Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZSAY (Suez SA) | NA | 14.03% | 27.41% | 14.31% | 10.61% | NA | NA | … | … |
Data as of 02/25/2022, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZSAY (Suez SA) | 10/02/2008 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 14.03 | 27.41 | 14.31 | 10.61 | NA | NA | … | … | -0.71 | 22.33 | 27.37 | 19.17 | -25.80 | 18.64 | -22.22 | 7.26 | -2.44 | 49.26 | 5.40 | -44.16 | -11.00 | 39.16 | -34.90 |
| Sharpe Ratio | NA | 0.85 | 0.84 | 0.48 | 0.35 | NA | NA | … | … | -0.50 | 1.28 | 0.55 | 0.85 | -1.03 | 0.88 | -0.80 | 0.24 | -0.10 | 1.91 | 0.14 | -1.17 | -0.38 | 0.85 | -0.75 |
| Standard Deviation(%) | NA | 16.48 | 32.03 | 29.07 | 28.89 | NA | NA | … | … | 9.44 | 17.49 | 49.08 | 20.91 | 26.29 | 20.66 | 27.98 | 29.58 | 24.58 | 25.82 | 38.57 | 37.75 | 28.99 | 46.07 | 110.66 |
| Draw Down(%) | NA | 8.40 | 45.61 | 46.28 | 46.28 | NA | NA | … | … | 3.20 | 7.48 | 45.61 | 9.17 | 28.09 | 12.73 | 28.42 | 17.10 | 26.51 | 15.48 | 38.82 | 51.95 | 37.30 | 33.88 | 44.71 |
| Yield(%) | 0.00 | 7.55 | 7.74 | 5.97 | 6.16 | 2.93 | 2.20 | … | … | 0.00 | 7.93 | 4.63 | 5.56 | 4.36 | 4.91 | 4.03 | 4.10 | 5.02 | 6.93 | 7.30 | 4.58 | 3.64 | 4.89 | 0.00 |
Data as of 02/25/2022, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZSAY (Suez SA) |
-16.55%
Nov 2009 – Nov 2012 |
-7.05%
Apr 2015 – Apr 2020 |
-3.26%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZSAY (Suez SA) |
29.28%
Jun 2018 – Jun 2021 |
16.70%
Jun 2012 – Jun 2017 |
12.76%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart