Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HESAF (Hermes International SCA) | -24.41% | -29.22% | -2.96% | 6.58% | 18.50% | 14.67% | 11.85% | … | … |
Data as of 06/10/2026, Common starting date is 04/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HESAF (Hermes International SCA) | 04/30/1996 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.33 | -29.22 | -2.96 | 6.58 | 18.50 | 14.67 | 11.85 | … | … | -24.41 | 7.05 | 13.60 | 37.37 | -12.21 | 61.93 | 48.02 | 38.59 | 4.60 | 32.16 | 21.15 | -3.39 | 0.12 | 21.72 | 1.57 | 45.73 | 48.36 | -1.38 | 12.87 | 10.45 | -46.94 | 16.76 | 34.90 | -1.84 | 8.21 | -5.63 | 12.92 | 107.85 | -7.94 | -73.69 | -4.66 |
| Sharpe Ratio | NA | -0.91 | -0.16 | 0.10 | 0.48 | NA | NA | … | … | -1.35 | 0.12 | 0.34 | 1.16 | -0.21 | 1.68 | 1.06 | 2.19 | 0.16 | 2.25 | 0.84 | -0.14 | 0.00 | 1.15 | 0.06 | 1.11 | 1.58 | -0.03 | 0.22 | 0.27 | -0.46 | 1.02 | 1.06 | -0.10 | 0.26 | -1.36 | 1.01 | 2.70 | -0.45 | -0.75 | -0.93 |
| Standard Deviation(%) | NA | 35.76 | 32.27 | 41.78 | 35.38 | NA | NA | … | … | 37.85 | 34.13 | 29.00 | 29.29 | 66.28 | 36.80 | 44.74 | 16.91 | 20.82 | 14.04 | 24.95 | 24.82 | 21.07 | 18.91 | 26.53 | 41.05 | 30.49 | 52.64 | 53.48 | 27.62 | 109.44 | 14.26 | 31.97 | 24.47 | 26.89 | 6.03 | 8.59 | 38.70 | 25.26 | 102.46 | 11.21 |
| Draw Down(%) | NA | 36.15 | 37.43 | 48.80 | 48.80 | NA | NA | … | … | 29.55 | 21.19 | 19.39 | 21.37 | 43.91 | 15.22 | 31.75 | 9.06 | 25.50 | 5.66 | 12.90 | 17.41 | 20.81 | 12.55 | 29.79 | 28.77 | 19.48 | 35.15 | 38.77 | 28.40 | 65.82 | 6.81 | 8.60 | 14.83 | 17.76 | 5.80 | 0.00 | 0.57 | 22.68 | 73.69 | 8.17 |
| Yield(%) | 0.00 | 0.80 | 1.58 | 1.72 | 4.08 | 4.16 | 3.74 | … | … | 0.87 | 2.26 | 1.29 | 0.90 | 0.48 | 0.50 | 0.66 | 0.90 | 2.04 | 1.02 | 1.10 | 2.50 | 1.02 | 0.82 | 0.66 | 0.72 | 0.77 | 0.73 | 1.22 | 1.09 | 1.43 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESAF (Hermes International SCA) |
-30.75%
May 1996 – May 1999 |
-14.13%
Feb 2004 – Feb 2009 |
-10.23%
Aug 1996 – Aug 2006 |
0.13%
May 1996 – May 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESAF (Hermes International SCA) |
61.19%
Feb 2009 – Feb 2012 |
38.29%
Nov 2016 – Nov 2021 |
25.43%
Feb 2015 – Feb 2025 |
25.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart