Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBGSY (Schneider Electric SA) | 21.25% | 30.01% | 25.32% | 17.84% | 20.45% | 12.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBGSY (Schneider Electric SA) | 01/21/2010 | 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 (%) | 6.00 | 30.01 | 25.32 | 17.84 | 20.45 | 12.65 | NA | … | … | 21.25 | 12.60 | 26.10 | 46.55 | -27.01 | 38.03 | 46.44 | 55.69 | -17.76 | 26.17 | 26.01 | -19.00 | -15.60 | 22.64 | 46.49 | -29.70 | 42.68 |
| Sharpe Ratio | NA | 0.73 | 0.65 | 0.45 | 0.60 | NA | NA | … | … | 1.07 | 0.27 | 0.90 | 1.62 | -0.73 | 1.74 | 1.02 | 2.53 | -0.74 | 1.42 | 0.84 | -0.72 | -0.67 | 0.83 | 1.18 | -0.54 | 1.12 |
| Standard Deviation(%) | NA | 33.11 | 30.99 | 31.83 | 30.53 | NA | NA | … | … | 38.61 | 36.48 | 25.07 | 26.67 | 39.06 | 21.89 | 44.88 | 21.41 | 26.06 | 18.10 | 30.87 | 26.56 | 23.36 | 27.23 | 39.65 | 54.59 | 40.45 |
| Draw Down(%) | NA | 20.14 | 28.42 | 45.04 | 45.04 | NA | NA | … | … | 20.14 | 28.42 | 13.69 | 19.72 | 45.04 | 14.21 | 35.63 | 12.98 | 29.58 | 8.54 | 17.36 | 31.31 | 28.54 | 12.22 | 25.27 | 47.16 | 20.03 |
| Yield(%) | 0.00 | 1.92 | 2.48 | 2.47 | 5.10 | 3.62 | 4.35 | … | … | 1.78 | 1.76 | 1.93 | 2.46 | 1.55 | 2.05 | 2.64 | 3.93 | 3.21 | 3.16 | 3.94 | 2.86 | 3.06 | 3.28 | 3.93 | 2.83 | 2.27 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SBGSY (Schneider Electric SA) |
-8.42%
Jan 2013 – Jan 2016 |
-4.44%
Jan 2011 – Jan 2016 |
7.05%
Mar 2010 – Mar 2020 |
10.72%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBGSY (Schneider Electric SA) |
46.54%
Dec 2018 – Dec 2021 |
28.44%
May 2019 – May 2024 |
21.69%
Feb 2016 – Feb 2026 |
14.60%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart