Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPSAF (Sopra Steria Group SA) | NA | 11.17% | 10.41% | 10.17% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPSAF (Sopra Steria Group SA) | 10/23/2018 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.17 | 10.41 | 10.17 | NA | NA | NA | … | … | 34.86 | -14.52 | 16.74 | -4.37 | 26.11 | 3.08 | 56.69 | 0.00 |
| Sharpe Ratio | NA | 0.39 | 0.37 | 0.48 | NA | NA | NA | … | … | 2.75 | -0.83 | 0.70 | -0.90 | 1.51 | 0.04 | 1.72 | 0.00 |
| Standard Deviation(%) | NA | 20.94 | 18.75 | 16.70 | NA | NA | NA | … | … | 17.17 | 21.94 | 18.83 | 6.44 | 17.27 | 64.89 | 32.19 | NA |
| Draw Down(%) | NA | 17.56 | 27.69 | 27.69 | NA | NA | NA | … | … | 0.00 | 27.69 | 7.45 | 6.00 | 0.00 | 42.86 | 8.81 | 0.00 |
| Yield(%) | 0.00 | 4.88 | 5.10 | 4.23 | 3.55 | 2.36 | 1.77 | … | … | 5.92 | 4.61 | 4.71 | 1.60 | 1.25 | 0.00 | 1.83 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSAF (Sopra Steria Group SA) |
-1.55%
Dec 2021 – Dec 2024 |
2.15%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSAF (Sopra Steria Group SA) |
28.17%
Mar 2020 – Mar 2023 |
18.95%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart