Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNY (Sanofi) | 9.07% | -0.94% | 4.18% | 3.29% | 3.46% | 7.75% | 4.89% | 6.10% |
Data as of 07/25/2025, AR inception is 07/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNY (Sanofi) | 07/01/2002 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.24 | -0.94 | 4.18 | 3.29 | 3.46 | 7.75 | 4.89 | 6.10 | 9.07 | 1.09 | 6.55 | 0.47 | 7.01 | 0.38 | 20.47 | 6.06 | 9.82 | -1.19 | -3.37 | -11.86 | 17.11 | 35.98 | 18.86 | -13.46 | 28.72 | -26.49 | 1.02 | 7.24 | 11.59 | 8.24 | 26.03 | 2.12 |
| Sharpe Ratio | NA | -0.17 | 0.03 | 0.07 | 0.08 | NA | NA | 0.19 | 0.54 | -0.25 | 0.08 | -0.03 | 0.43 | 0.00 | 0.97 | 0.24 | 0.58 | -0.06 | -0.14 | -0.55 | 0.75 | 1.72 | 0.57 | -0.52 | 0.90 | -0.59 | -0.10 | 0.17 | 0.53 | 0.28 | 0.73 | 0.07 |
| Standard Deviation(%) | NA | 23.88 | 26.00 | 24.23 | 23.55 | NA | NA | 26.69 | 25.45 | 21.78 | 28.66 | 27.59 | 16.36 | 31.93 | 19.57 | 19.67 | 15.90 | 22.70 | 25.16 | 21.47 | 22.63 | 21.08 | 33.05 | 26.30 | 31.78 | 45.96 | 20.63 | 23.06 | 17.79 | 25.95 | 34.47 | 47.48 |
| Draw Down(%) | NA | 21.60 | 26.90 | 33.52 | 33.52 | NA | NA | 46.65 | 16.43 | 21.60 | 21.87 | 33.52 | 13.24 | 26.40 | 9.55 | 15.52 | 15.31 | 13.07 | 24.50 | 22.50 | 14.04 | 10.74 | 22.03 | 28.28 | 23.46 | 45.85 | 18.05 | 16.24 | 12.30 | 26.32 | 26.55 | 18.38 |
| Yield(%) | 0.00 | 4.17 | 4.08 | 3.87 | 3.50 | 6.18 | 4.04 | 5.27 | 4.59 | 4.07 | 3.88 | 4.03 | 3.91 | 3.46 | 4.06 | 4.30 | 3.84 | 3.86 | 3.55 | 3.69 | 3.89 | 4.72 | 5.55 | 3.99 | 4.34 | 3.31 | 2.48 | 2.00 | 2.01 | 1.60 | 1.49 | 0.00 |
Data as of 07/25/2025, AR inception is 07/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNY (Sanofi) |
-13.83%
Mar 2006 - Mar 2009 |
-4.16%
Aug 2005 - Aug 2010 |
2.17%
Oct 2013 - Oct 2023 |
3.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNY (Sanofi) |
26.39%
May 2010 - May 2013 |
20.67%
Feb 2009 - Feb 2014 |
10.84%
Mar 2003 - Mar 2013 |
8.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart