Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAFRF (Safran SA) | 5.33% | 19.59% | 37.21% | 21.09% | 19.07% | 17.30% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAFRF (Safran SA) | 06/10/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 19.59 | 37.21 | 21.09 | 19.07 | 17.30 | NA | … | … | 5.33 | 59.58 | 26.96 | 40.60 | 4.31 | -16.87 | -4.41 | 29.25 | 14.85 | 47.20 | 8.12 | 15.88 | -11.31 | 65.05 | 50.31 | -8.04 | 24.91 |
| Sharpe Ratio | NA | 0.48 | 1.00 | 0.45 | 0.41 | NA | NA | … | … | 0.11 | 1.83 | 0.86 | 1.36 | 0.06 | -0.35 | -0.06 | 1.21 | 0.56 | 2.57 | 0.26 | 0.84 | -0.51 | 3.63 | 2.81 | -0.23 | 1.41 |
| Standard Deviation(%) | NA | 38.06 | 32.66 | 39.63 | 41.68 | NA | NA | … | … | 51.39 | 31.08 | 27.27 | 27.48 | 52.00 | 48.39 | 82.63 | 22.90 | 24.35 | 18.22 | 30.03 | 18.83 | 22.30 | 17.89 | 18.04 | 34.55 | 34.28 |
| Draw Down(%) | NA | 25.62 | 25.62 | 44.73 | 65.60 | NA | NA | … | … | 25.62 | 23.55 | 12.02 | 10.44 | 34.75 | 31.83 | 65.50 | 9.77 | 20.40 | 7.57 | 19.12 | 14.85 | 19.48 | 4.52 | 10.81 | 27.76 | 6.81 |
| Yield(%) | 0.00 | 1.30 | 2.90 | 2.00 | 2.70 | 4.12 | 4.89 | … | … | 1.12 | 2.91 | 1.34 | 1.16 | 0.43 | 0.36 | 0.00 | 0.00 | 1.76 | 1.31 | 2.37 | 2.24 | 2.25 | 3.46 | 2.95 | 3.20 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFRF (Safran SA) |
-16.15%
Sep 2019 – Sep 2022 |
-1.53%
Sep 2017 – Sep 2022 |
10.41%
Oct 2013 – Oct 2023 |
16.80%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFRF (Safran SA) |
59.75%
Sep 2022 – Sep 2025 |
30.43%
Sep 2020 – Sep 2025 |
22.10%
Feb 2016 – Feb 2026 |
21.07%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart