Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDPAY (Tod’s SpA ADR) | NA | 9.09% | -7.00% | -0.81% | -10.34% | NA | NA | … | … |
Data as of 06/07/2024, Common starting date is 01/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDPAY (Tod’s SpA ADR) | 01/29/2013 | 06/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.09 | -7.00 | -0.81 | -10.34 | NA | NA | … | … | 18.44 | 20.31 | -43.86 | 70.15 | -29.47 | 2.35 | -7.77 | 0.00 | -55.34 | 1.88 | -16.49 | 2.40 |
| Sharpe Ratio | NA | 0.11 | -0.21 | -0.06 | -0.28 | NA | NA | … | … | 0.83 | 0.45 | -0.94 | 1.56 | -1.03 | 0.41 | -0.20 | 0.00 | -0.67 | 0.99 | -0.80 | 1.04 |
| Standard Deviation(%) | NA | 47.07 | 44.12 | 39.27 | 41.13 | NA | NA | … | … | 52.56 | 36.20 | 48.48 | 45.02 | 28.84 | 2.32 | 44.46 | NA | 82.51 | 1.87 | 20.71 | 2.47 |
| Draw Down(%) | NA | 33.75 | 59.46 | 59.46 | 80.49 | NA | NA | … | … | 11.17 | 33.75 | 47.37 | 32.16 | 44.21 | 0.00 | 30.47 | 0.00 | 56.17 | 0.00 | 18.57 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.59 | 0.44 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.35 | 0.00 | 0.00 | 1.89 | 1.88 | 2.55 | 2.40 |
Data as of 06/07/2024, Common starting date is 01/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDPAY (Tod’s SpA ADR) |
-28.18%
May 2014 – May 2017 |
-25.13%
May 2015 – May 2020 |
-13.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDPAY (Tod’s SpA ADR) |
17.07%
Jul 2020 – Jul 2023 |
2.52%
Dec 2016 – Dec 2021 |
-9.59%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart