Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SISAF (Sipef NV) | NA | 12.11% | 8.67% | -1.53% | -0.52% | NA | NA | … | … |
Data as of 06/13/2024, Common starting date is 04/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SISAF (Sipef NV) | 04/19/2013 | 06/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.11 | 8.67 | -1.53 | -0.52 | NA | NA | … | … | 0.00 | 12.11 | 14.48 | 2.65 | 12.27 | -37.41 | 4.78 | 50.81 | 0.00 | -36.08 | 18.36 | -6.80 |
| Sharpe Ratio | NA | 1.03 | 1.01 | -0.14 | -0.07 | NA | NA | … | … | 0.00 | 0.98 | 1.86 | 0.25 | 0.74 | -0.84 | 1.05 | 1.67 | 0.00 | -1.01 | 0.88 | -1.10 |
| Standard Deviation(%) | NA | 8.07 | 6.19 | 22.92 | 21.98 | NA | NA | … | … | NA | 8.10 | 7.07 | 10.58 | 16.11 | 46.21 | 3.31 | 30.20 | NA | 35.69 | 20.91 | 8.67 |
| Draw Down(%) | NA | 0.00 | 0.00 | 47.10 | 47.10 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 6.21 | 3.96 | 47.10 | 0.00 | 2.32 | 0.00 | 36.08 | 4.80 | 8.84 |
| Yield(%) | 0.00 | 11.11 | 7.68 | 3.50 | 2.50 | 1.92 | 1.44 | … | … | 0.00 | 11.11 | 11.75 | 0.67 | 0.00 | 0.73 | 4.61 | 2.46 | 0.00 | 1.51 | 1.77 | 2.20 |
Data as of 06/13/2024, Common starting date is 04/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISAF (Sipef NV) |
-11.65%
Jun 2013 – Jun 2016 |
-11.78%
Aug 2014 – Aug 2019 |
-1.01%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISAF (Sipef NV) |
16.47%
Oct 2015 – Oct 2018 |
3.64%
Nov 2013 – Nov 2018 |
1.02%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart