Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONRY (Moncler S.p.A.) | -2.89% | 5.80% | -2.92% | -0.74% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 04/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONRY (Moncler S.p.A.) | 04/28/2017 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.56 | 5.80 | -2.92 | -0.74 | NA | NA | NA | … | … | -2.89 | 25.10 | -12.64 | 18.52 | -26.38 | 23.36 | 29.88 | 5.17 | 55.69 | 17.08 |
| Sharpe Ratio | NA | 0.11 | -0.14 | -0.06 | NA | NA | NA | … | … | -0.08 | 0.69 | -0.55 | 0.30 | -0.45 | 0.48 | 0.56 | 0.14 | 1.63 | 1.37 |
| Standard Deviation(%) | NA | 34.79 | 33.90 | 45.64 | NA | NA | NA | … | … | 40.32 | 32.53 | 29.81 | 49.63 | 62.35 | 48.31 | 53.14 | 26.58 | 33.40 | 18.64 |
| Draw Down(%) | NA | 16.43 | 35.71 | 50.34 | NA | NA | NA | … | … | 16.40 | 24.68 | 35.71 | 33.29 | 46.86 | 17.00 | 40.59 | 20.39 | 2.45 | 2.10 |
| Yield(%) | 0.00 | 2.78 | 2.04 | 1.77 | 3.15 | 2.10 | 1.57 | … | … | 2.56 | 2.81 | 2.04 | 2.29 | 0.88 | 0.89 | 0.00 | 1.01 | 1.15 | 0.82 |
Data as of 06/17/2026, Common starting date is 04/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONRY (Moncler S.p.A.) |
-10.64%
Nov 2021 – Nov 2024 |
0.36%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONRY (Moncler S.p.A.) |
30.53%
Feb 2018 – Feb 2021 |
18.05%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart