Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNCDY (Banca Mediolanum SPA ADR) | 9.21% | 57.00% | 47.21% | 30.67% | 21.03% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNCDY (Banca Mediolanum SPA ADR) | 04/29/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.35 | 57.00 | 47.21 | 30.67 | 21.03 | NA | NA | … | … | 9.21 | 109.95 | 35.78 | 18.69 | -6.69 | 26.57 | 0.03 | 79.21 | -27.91 | 28.05 | -10.66 |
| Sharpe Ratio | NA | 1.54 | 0.79 | 0.48 | 0.35 | NA | NA | … | … | 0.21 | 1.66 | 0.81 | 0.28 | -0.11 | 0.65 | 0.00 | 3.79 | -0.92 | 1.18 | -0.36 |
| Standard Deviation(%) | NA | 30.85 | 52.76 | 56.38 | 52.33 | NA | NA | … | … | 40.98 | 65.04 | 39.66 | 53.79 | 73.45 | 40.98 | 88.38 | 20.52 | 31.95 | 23.39 | 43.24 |
| Draw Down(%) | NA | 19.84 | 21.53 | 44.67 | 57.07 | NA | NA | … | … | 19.84 | 21.53 | 15.45 | 19.05 | 37.82 | 17.79 | 55.85 | 6.67 | 41.49 | 18.49 | 28.39 |
| Yield(%) | 0.00 | 8.84 | 11.59 | 10.78 | 9.78 | 6.24 | 4.68 | … | … | 3.29 | 11.87 | 8.76 | 6.92 | 6.67 | 13.44 | 7.80 | 7.81 | 5.60 | 6.76 | 2.05 |
Data as of 06/10/2026, Common starting date is 04/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNCDY (Banca Mediolanum SPA ADR) |
-10.39%
Mar 2017 – Mar 2020 |
1.12%
Jul 2017 – Jul 2022 |
20.20%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNCDY (Banca Mediolanum SPA ADR) |
58.28%
Sep 2022 – Sep 2025 |
35.76%
Nov 2020 – Nov 2025 |
20.20%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart