Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLEEY (Valeo SA ADR) | 38.06% | 88.32% | -0.34% | -9.08% | -7.03% | 1.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLEEY (Valeo SA ADR) | 01/21/2010 | 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 (%) | 16.11 | 88.32 | -0.34 | -9.08 | -7.03 | 1.95 | NA | … | … | 38.06 | 50.90 | -36.77 | -10.35 | -40.90 | -21.50 | 12.76 | 26.33 | -59.98 | 33.04 | 13.45 | 26.78 | 13.34 | 123.27 | 36.05 | -28.54 | 68.74 |
| Sharpe Ratio | NA | 1.07 | -0.17 | -0.28 | -0.22 | NA | NA | … | … | 0.95 | 0.96 | -0.93 | -0.32 | -0.70 | -0.60 | 0.17 | 0.57 | -1.50 | 1.55 | 0.36 | 0.86 | 0.48 | 4.63 | 0.92 | -0.50 | 1.49 |
| Standard Deviation(%) | NA | 47.38 | 47.20 | 48.68 | 47.29 | NA | NA | … | … | 52.06 | 50.23 | 43.60 | 43.87 | 60.65 | 35.79 | 72.05 | 43.25 | 41.04 | 21.05 | 36.52 | 31.04 | 27.93 | 26.62 | 39.62 | 57.62 | 49.45 |
| Draw Down(%) | NA | 29.45 | 67.31 | 76.42 | 88.76 | NA | NA | … | … | 29.45 | 36.54 | 47.80 | 50.04 | 52.27 | 37.90 | 67.31 | 26.57 | 65.97 | 10.62 | 23.75 | 30.20 | 31.15 | 13.17 | 30.18 | 47.89 | 32.68 |
| Yield(%) | 0.00 | 5.08 | 2.28 | 1.29 | 1.44 | 3.73 | 5.19 | … | … | 3.57 | 4.99 | 2.73 | 2.20 | 1.25 | 0.93 | 0.63 | 4.99 | 2.05 | 2.31 | 2.32 | 1.93 | 2.14 | 3.90 | 4.41 | 2.95 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLEEY (Valeo SA ADR) |
-35.70%
Mar 2017 – Mar 2020 |
-25.85%
Sep 2017 – Sep 2022 |
-13.67%
Apr 2015 – Apr 2025 |
-0.89%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLEEY (Valeo SA ADR) |
61.49%
May 2012 – May 2015 |
46.30%
Jun 2010 – Jun 2015 |
14.17%
Jun 2010 – Jun 2020 |
4.05%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart