Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAFRY (Safran SA) | 0.57% | 16.04% | 34.50% | 19.24% | 18.62% | 17.01% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAFRY (Safran SA) | 01/21/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.80 | 16.04 | 34.50 | 19.24 | 18.62 | 17.01 | NA | … | … | 0.57 | 61.52 | 24.75 | 42.87 | 2.42 | -13.38 | -8.37 | 31.49 | 17.99 | 44.82 | 6.69 | 15.14 | -9.28 | 63.61 | 46.64 | -0.76 | 50.95 |
| Sharpe Ratio | NA | 0.61 | 1.20 | 0.57 | 0.50 | NA | NA | … | … | 0.14 | 2.28 | 0.95 | 1.84 | 0.03 | -0.41 | -0.12 | 1.42 | 0.71 | 2.58 | 0.22 | 0.61 | -0.44 | 2.91 | 1.62 | -0.02 | 1.59 |
| Standard Deviation(%) | NA | 32.00 | 26.86 | 30.15 | 34.89 | NA | NA | … | … | 43.58 | 25.79 | 22.24 | 21.54 | 38.71 | 32.45 | 74.26 | 21.08 | 23.34 | 17.18 | 28.96 | 24.62 | 21.25 | 21.84 | 28.98 | 49.03 | 34.21 |
| Draw Down(%) | NA | 24.57 | 24.57 | 42.20 | 65.16 | NA | NA | … | … | 24.57 | 23.51 | 12.08 | 9.04 | 32.81 | 27.76 | 65.13 | 10.15 | 19.36 | 6.68 | 18.79 | 16.31 | 22.72 | 8.02 | 13.80 | 36.26 | 15.09 |
| Yield(%) | 0.00 | 1.30 | 2.18 | 1.54 | 2.55 | 3.94 | 5.99 | … | … | 1.09 | 1.52 | 1.36 | 1.18 | 0.42 | 0.36 | 0.00 | 1.74 | 1.87 | 1.29 | 2.36 | 2.23 | 2.28 | 3.36 | 2.88 | 3.31 | 2.45 |
Data as of 06/05/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFRY (Safran SA) |
-16.08%
Sep 2019 – Sep 2022 |
-1.25%
Sep 2017 – Sep 2022 |
10.79%
Oct 2013 – Oct 2023 |
16.68%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFRY (Safran SA) |
58.17%
Sep 2022 – Sep 2025 |
29.99%
Sep 2020 – Sep 2025 |
22.38%
Feb 2010 – Feb 2020 |
20.75%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart