Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPMF (Capgemini SE) | -27.78% | -30.02% | -10.61% | -6.00% | 4.37% | 7.54% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPMF (Capgemini SE) | 10/18/2010 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | -30.02 | -10.61 | -6.00 | 4.37 | 7.54 | NA | … | … | -27.78 | 10.87 | -19.88 | 26.91 | -31.33 | 59.93 | 28.92 | 26.45 | -15.78 | 42.71 | -10.09 | 33.27 | 7.68 | 59.33 | 43.85 | -31.74 | -12.99 |
| Sharpe Ratio | NA | -0.59 | -0.29 | -0.18 | 0.07 | NA | NA | … | … | -1.01 | 0.16 | -0.66 | 0.68 | -0.66 | 1.92 | 0.50 | 0.96 | -0.63 | 2.33 | -0.29 | 1.43 | 0.33 | 2.58 | 1.30 | -0.69 | -1.65 |
| Standard Deviation(%) | NA | 51.18 | 43.73 | 43.26 | 39.49 | NA | NA | … | … | 56.06 | 49.90 | 35.40 | 34.31 | 49.87 | 31.21 | 57.44 | 26.04 | 27.24 | 18.16 | 35.51 | 23.27 | 23.00 | 22.98 | 34.11 | 46.15 | 29.87 |
| Draw Down(%) | NA | 37.53 | 51.38 | 51.38 | 54.64 | NA | NA | … | … | 36.02 | 35.35 | 36.43 | 18.95 | 39.94 | 14.95 | 53.07 | 13.24 | 31.61 | 7.01 | 24.32 | 10.69 | 17.11 | 13.02 | 28.07 | 51.25 | 20.84 |
| Yield(%) | 3.53 | 2.26 | 2.72 | 2.27 | 3.18 | 4.36 | 3.42 | … | … | 2.45 | 4.62 | 1.79 | 2.08 | 1.05 | 1.53 | 1.22 | 1.94 | 1.67 | 2.09 | 0.00 | 1.91 | 2.22 | 2.30 | 3.05 | 2.10 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPMF (Capgemini SE) |
-11.61%
Mar 2022 – Mar 2025 |
-5.91%
Apr 2021 – Apr 2026 |
4.10%
May 2016 – May 2026 |
6.72%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPMF (Capgemini SE) |
42.83%
May 2012 – May 2015 |
27.75%
May 2012 – May 2017 |
24.94%
Dec 2011 – Dec 2021 |
11.17%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart