy Cointreau SA ADR) | 01/16/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.60 | -12.83 | -29.84 | -23.26 | -4.17 | NA | NA | … | … | 11.53 | -27.88 | -51.03 | -22.59 | -29.81 | 32.09 | 52.63 | 11.80 | -17.90 | 69.41 | 16.84 | 6.68 | -12.94 |
| Sharpe Ratio | NA | -0.36 | -0.91 | -0.74 | -0.16 | NA | NA | … | … | 0.52 | -0.75 | -1.45 | -0.76 | -0.89 | 1.27 | 1.29 | 0.32 | -0.60 | 2.76 | 0.47 | 0.24 | -0.54 |
| Standard Deviation(%) | NA | 40.42 | 38.71 | 36.49 | 34.76 | NA | NA | … | … | 38.46 | 41.43 | 37.78 | 34.92 | 35.31 | 25.22 | 40.54 | 32.34 | 32.12 | 25.02 | 35.38 | 27.60 | 24.80 |
| Draw Down(%) | NA | 44.67 | 74.98 | 81.94 | 81.94 | NA | NA | … | … | 26.20 | 43.02 | 53.81 | 42.27 | 37.57 | 13.60 | 29.17 | 21.92 | 29.09 | 6.35 | 17.21 | 26.69 | 27.03 |
| Yield(%) | 0.00 | 3.10 | 1.59 | 1.23 | 2.51 | 2.02 | 1.52 | … | … | 0.00 | 2.92 | 1.76 | 1.91 | 1.21 | 1.17 | 0.95 | 2.63 | 1.38 | 2.41 | 2.54 | 2.44 | 1.23 |
Data as of 06/04/2026, Common starting date is 01/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REMYY (Remy Cointreau SA ADR) |
-37.91%
Mar 2022 – Mar 2025 |
-24.44%
May 2021 – May 2026 |
-3.98%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REMYY (Remy Cointreau SA ADR) |
36.16%
Aug 2015 – Aug 2018 |
26.88%
Sep 2015 – Sep 2020 |
5.21%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart