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
SFRGF (Salvatore Ferragamo S.p.A) -1.11% 39.06% -16.61% -16.46% -7.97% NA NA
Data as of 06/03/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
Name Start Date End Date
SFRGF (Salvatore Ferragamo S.p.A) 08/16/2012 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
Annualized Return (%) 0.00 39.06 -16.61 -16.46 -7.97 NA NA -1.11 29.97 -46.87 -23.40 -29.41 30.87 -8.64 7.26 -19.15 11.87 1.29 -3.37 -34.79 86.88 -2.94
Sharpe Ratio NA 0.67 -0.54 -0.46 -0.26 NA NA -0.18 0.48 -1.26 -1.00 -0.81 0.93 -0.19 0.22 -0.77 0.47 0.04 -0.10 -1.22 3.20 -1.04
Standard Deviation(%) NA 54.70 44.88 41.13 36.78 NA NA 28.14 57.60 42.69 27.81 38.33 33.05 46.14 27.24 26.70 24.12 29.12 34.74 28.58 27.11 7.63
Draw Down(%) NA 14.06 69.31 77.05 81.01 NA NA 12.32 30.80 51.68 33.85 43.21 16.49 46.26 25.47 30.60 20.53 17.34 29.60 39.96 5.35 4.29
Yield(%) 0.00 0.00 0.46 0.75 0.97 1.27 0.96 0.00 1.54 0.82 1.70 1.41 0.00 0.00 1.87 1.75 2.23 2.20 1.94 1.44 1.59 0.00
Data as of 06/03/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFRGF (Salvatore Ferragamo S.p.A) -33.89%
Dec 2021 – Dec 2024
-19.15%
Dec 2019 – Dec 2024
-14.03%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFRGF (Salvatore Ferragamo S.p.A) 16.35%
Mar 2020 – Mar 2023
7.30%
Sep 2012 – Sep 2017
-0.24%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return