Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HESAY (Hermes International SA) | -23.52% | -28.92% | -2.80% | 6.44% | 18.77% | 15.22% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HESAY (Hermes International SA) | 01/27/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.02 | -28.92 | -2.80 | 6.44 | 18.77 | 15.22 | NA | … | … | -23.52 | 4.74 | 14.73 | 37.84 | -11.23 | 63.06 | 45.17 | 37.53 | 4.08 | 31.37 | 20.45 | -1.15 | -0.68 | 22.28 | 0.44 | 48.19 |
| Sharpe Ratio | NA | -1.06 | -0.20 | 0.13 | 0.60 | NA | NA | … | … | -1.41 | 0.07 | 0.41 | 1.24 | -0.31 | 2.50 | 1.24 | 1.98 | 0.13 | 2.16 | 0.83 | -0.05 | -0.03 | 1.13 | 0.01 | 1.30 |
| Standard Deviation(%) | NA | 31.17 | 28.85 | 31.35 | 27.96 | NA | NA | … | … | 36.72 | 27.53 | 27.23 | 27.83 | 40.75 | 25.18 | 35.93 | 18.22 | 21.47 | 14.29 | 24.50 | 22.54 | 21.41 | 19.69 | 28.24 | 40.59 |
| Draw Down(%) | NA | 36.59 | 37.93 | 45.60 | 45.60 | NA | NA | … | … | 29.84 | 21.73 | 19.66 | 21.95 | 42.01 | 13.31 | 30.57 | 9.65 | 26.35 | 7.02 | 12.98 | 17.04 | 21.01 | 13.87 | 30.78 | 29.31 |
| Yield(%) | 0.00 | 0.78 | 1.21 | 1.38 | 3.49 | 3.84 | 3.72 | … | … | 0.85 | 1.23 | 1.30 | 0.88 | 0.51 | 0.49 | 1.17 | 0.94 | 0.94 | 1.01 | 1.10 | 2.42 | 0.99 | 1.06 | 0.84 | 0.98 |
Data as of 06/10/2026, Common starting date is 01/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESAY (Hermes International SA) |
-4.56%
Feb 2012 – Feb 2015 |
3.30%
Aug 2011 – Aug 2016 |
14.48%
Apr 2012 – Apr 2022 |
15.38%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESAY (Hermes International SA) |
52.86%
Nov 2018 – Nov 2021 |
36.52%
Nov 2016 – Nov 2021 |
25.65%
Feb 2015 – Feb 2025 |
18.52%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart