Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THLLY (Thales SA ADR) | 103.55% | 73.50% | 34.97% | 31.31% | NA | NA | NA | 18.03% |
Data as of 07/21/2025, AR inception is 11/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THLLY (Thales SA ADR) | 11/23/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.18 | 73.50 | 34.97 | 31.31 | NA | NA | NA | 18.03 | 103.55 | -1.18 | 18.38 | 51.26 | -3.70 | -9.59 | -8.71 | -5.56 |
| Sharpe Ratio | NA | 1.94 | 1.04 | 0.99 | NA | NA | NA | 0.43 | 6.01 | -0.18 | 0.64 | 1.50 | -0.16 | -0.18 | -0.47 | -2.69 |
| Standard Deviation(%) | NA | 38.07 | 30.69 | 30.74 | NA | NA | NA | 34.10 | 45.89 | 26.64 | 23.32 | 33.35 | 23.49 | 55.96 | 21.88 | 17.46 |
| Draw Down(%) | NA | 18.41 | 24.17 | 26.79 | NA | NA | NA | 52.54 | 11.31 | 23.93 | 13.96 | 22.42 | 26.79 | 47.26 | 22.93 | 5.98 |
| Yield(%) | 0.00 | 2.39 | 2.90 | 3.85 | 1.67 | 1.12 | 0.84 | 2.79 | 2.23 | 2.52 | 2.71 | 3.34 | 2.52 | 2.64 | 2.03 | 0.44 |
Data as of 07/21/2025, AR inception is 11/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THLLY (Thales SA ADR) |
-7.37%
Dec 2018 - Dec 2021 |
7.31%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THLLY (Thales SA ADR) |
38.47%
May 2022 - May 2025 |
34.76%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart