Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCGLY (Societe Generale ADR) 6.86% 59.03% 56.06% 26.61% 12.49% 6.54% 1.30%
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
Name Start Date End Date
SCGLY (Societe Generale ADR) 11/18/1996 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 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 6.53 59.03 56.06 26.61 12.49 6.54 1.30 6.86 195.44 8.74 16.36 -23.50 70.34 -40.49 21.83 -35.67 10.19 12.88 13.81 -26.80 51.15 79.36 -58.03 -22.00 47.50 -61.46 -11.81 44.98 24.97 19.86 59.63 7.37 -9.80 6.52 42.64 19.44 24.86 -5.46
Sharpe Ratio NA 1.38 1.47 0.63 0.25 NA NA 0.11 5.10 0.17 0.40 -0.51 2.25 -0.54 0.70 -1.61 0.35 0.27 0.43 -0.90 1.38 1.40 -0.75 -0.37 0.63 -0.79 -0.48 1.58 1.30 0.84 1.68 0.12 -0.28 0.05 0.97 0.30 0.60 -1.49
Standard Deviation(%) NA 35.72 34.17 37.38 40.87 NA NA 42.38 38.00 29.89 31.70 48.98 31.23 75.05 28.93 23.15 27.57 47.68 32.29 29.96 37.04 57.23 76.91 59.10 75.25 79.00 31.41 26.49 17.41 22.37 35.05 51.84 43.94 45.70 40.43 53.11 35.12 28.38
Draw Down(%) NA 23.45 25.67 51.08 75.30 NA NA 23.45 22.96 25.67 29.72 51.08 17.30 64.04 24.83 43.68 17.19 32.18 20.75 35.69 31.97 45.05 70.26 52.24 56.14 74.37 33.96 15.30 8.84 19.59 24.19 47.08 43.57 27.18 25.65 60.05 18.81 11.48
Yield(%) 1.46 3.46 5.64 4.69 3.94 2.48 1.54 1.43 6.98 3.57 7.09 4.99 3.24 0.00 7.99 5.20 4.77 4.84 3.08 2.43 1.48 0.00 4.59 0.46 10.68 5.43 3.97 5.19 4.19 3.45 3.76 3.27 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCGLY (Societe Generale ADR) -36.93%
Feb 2006 – Feb 2009
-33.93%
May 2007 – May 2012
-10.82%
Sep 2006 – Sep 2016
-10.09%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCGLY (Societe Generale ADR) 57.04%
May 2023 – May 2026
43.66%
Sep 2020 – Sep 2025
24.85%
Apr 1997 – Apr 2007
7.12%
Feb 1999 – Feb 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return