Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALSMY (Alstom PK) | -36.77% | -15.87% | -12.60% | -18.25% | -0.60% | -5.97% | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALSMY (Alstom PK) | 04/06/2010 | 06/11/2026 |
| 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 (%) | -4.66 | -15.87 | -12.60 | -18.25 | -0.60 | -5.97 | NA | … | … | -36.77 | 30.32 | 75.96 | -44.25 | -30.64 | -37.17 | 12.65 | 33.60 | -0.32 | 52.43 | -9.70 | -5.08 | -12.50 | -6.62 | 39.95 | -38.59 | -22.65 |
| Sharpe Ratio | NA | -0.36 | -0.27 | -0.42 | -0.07 | NA | NA | … | … | -1.20 | 0.59 | 1.77 | -0.78 | -0.64 | -1.16 | 0.29 | 1.33 | -0.07 | 2.62 | -0.28 | -0.19 | -0.39 | -0.22 | 0.90 | -0.69 | -0.53 |
| Standard Deviation(%) | NA | 43.65 | 52.70 | 49.17 | 40.71 | NA | NA | … | … | 54.62 | 46.48 | 40.96 | 62.18 | 50.45 | 31.95 | 43.16 | 24.21 | 24.80 | 19.86 | 35.68 | 27.31 | 32.37 | 29.91 | 44.92 | 55.91 | 55.14 |
| Draw Down(%) | NA | 46.57 | 62.74 | 78.73 | 80.56 | NA | NA | … | … | 46.57 | 33.57 | 18.67 | 62.74 | 59.55 | 45.17 | 35.37 | 8.99 | 17.43 | 7.86 | 30.43 | 17.63 | 32.45 | 30.48 | 34.49 | 57.24 | 35.05 |
| Yield(%) | 0.00 | 0.00 | 1.53 | 0.69 | 3.81 | 1.32 | 1.02 | … | … | 0.00 | 0.00 | 8.11 | 1.10 | 0.70 | 0.51 | 0.00 | 15.74 | 0.98 | 1.10 | 0.00 | 0.00 | 0.00 | 2.71 | 3.19 | 1.85 | 2.31 |
Data as of 06/11/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSMY (Alstom PK) |
-40.66%
Nov 2020 – Nov 2023 |
-20.66%
Nov 2018 – Nov 2023 |
-9.15%
Nov 2013 – Nov 2023 |
-6.22%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSMY (Alstom PK) |
27.46%
Jul 2016 – Jul 2019 |
19.92%
May 2016 – May 2021 |
5.77%
Nov 2010 – Nov 2020 |
-1.42%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart