Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VEOEF (Veolia Environnement S.A) | 17.77% | 21.79% | 15.37% | 9.94% | 10.17% | 6.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEOEF (Veolia Environnement S.A) | 02/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 21.79 | 15.37 | 9.94 | 10.17 | 6.69 | NA | … | … | 17.77 | 34.61 | -8.13 | 26.20 | -24.18 | 51.17 | -1.70 | 32.53 | -18.75 | 59.18 | -26.36 | 37.90 | 21.33 | 33.72 | 21.90 | -62.35 | -5.94 |
| Sharpe Ratio | NA | 0.68 | 0.49 | 0.25 | 0.23 | NA | NA | … | … | 1.30 | 1.18 | -0.47 | 0.87 | -0.57 | 1.41 | -0.03 | 0.62 | -0.72 | 3.41 | -0.82 | 1.57 | 0.28 | 1.02 | 0.44 | -0.90 | -0.19 |
| Standard Deviation(%) | NA | 29.49 | 27.42 | 32.32 | 37.98 | NA | NA | … | … | 35.25 | 27.08 | 24.74 | 26.25 | 45.07 | 36.16 | 66.18 | 50.16 | 27.97 | 17.22 | 32.33 | 24.15 | 77.48 | 32.98 | 50.41 | 69.16 | 35.72 |
| Draw Down(%) | NA | 15.40 | 21.25 | 48.20 | 48.20 | NA | NA | … | … | 15.40 | 12.60 | 20.02 | 21.25 | 48.20 | 13.63 | 44.39 | 17.29 | 23.39 | 6.67 | 33.26 | 8.54 | 48.18 | 15.23 | 41.37 | 68.39 | 31.78 |
| Yield(%) | 0.00 | 5.08 | 5.07 | 4.41 | 4.84 | 3.48 | 2.67 | … | … | 4.87 | 5.24 | 4.34 | 4.63 | 3.08 | 3.53 | 2.11 | 4.52 | 3.88 | 5.06 | 3.51 | 4.33 | 6.22 | 5.67 | 6.01 | 3.99 | 3.69 |
Data as of 06/04/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEOEF (Veolia Environnement S.A) |
-24.29%
Mar 2010 – Mar 2013 |
-6.50%
Mar 2010 – Mar 2015 |
-0.34%
Mar 2010 – Mar 2020 |
4.29%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEOEF (Veolia Environnement S.A) |
39.36%
Oct 2012 – Oct 2015 |
24.15%
Oct 2012 – Oct 2017 |
17.73%
Dec 2011 – Dec 2021 |
7.21%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart