Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFNXF (Sofina Société Anonyme) | NA | -4.65% | -4.22% | 4.74% | 9.27% | NA | NA | … | … |
Data as of 05/23/2025, Common starting date is 10/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFNXF (Sofina Société Anonyme) | 10/03/2012 | 05/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.65 | -4.22 | 4.74 | 9.27 | NA | NA | … | … | 3.68 | 2.83 | 1.95 | -50.52 | 61.54 | 32.27 | 15.50 | 31.61 | 35.31 | 2.51 | 2.48 | 36.78 | 2.46 | 3.28 |
| Sharpe Ratio | NA | -0.60 | -0.27 | 0.08 | 0.29 | NA | NA | … | … | 0.37 | -0.08 | -0.06 | -1.19 | 1.52 | 0.78 | 1.26 | 1.67 | 1.60 | 0.93 | 1.06 | 1.31 | 1.00 | 2.21 |
| Standard Deviation(%) | NA | 13.35 | 27.23 | 32.91 | 26.96 | NA | NA | … | … | 17.71 | 9.98 | 29.11 | 43.86 | 40.52 | 41.00 | 11.14 | 18.22 | 21.81 | 2.48 | 2.31 | 27.97 | 2.43 | 6.67 |
| Draw Down(%) | NA | 10.34 | 38.95 | 63.07 | 63.07 | NA | NA | … | … | 8.68 | 10.34 | 25.75 | 62.63 | 9.59 | 24.05 | 2.16 | 0.00 | 1.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.86 | 1.44 | 2.58 | 2.96 | 2.22 | … | … | 0.00 | 1.61 | 1.63 | 0.75 | 1.26 | 1.41 | 1.60 | 2.10 | 2.46 | 2.45 | 2.28 | 3.50 | 2.40 | 0.00 |
Data as of 05/23/2025, Common starting date is 10/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFNXF (Sofina Société Anonyme) |
-19.65%
Dec 2021 – Dec 2024 |
-0.24%
Oct 2018 – Oct 2023 |
9.12%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFNXF (Sofina Société Anonyme) |
39.23%
Jul 2018 – Jul 2021 |
34.46%
Dec 2016 – Dec 2021 |
13.31%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart