Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCISY (Vinci SA ADR) | 47.40% | 33.68% | 24.55% | 13.53% | 12.98% | 12.21% | NA | 9.02% |
Data as of 07/14/2025, AR inception is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCISY (Vinci SA ADR) | 01/31/2008 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 33.68 | 24.55 | 13.53 | 12.98 | 12.21 | NA | 9.02 | 47.40 | -15.19 | 31.29 | -1.89 | 8.79 | -5.46 | 38.82 | -17.10 | 54.69 | 8.86 | 22.26 | -13.93 | 43.68 | 16.77 | -17.03 | -0.81 | 43.91 | -35.34 |
| Sharpe Ratio | NA | 1.35 | 0.92 | 0.44 | 0.40 | NA | NA | 0.23 | 4.27 | -0.89 | 1.45 | -0.10 | 0.35 | -0.09 | 2.20 | -0.85 | 3.06 | 0.36 | 0.89 | -0.61 | 1.82 | 0.50 | -0.36 | -0.02 | 0.94 | -0.54 |
| Standard Deviation(%) | NA | 23.80 | 22.78 | 26.77 | 29.05 | NA | NA | 35.21 | 25.50 | 21.13 | 19.26 | 32.60 | 24.87 | 61.29 | 16.99 | 21.73 | 17.73 | 23.69 | 24.98 | 22.96 | 24.05 | 33.98 | 46.77 | 37.10 | 46.66 | 72.01 |
| Draw Down(%) | NA | 17.37 | 19.24 | 31.79 | 47.27 | NA | NA | 63.39 | 9.55 | 19.00 | 14.84 | 31.79 | 18.24 | 47.27 | 6.54 | 25.05 | 6.15 | 18.50 | 8.35 | 32.42 | 14.00 | 24.62 | 41.08 | 30.49 | 30.17 | 63.39 |
| Yield(%) | 0.00 | 4.51 | 5.52 | 4.28 | 5.67 | 6.74 | 3.93 | 4.63 | 3.92 | 3.92 | 4.33 | 3.30 | 3.13 | 3.43 | 3.79 | 2.90 | 3.53 | 3.37 | 3.60 | 4.53 | 4.69 | 5.13 | 4.24 | 3.66 | 5.29 | 3.28 |
Data as of 07/14/2025, AR inception is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCISY (Vinci SA ADR) |
-5.88%
Sep 2019 - Sep 2022 |
-4.90%
Mar 2008 - Mar 2013 |
6.86%
May 2008 - May 2018 |
6.76%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCISY (Vinci SA ADR) |
31.20%
Jan 2015 - Jan 2018 |
23.66%
Feb 2009 - Feb 2014 |
15.90%
Feb 2009 - Feb 2019 |
13.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart