Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVYSF (Solvay SA) | 9.77% | 5.68% | -28.11% | -19.46% | -5.92% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVYSF (Solvay SA) | 08/06/2012 | 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 (%) | 5.36 | 5.68 | -28.11 | -19.46 | -5.92 | NA | NA | … | … | 9.77 | 6.48 | 21.66 | -68.44 | 334.68 | -77.80 | -2.39 | 26.27 | -28.93 | 21.65 | 7.33 | -18.45 | -3.13 | 9.40 | 31.52 |
| Sharpe Ratio | NA | 0.04 | -0.15 | -0.04 | -0.01 | NA | NA | … | … | 0.41 | 0.09 | 0.39 | -0.17 | 0.36 | -0.07 | 0.00 | 0.89 | -1.23 | 1.55 | 0.36 | -0.83 | -0.12 | 0.35 | 2.90 |
| Standard Deviation(%) | NA | 43.43 | 215.20 | 546.59 | 635.63 | NA | NA | … | … | 48.47 | 42.01 | 46.33 | 427.11 | 932.33 | 1,101.66 | 1,428.47 | 28.00 | 24.74 | 13.56 | 19.74 | 22.39 | 25.53 | 26.43 | 34.26 |
| Draw Down(%) | NA | 18.21 | 81.74 | 88.71 | 90.75 | NA | NA | … | … | 18.01 | 20.95 | 27.45 | 81.74 | 87.68 | 83.52 | 88.89 | 16.98 | 34.07 | 6.48 | 14.18 | 21.28 | 20.77 | 17.49 | 6.21 |
| Yield(%) | 0.00 | 8.52 | 2.42 | 2.49 | 3.41 | 3.02 | 2.27 | … | … | 8.85 | 8.05 | 9.16 | 4.82 | 16.98 | 1.71 | 3.59 | 4.20 | 3.14 | 2.02 | 3.32 | 2.79 | 2.57 | 2.17 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVYSF (Solvay SA) |
-49.40%
Apr 2017 – Apr 2020 |
-34.03%
Apr 2015 – Apr 2020 |
-14.31%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVYSF (Solvay SA) |
103.15%
Sep 2020 – Sep 2023 |
26.30%
Jun 2020 – Jun 2025 |
1.92%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart