Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ESLOF (EssilorLuxottica Société anonyme) -34.84% -27.10% 6.69% 5.17% 6.21% 8.36% NA
Data as of 06/10/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
ESLOF (EssilorLuxottica Société anonyme) 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 (%) 0.66 -27.10 6.69 5.17 6.21 8.36 NA -34.84 36.86 23.07 10.70 -9.06 29.43 6.29 24.09 -6.80 25.56 -13.79 17.33 9.59 4.35 47.27 9.18 -9.46
Sharpe Ratio NA -0.76 0.10 0.08 0.14 NA NA -1.49 1.01 0.72 0.24 -0.22 0.96 0.14 0.57 -0.38 1.09 -0.64 0.92 0.49 0.27 2.25 0.54 -2.61
Standard Deviation(%) NA 38.22 32.14 35.48 34.15 NA NA 44.26 33.66 27.03 29.31 47.91 30.73 44.22 39.96 21.49 22.98 21.86 18.71 19.54 16.12 21.20 17.05 14.66
Draw Down(%) NA 46.97 46.97 46.97 46.97 NA NA 39.48 16.10 10.71 17.56 36.62 11.60 35.50 22.14 19.04 12.18 24.72 7.60 11.28 15.60 10.22 15.96 9.46
Yield(%) 0.00 1.67 3.26 2.94 2.59 3.46 2.93 1.54 3.62 2.16 1.92 2.47 0.83 0.91 1.63 1.37 1.51 0.92 1.03 1.25 0.87 1.18 1.32 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
ESLOF (EssilorLuxottica Société anonyme) -3.91%
Mar 2016 – Mar 2019
0.42%
Jun 2015 – Jun 2020
4.88%
Sep 2012 – Sep 2022
8.17%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESLOF (EssilorLuxottica Société anonyme) 37.50%
Sep 2022 – Sep 2025
26.85%
Oct 2020 – Oct 2025
13.03%
Dec 2011 – Dec 2021
13.84%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return