Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDXOF (Sodexo SA) | 7.37% | -9.87% | -15.55% | -0.67% | -3.15% | 0.71% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDXOF (Sodexo SA) | 02/17/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.94 | -9.87 | -15.55 | -0.67 | -3.15 | 0.71 | NA | … | … | 7.37 | -33.35 | -18.70 | 13.40 | 62.36 | 8.14 | -47.03 | 21.56 | -25.30 | 23.32 | 15.46 | 5.19 | -2.87 | 24.54 | 19.19 | 4.09 | 25.13 | 11.67 |
| Sharpe Ratio | NA | -0.53 | -0.33 | -0.02 | -0.03 | NA | NA | … | … | 0.20 | -0.88 | -0.34 | 0.09 | 0.20 | 0.03 | -0.16 | 0.93 | -0.58 | 1.40 | 0.69 | 0.24 | -0.20 | 0.97 | 1.00 | 0.21 | 0.98 | 0.43 |
| Standard Deviation(%) | NA | 31.09 | 60.76 | 175.59 | 165.79 | NA | NA | … | … | 34.70 | 40.75 | 66.82 | 103.87 | 313.14 | 244.53 | 303.27 | 21.62 | 46.28 | 16.24 | 22.10 | 21.84 | 14.41 | 25.29 | 19.38 | 19.45 | 25.44 | 30.79 |
| Draw Down(%) | NA | 25.02 | 53.05 | 53.05 | 69.20 | NA | NA | … | … | 16.34 | 38.84 | 30.88 | 31.18 | 47.37 | 42.27 | 65.48 | 11.38 | 31.49 | 16.99 | 11.51 | 23.25 | 17.27 | 14.66 | 13.89 | 12.95 | 12.86 | 18.14 |
| Yield(%) | 0.00 | 4.82 | 4.10 | 5.02 | 2.85 | 3.47 | 4.18 | … | … | 0.00 | 3.83 | 6.29 | 4.86 | 3.89 | 3.73 | 2.76 | 2.93 | 2.53 | 2.31 | 2.57 | 2.11 | 2.20 | 1.88 | 2.03 | 1.95 | 2.19 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDXOF (Sodexo SA) |
-25.40%
Jun 2017 – Jun 2020 |
-14.98%
May 2017 – May 2022 |
-4.45%
Apr 2016 – Apr 2026 |
0.11%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDXOF (Sodexo SA) |
34.48%
Jun 2020 – Jun 2023 |
20.89%
Mar 2009 – Mar 2014 |
11.79%
Mar 2009 – Mar 2019 |
6.54%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart