Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCISF (VINCI SA) | 3.27% | 3.04% | 11.69% | 7.66% | 10.62% | 9.39% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCISF (VINCI SA) | 02/17/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.04 | 11.69 | 7.66 | 10.62 | 9.39 | NA | … | … | 3.27 | 49.13 | -17.47 | 31.31 | -0.27 | 5.17 | -1.29 | 36.02 | -18.94 | 56.38 | 9.97 | 19.70 | -7.17 | 35.22 | 16.84 | -16.07 | -4.53 | 51.80 |
| Sharpe Ratio | NA | 0.01 | 0.28 | 0.17 | 0.29 | NA | NA | … | … | 0.15 | 1.40 | -0.73 | 1.35 | -0.05 | 0.21 | -0.03 | 2.33 | -0.97 | 3.22 | 0.31 | 0.99 | -0.37 | 1.54 | 0.49 | -0.43 | -0.14 | 1.52 |
| Standard Deviation(%) | NA | 34.11 | 30.09 | 30.16 | 31.22 | NA | NA | … | … | 36.93 | 33.30 | 29.02 | 20.67 | 36.66 | 24.23 | 55.34 | 14.81 | 21.01 | 17.40 | 31.60 | 19.85 | 19.53 | 22.84 | 34.71 | 37.02 | 31.93 | 39.98 |
| Draw Down(%) | NA | 16.31 | 20.42 | 33.14 | 46.14 | NA | NA | … | … | 15.92 | 16.28 | 20.27 | 14.55 | 32.10 | 21.13 | 46.14 | 5.22 | 24.78 | 4.14 | 23.50 | 8.07 | 28.12 | 14.76 | 24.15 | 42.41 | 30.09 | 13.94 |
| Yield(%) | 0.00 | 0.85 | 4.06 | 3.60 | 4.96 | 4.98 | 6.76 | … | … | 0.00 | 9.26 | 2.93 | 4.38 | 3.33 | 3.16 | 3.30 | 3.70 | 2.93 | 3.56 | 3.38 | 3.56 | 4.53 | 4.82 | 5.10 | 4.39 | 3.44 | 5.57 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCISF (VINCI SA) |
-6.32%
Sep 2019 – Sep 2022 |
-0.07%
Sep 2017 – Sep 2022 |
7.06%
Mar 2010 – Mar 2020 |
7.58%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCISF (VINCI SA) |
30.13%
Jan 2015 – Jan 2018 |
23.09%
Nov 2012 – Nov 2017 |
15.31%
Mar 2009 – Mar 2019 |
13.35%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart