Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSOF (Samsonite International S.A) | -26.14% | 32.58% | -13.79% | -0.79% | -3.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSOF (Samsonite International S.A) | 05/17/2012 | 06/05/2026 |
| 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 (%) | -2.20 | 32.58 | -13.79 | -0.79 | -3.23 | NA | NA | … | … | -26.14 | -4.66 | -16.26 | 27.34 | 26.11 | 19.41 | -27.04 | -13.15 | -38.42 | 70.85 | -4.51 | -0.56 | 5.99 | 48.12 | 6.51 |
| Sharpe Ratio | NA | 0.48 | -0.28 | -0.05 | -0.08 | NA | NA | … | … | -0.79 | -0.11 | -0.36 | 0.70 | 0.51 | 0.38 | -0.29 | -0.32 | -0.92 | 1.96 | -0.11 | -0.02 | 0.20 | 1.44 | 0.23 |
| Standard Deviation(%) | NA | 68.96 | 58.88 | 53.93 | 55.77 | NA | NA | … | … | 66.28 | 68.60 | 55.63 | 34.37 | 48.69 | 51.37 | 94.76 | 45.11 | 43.43 | 35.96 | 44.64 | 30.49 | 29.73 | 33.32 | 47.19 |
| Draw Down(%) | NA | 34.06 | 62.82 | 62.82 | 85.04 | NA | NA | … | … | 34.06 | 50.68 | 43.33 | 19.25 | 25.88 | 26.78 | 73.09 | 49.37 | 44.59 | 10.98 | 18.89 | 26.72 | 13.58 | 12.54 | 21.35 |
| Yield(%) | 0.00 | 7.41 | 1.19 | 1.07 | 1.38 | 2.03 | 1.52 | … | … | 0.00 | 3.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.06 | 1.63 | 2.44 | 2.32 | 2.06 | 1.95 | 1.34 | 1.13 |
Data as of 06/05/2026, Common starting date is 05/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSOF (Samsonite International S.A) |
-39.20%
Apr 2017 – Apr 2020 |
-24.36%
Apr 2015 – Apr 2020 |
-7.82%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSOF (Samsonite International S.A) |
58.41%
Apr 2020 – Apr 2023 |
21.87%
Mar 2020 – Mar 2025 |
5.24%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart