Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMICF (Umicore SA) | 31.46% | 166.67% | 0.85% | -13.16% | 2.72% | 2.27% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMICF (Umicore SA) | 06/26/2008 | 06/04/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.67 | 166.67 | 0.85 | -13.16 | 2.72 | 2.27 | NA | … | … | 31.46 | 110.53 | -60.21 | -24.03 | -3.89 | -19.06 | 2.36 | 27.06 | -15.31 | 78.42 | 38.04 | 3.95 | -12.68 | -14.71 | 41.34 | -20.84 | 61.43 | 98.33 | -64.55 |
| Sharpe Ratio | NA | 2.99 | 0.02 | -0.25 | 0.06 | NA | NA | … | … | 2.20 | 2.03 | -1.28 | -0.76 | -0.11 | -0.45 | 0.04 | 0.70 | -0.48 | 3.02 | 1.18 | 0.14 | -0.65 | -0.67 | 1.19 | -0.56 | 1.79 | 1.92 | -0.99 |
| Standard Deviation(%) | NA | 60.04 | 53.77 | 49.72 | 44.86 | NA | NA | … | … | 68.45 | 54.33 | 52.53 | 37.31 | 50.32 | 42.49 | 56.34 | 36.87 | 34.83 | 25.85 | 31.95 | 28.05 | 19.50 | 21.96 | 35.09 | 37.13 | 34.32 | 51.19 | 88.36 |
| Draw Down(%) | NA | 35.21 | 71.39 | 86.76 | 86.76 | NA | NA | … | … | 35.21 | 22.98 | 63.97 | 40.08 | 35.44 | 43.68 | 37.54 | 39.47 | 37.64 | 10.80 | 14.73 | 23.76 | 26.48 | 24.93 | 27.11 | 36.08 | 21.17 | 20.26 | 70.77 |
| Yield(%) | 0.00 | 0.00 | 1.30 | 0.90 | 2.60 | 2.27 | 2.21 | … | … | 0.00 | 2.82 | 2.22 | 2.32 | 2.05 | 1.81 | 1.37 | 2.23 | 1.66 | 2.82 | 3.65 | 2.80 | 1.50 | 1.19 | 1.86 | 3.25 | 5.27 | 7.12 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMICF (Umicore SA) |
-40.49%
Aug 2021 – Aug 2024 |
-25.56%
Dec 2019 – Dec 2024 |
-7.34%
Apr 2015 – Apr 2025 |
-1.88%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMICF (Umicore SA) |
53.96%
Feb 2009 – Feb 2012 |
29.00%
Feb 2009 – Feb 2014 |
21.89%
Nov 2008 – Nov 2018 |
11.21%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart