Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGEMY (Capgemini SE ADR) | -29.17% | -32.99% | -13.20% | -7.36% | 3.57% | 7.26% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGEMY (Capgemini SE ADR) | 01/31/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | -32.99 | -13.20 | -7.36 | 3.57 | 7.26 | NA | … | … | -29.17 | 4.96 | -21.17 | 28.41 | -31.21 | 59.99 | 29.21 | 26.89 | -16.41 | 43.39 | -7.80 | 31.45 | 7.97 | 57.11 | 46.65 | -31.20 | 4.64 | 22.03 | -23.64 |
| Sharpe Ratio | NA | -0.83 | -0.46 | -0.29 | 0.06 | NA | NA | … | … | -1.24 | 0.06 | -0.95 | 0.95 | -0.82 | 2.61 | 0.63 | 0.97 | -0.73 | 2.32 | -0.26 | 1.24 | 0.34 | 2.20 | 1.25 | -0.60 | 0.13 | 0.44 | -0.37 |
| Standard Deviation(%) | NA | 37.38 | 31.87 | 32.65 | 31.46 | NA | NA | … | … | 45.10 | 34.52 | 26.09 | 26.35 | 39.75 | 22.98 | 46.09 | 26.24 | 24.34 | 18.48 | 31.24 | 25.39 | 23.41 | 25.97 | 37.56 | 51.72 | 35.98 | 49.64 | 71.15 |
| Draw Down(%) | NA | 38.59 | 53.95 | 53.95 | 54.24 | NA | NA | … | … | 37.39 | 31.26 | 35.77 | 19.01 | 38.29 | 11.83 | 52.61 | 13.86 | 30.87 | 7.89 | 24.54 | 13.93 | 17.56 | 13.81 | 27.21 | 50.89 | 21.40 | 34.51 | 61.19 |
| Yield(%) | 0.00 | 2.28 | 2.04 | 1.89 | 2.81 | 4.21 | 3.76 | … | … | 2.42 | 2.39 | 1.77 | 2.12 | 1.05 | 1.50 | 1.17 | 1.99 | 1.76 | 1.98 | 1.67 | 1.87 | 2.25 | 2.92 | 4.10 | 3.03 | 2.18 | 3.31 | 2.95 |
Data as of 06/10/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEMY (Capgemini SE ADR) |
-12.25%
Mar 2023 – Mar 2026 |
-7.61%
May 2021 – May 2026 |
3.61%
May 2016 – May 2026 |
6.79%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEMY (Capgemini SE ADR) |
41.52%
May 2012 – May 2015 |
28.35%
May 2012 – May 2017 |
25.22%
Dec 2011 – Dec 2021 |
17.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart