Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDXAY (Sodexo PK) | 11.27% | -7.83% | -4.42% | 0.51% | 0.36% | 3.27% | 6.01% | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDXAY (Sodexo PK) | 10/01/2002 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.06 | -7.83 | -4.42 | 0.51 | 0.36 | 3.27 | 6.01 | … | … | 11.27 | -33.52 | 13.06 | 18.90 | 11.88 | 6.39 | -26.49 | 20.29 | -22.45 | 20.01 | 19.50 | 2.65 | -1.32 | 21.87 | 21.55 | 5.99 | 26.53 | 5.85 | -6.00 | -0.90 | 55.56 | 38.05 | 3.73 | 32.73 | 19.90 |
| Sharpe Ratio | NA | -0.62 | -0.32 | -0.09 | -0.05 | NA | NA | … | … | 0.50 | -1.11 | 0.37 | 0.75 | 0.31 | 0.22 | -0.46 | 1.04 | -0.83 | 1.14 | 0.82 | 0.11 | -0.09 | 1.01 | 0.98 | 0.22 | 1.04 | 0.16 | -0.13 | -0.13 | 2.45 | 1.55 | 0.10 | 0.85 | 2.06 |
| Standard Deviation(%) | NA | 28.93 | 27.91 | 28.87 | 31.06 | NA | NA | … | … | 31.87 | 32.83 | 25.64 | 20.59 | 33.92 | 29.16 | 57.82 | 18.17 | 28.66 | 17.06 | 23.47 | 23.62 | 14.66 | 21.52 | 22.04 | 27.59 | 25.39 | 35.43 | 51.42 | 31.15 | 21.43 | 23.07 | 27.33 | 37.48 | 51.36 |
| Draw Down(%) | NA | 29.30 | 45.00 | 45.00 | 57.80 | NA | NA | … | … | 18.89 | 39.02 | 13.56 | 14.11 | 30.83 | 22.61 | 53.31 | 10.65 | 28.28 | 17.71 | 14.15 | 24.19 | 17.21 | 14.74 | 13.76 | 17.51 | 13.49 | 24.87 | 43.96 | 28.49 | 16.58 | 10.06 | 24.97 | 25.39 | 13.03 |
| Yield(%) | 0.00 | 4.71 | 13.88 | 10.26 | 5.78 | 6.28 | 9.02 | … | … | 0.00 | 3.83 | 35.49 | 3.47 | 2.92 | 2.76 | 2.74 | 3.10 | 2.46 | 2.20 | 2.48 | 2.19 | 2.20 | 2.49 | 2.57 | 2.49 | 3.13 | 2.93 | 2.74 | 1.97 | 2.09 | 2.98 | 2.57 | 0.61 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDXAY (Sodexo PK) |
-18.70%
May 2017 – May 2020 |
-9.54%
Jun 2017 – Jun 2022 |
-0.72%
Mar 2016 – Mar 2026 |
2.26%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDXAY (Sodexo PK) |
46.34%
May 2004 – May 2007 |
27.94%
Apr 2003 – Apr 2008 |
19.31%
Mar 2003 – Mar 2013 |
15.26%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart