Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLTOF (Hellenic Telecommunications Organization S.A) | 11.38% | 40.84% | 15.80% | 15.84% | 14.89% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLTOF (Hellenic Telecommunications Organization S.A) | 04/21/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.84 | 15.80 | 15.84 | 14.89 | NA | NA | … | … | 11.38 | 26.45 | 5.57 | 5.10 | -13.26 | 76.44 | 12.83 | 23.56 | -0.70 | 54.42 | -11.90 | -15.63 | -35.58 |
| Sharpe Ratio | NA | 1.81 | 0.98 | 0.73 | 0.65 | NA | NA | … | … | 1.58 | 1.30 | 0.36 | 0.25 | -0.63 | 2.66 | 0.49 | 2.03 | -0.26 | 1.88 | -0.27 | -0.54 | -0.89 |
| Standard Deviation(%) | NA | 21.09 | 12.83 | 18.19 | 20.50 | NA | NA | … | … | 16.54 | 18.21 | 5.42 | 5.80 | 23.25 | 28.69 | 25.50 | 10.87 | 8.00 | 28.79 | 44.09 | 28.93 | 52.46 |
| Draw Down(%) | NA | 0.01 | 0.01 | 23.90 | 23.90 | NA | NA | … | … | 0.00 | 0.01 | 0.00 | 2.56 | 23.90 | 6.50 | 11.44 | 2.17 | 5.19 | 0.00 | 22.58 | 31.79 | 35.58 |
| Yield(%) | 0.00 | 6.16 | 5.24 | 10.97 | 10.78 | 4.38 | 3.29 | … | … | 0.00 | 6.16 | 5.27 | 4.33 | 3.45 | 42.96 | 4.29 | 4.77 | 2.73 | 1.90 | 1.04 | 0.78 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTOF (Hellenic Telecommunications Organization S.A) |
-14.41%
May 2014 – May 2017 |
-5.03%
May 2014 – May 2019 |
5.11%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTOF (Hellenic Telecommunications Organization S.A) |
34.99%
Nov 2018 – Nov 2021 |
31.31%
Apr 2017 – Apr 2022 |
18.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart