Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMEF (STMicroelectronics N.V) | 196.35% | 174.98% | 21.52% | 16.64% | 31.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMEF (STMicroelectronics N.V) | 08/14/2012 | 06/04/2026 |
| 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 (%) | 15.86 | 174.98 | 21.52 | 16.64 | 31.78 | NA | NA | … | … | 196.35 | 5.45 | -48.77 | 39.76 | -28.81 | 33.33 | 42.75 | 100.45 | -37.42 | 105.12 | 70.95 | -8.08 | 0.43 | 39.76 | 1.24 |
| Sharpe Ratio | NA | 3.60 | 0.27 | 0.23 | 0.59 | NA | NA | … | … | 19.52 | 0.05 | -0.94 | 0.87 | -0.61 | 0.94 | 0.60 | 2.33 | -1.10 | 2.87 | 1.75 | -0.22 | 0.01 | 0.88 | 0.64 |
| Standard Deviation(%) | NA | 48.05 | 52.88 | 49.71 | 48.48 | NA | NA | … | … | 49.77 | 55.93 | 56.02 | 42.11 | 50.00 | 35.49 | 70.91 | 42.53 | 35.53 | 36.66 | 40.36 | 37.55 | 33.75 | 45.26 | 5.18 |
| Draw Down(%) | NA | 29.83 | 68.12 | 68.12 | 68.12 | NA | NA | … | … | 8.06 | 36.44 | 52.43 | 33.85 | 43.50 | 20.76 | 48.49 | 17.03 | 45.34 | 10.66 | 21.84 | 30.34 | 33.97 | 18.44 | 1.49 |
| Yield(%) | 0.00 | 1.27 | 0.72 | 0.77 | 4.69 | 4.43 | 3.32 | … | … | 0.34 | 1.43 | 0.67 | 0.68 | 0.48 | 0.57 | 0.67 | 1.76 | 1.10 | 2.18 | 4.38 | 5.30 | 5.08 | 5.14 | 3.35 |
Data as of 06/04/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMEF (STMicroelectronics N.V) |
-21.92%
Jan 2022 – Jan 2025 |
-9.14%
Nov 2020 – Nov 2025 |
9.75%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMEF (STMicroelectronics N.V) |
60.34%
Oct 2014 – Oct 2017 |
49.86%
Feb 2016 – Feb 2021 |
30.26%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart