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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
THLEF (Thales S.A) 106.00% 83.21% 36.12% 31.49% 19.87% 18.55% NA 13.64%
Data as of 07/21/2025, AR inception is 10/31/2005
More Performance Analytics Comparison
Name Start Date End Date
THLEF (Thales S.A) 10/31/2005 07/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -3.63 83.21 36.12 31.49 19.87 18.55 NA 13.64 106.00 -4.09 24.03 55.68 -8.87 -10.92 -10.78 20.09 8.75 30.67 42.06 -5.38 84.17 13.52 -10.98 -29.55 30.31 -26.73 23.59 10.70 4.56
Sharpe Ratio NA 1.83 0.98 0.82 0.58 NA NA 0.41 5.04 -0.26 0.84 1.37 -0.30 -0.20 -0.50 0.80 0.69 1.71 2.16 -0.26 3.78 0.71 -0.33 -0.96 0.87 -0.76 1.05 0.38 1.59
Standard Deviation(%) NA 46.32 34.58 36.58 32.61 NA NA 29.85 59.11 29.42 24.57 39.72 29.22 55.18 24.39 23.39 11.85 17.81 19.44 20.75 22.25 19.10 33.72 30.94 34.88 36.33 19.51 19.32 17.47
Draw Down(%) NA 16.81 23.58 26.82 54.56 NA NA 54.56 16.23 23.58 13.08 21.18 26.82 42.13 24.20 21.53 12.19 7.66 8.69 28.67 5.75 13.29 35.34 36.74 21.02 44.98 10.73 20.44 3.66
Yield(%) 0.00 2.45 2.93 3.84 4.49 6.87 4.71 4.96 2.12 2.48 2.61 3.31 2.55 0.46 1.98 2.06 3.39 2.70 4.54 3.36 3.03 3.84 4.17 2.14 5.91 1.71 2.42 2.28 0.00
Data as of 07/21/2025, AR inception is 10/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
THLEF (Thales S.A) -14.86%
Jul 2007 - Jul 2010
-8.77%
Oct 2007 - Oct 2012
7.60%
Oct 2010 - Oct 2020
6.50%
Dec 2006 - Dec 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
THLEF (Thales S.A) 39.52%
May 2022 - May 2025
35.13%
May 2020 - May 2025
19.71%
May 2015 - May 2025
19.01%
May 2010 - May 2025
Annualized Rolling Returns Comparison Chart