Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMDUF (Amundi SA) | 9.80% | 25.73% | 24.39% | 9.15% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/25/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMDUF (Amundi SA) | 03/25/2020 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.26 | 25.73 | 24.39 | 9.15 | NA | NA | NA | … | … | 9.80 | 34.94 | 36.22 | 4.08 | -26.87 | 4.98 | 44.47 |
| Sharpe Ratio | NA | 1.53 | 0.88 | 0.23 | NA | NA | NA | … | … | 2.01 | 1.69 | 0.93 | 0.03 | -0.60 | 0.42 | 2.17 |
| Standard Deviation(%) | NA | 15.13 | 24.08 | 29.00 | NA | NA | NA | … | … | 10.32 | 19.01 | 35.02 | 13.44 | 47.63 | 11.76 | 27.99 |
| Draw Down(%) | NA | 0.00 | 15.11 | 49.43 | NA | NA | NA | … | … | 0.00 | 1.85 | 13.52 | 10.67 | 45.57 | 7.10 | 6.65 |
| Yield(%) | 5.89 | 6.97 | 11.14 | 6.79 | 5.72 | 3.82 | 2.86 | … | … | 5.89 | 7.50 | 16.95 | 8.38 | 5.53 | 3.95 | 5.11 |
Data as of 06/12/2026, Common starting date is 03/25/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMDUF (Amundi SA) |
-7.20%
Dec 2020 – Dec 2023 |
5.86%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMDUF (Amundi SA) |
36.95%
Sep 2022 – Sep 2025 |
11.82%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart