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
SLOIF (Soitec S.A) 482.82% 166.82% -0.98% -7.27% 28.14% NA NA
Data as of 06/10/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
Name Start Date End Date
SLOIF (Soitec S.A) 04/19/2012 06/10/2026
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 (%) -24.55 166.82 -0.98 -7.27 28.14 NA NA 482.82 -71.24 -49.82 6.93 -25.74 23.92 59.38 102.31 -7.24 95.06 126.47 -40.87 -34.91 -35.33 -28.57
Sharpe Ratio NA 1.86 0.02 -0.12 0.48 NA NA 64.66 -1.00 -1.11 0.09 -0.47 1.16 0.81 3.16 -0.18 2.42 2.11 -0.63 -0.33 -0.53 -0.69
Standard Deviation(%) NA 98.55 70.78 63.59 58.30 NA NA 119.73 74.86 51.19 28.70 58.06 31.71 72.84 31.92 48.14 39.18 59.53 65.15 107.14 66.54 55.65
Draw Down(%) NA 57.08 87.52 91.02 91.02 NA NA 29.52 71.24 62.72 18.14 55.24 12.37 42.70 3.10 33.72 11.79 30.67 55.08 72.36 54.59 36.90
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLOIF (Soitec S.A) -47.37%
Dec 2022 – Dec 2025
-32.83%
Dec 2020 – Dec 2025
3.10%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLOIF (Soitec S.A) 114.75%
Jun 2016 – Jun 2019
84.77%
Jun 2016 – Jun 2021
32.88%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return