Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZGN (Ermenegildo Zegna NV) | 35.71% | 56.19% | 7.03% | 8.31% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZGN (Ermenegildo Zegna NV) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | 56.19 | 7.03 | 8.31 | NA | NA | NA | … | … | 35.71 | 28.67 | -27.80 | 12.34 | 0.74 | -0.66 |
| Sharpe Ratio | NA | 1.63 | 0.15 | 0.18 | NA | NA | NA | … | … | 2.46 | 0.63 | -0.75 | 0.26 | -0.02 | -0.04 |
| Standard Deviation(%) | NA | 42.92 | 41.27 | 38.90 | NA | NA | NA | … | … | 49.12 | 42.05 | 42.15 | 34.27 | 39.32 | 17.97 |
| Draw Down(%) | NA | 21.87 | 60.99 | 60.99 | NA | NA | NA | … | … | 21.87 | 35.08 | 52.58 | 31.34 | 16.22 | 14.45 |
| Yield(%) | 0.00 | 1.56 | 1.08 | 1.17 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 1.76 | 1.15 | 2.01 | 0.87 | 0.00 |
Data as of 06/17/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZGN (Ermenegildo Zegna NV) |
-10.08%
Mar 2022 – Mar 2025 |
2.38%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZGN (Ermenegildo Zegna NV) |
15.49%
Mar 2021 – Mar 2024 |
9.85%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart