Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMICY (Umicore SA ADR) | 28.73% | 138.25% | 0.38% | -12.94% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMICY (Umicore SA ADR) | 03/01/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.47 | 138.25 | 0.38 | -12.94 | NA | NA | NA | … | … | 28.73 | 110.37 | -60.61 | -22.74 | -7.85 | -14.21 | -0.45 | 26.32 | -26.06 |
| Sharpe Ratio | NA | 3.47 | 0.01 | -0.32 | NA | NA | NA | … | … | 2.42 | 2.32 | -1.64 | -0.82 | -0.22 | -0.46 | -0.01 | 0.64 | -1.02 |
| Standard Deviation(%) | NA | 49.52 | 43.72 | 40.85 | NA | NA | NA | … | … | 55.44 | 46.63 | 39.23 | 32.55 | 42.01 | 30.93 | 49.26 | 39.00 | 31.21 |
| Draw Down(%) | NA | 31.12 | 71.89 | 87.08 | NA | NA | NA | … | … | 31.12 | 25.52 | 61.53 | 40.74 | 36.84 | 44.15 | 36.62 | 41.66 | 38.54 |
| Yield(%) | 0.00 | 5.14 | 2.28 | 1.21 | 1.17 | 0.78 | 0.58 | … | … | 2.67 | 2.72 | 3.21 | 2.42 | 2.11 | 1.81 | 0.60 | 2.17 | 1.55 |
Data as of 06/05/2026, Common starting date is 03/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMICY (Umicore SA ADR) |
-40.36%
Aug 2021 – Aug 2024 |
-24.86%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMICY (Umicore SA ADR) |
16.38%
May 2019 – May 2022 |
-5.14%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart