Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBSFY (Rubis SCA ADR) | 16.31% | 38.63% | 21.71% | 5.85% | 5.89% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBSFY (Rubis SCA ADR) | 07/30/2014 | 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 (%) | 4.32 | 38.63 | 21.71 | 5.85 | 5.89 | NA | NA | … | … | 16.31 | 62.29 | 10.77 | -1.04 | -3.95 | -30.77 | -13.20 | 5.69 | -32.07 | 88.51 | 19.52 | 38.29 | 1.01 |
| Sharpe Ratio | NA | 0.61 | 0.41 | 0.06 | 0.10 | NA | NA | … | … | 0.75 | 1.09 | 0.14 | -0.10 | -0.12 | -0.51 | -0.25 | 0.31 | -0.67 | 0.93 | 1.32 | 2.31 | 1.55 |
| Standard Deviation(%) | NA | 55.45 | 52.06 | 51.63 | 53.67 | NA | NA | … | … | 45.67 | 54.80 | 50.39 | 46.02 | 43.48 | 60.61 | 53.66 | 13.48 | 49.77 | 95.23 | 14.67 | 16.56 | 1.54 |
| Draw Down(%) | NA | 13.11 | 32.46 | 59.49 | 69.76 | NA | NA | … | … | 12.93 | 17.21 | 32.46 | 27.96 | 40.09 | 48.19 | 39.78 | 11.64 | 42.56 | 44.42 | 5.51 | 0.33 | 0.00 |
| Yield(%) | 0.00 | 6.93 | 6.15 | 4.90 | 4.91 | 5.26 | 3.95 | … | … | 0.00 | 9.56 | 11.87 | 7.78 | 6.32 | 4.73 | 6.92 | 3.22 | 2.08 | 3.39 | 3.41 | 5.64 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBSFY (Rubis SCA ADR) |
-21.95%
Sep 2019 – Sep 2022 |
-17.21%
Nov 2017 – Nov 2022 |
3.22%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBSFY (Rubis SCA ADR) |
46.06%
Nov 2014 – Nov 2017 |
17.47%
Dec 2014 – Dec 2019 |
7.07%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart