Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VEOEY (Veolia Environnement SA ADR) | 30.36% | 15.28% | 18.58% | 16.27% | 10.45% | 7.71% | 4.86% | 4.41% |
Data as of 07/18/2025, AR inception is 10/08/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEOEY (Veolia Environnement SA ADR) | 10/08/2001 | 07/18/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 15.28 | 18.58 | 16.27 | 10.45 | 7.71 | 4.86 | 4.41 | 30.36 | -7.06 | 28.36 | -26.81 | 69.67 | -5.43 | 37.21 | -16.46 | 57.74 | -25.64 | 39.23 | 12.99 | 43.31 | 19.36 | -60.18 | -6.10 | 9.72 | -64.22 | 24.97 | 69.36 | 27.11 | 38.46 | 19.11 | -29.46 | -11.19 |
| Sharpe Ratio | NA | 0.52 | 0.60 | 0.48 | 0.32 | NA | NA | 0.09 | 2.23 | -0.50 | 1.06 | -0.65 | 2.71 | -0.13 | 2.11 | -0.87 | 3.16 | -0.99 | 1.53 | 0.54 | 1.47 | 0.43 | -1.05 | -0.19 | 0.20 | -1.06 | 0.96 | 2.84 | 1.32 | 1.80 | 0.47 | -0.66 | -1.51 |
| Standard Deviation(%) | NA | 23.49 | 25.46 | 29.77 | 28.15 | NA | NA | 34.31 | 27.13 | 21.54 | 23.54 | 43.46 | 25.69 | 43.86 | 16.90 | 20.65 | 18.14 | 26.08 | 25.60 | 23.88 | 29.39 | 44.89 | 57.56 | 33.00 | 48.65 | 61.13 | 22.93 | 23.37 | 18.82 | 20.77 | 38.90 | 46.30 | 27.60 |
| Draw Down(%) | NA | 20.01 | 29.18 | 48.49 | 48.49 | NA | NA | 87.28 | 14.81 | 18.97 | 19.15 | 48.49 | 13.82 | 42.30 | 8.34 | 25.17 | 7.76 | 32.49 | 8.80 | 20.85 | 17.83 | 40.01 | 68.04 | 34.37 | 38.35 | 76.81 | 16.39 | 23.65 | 8.64 | 18.25 | 36.81 | 45.64 | 17.87 |
| Yield(%) | 0.00 | 4.84 | 2.86 | 6.18 | 5.28 | 4.37 | 3.51 | 3.20 | 5.50 | 4.28 | 2.35 | 2.87 | 15.28 | 2.02 | 5.94 | 4.06 | 5.05 | 3.51 | 4.38 | 6.14 | 7.47 | 7.99 | 5.77 | 4.32 | 5.06 | 2.05 | 3.67 | 2.30 | 2.43 | 2.45 | 2.48 | 2.86 | 1.05 |
Data as of 07/18/2025, AR inception is 10/08/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEOEY (Veolia Environnement SA ADR) |
-31.11%
Nov 2007 - Nov 2010 |
-32.11%
Oct 2007 - Oct 2012 |
-9.54%
Dec 2006 - Dec 2016 |
-4.56%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEOEY (Veolia Environnement SA ADR) |
52.44%
Mar 2003 - Mar 2006 |
40.12%
Feb 2003 - Feb 2008 |
19.23%
Dec 2011 - Dec 2021 |
8.71%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart