Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSEY (Samsonite International SA ADR) | -22.86% | 6.86% | -8.95% | -1.50% | -2.44% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSEY (Samsonite International SA ADR) | 03/19/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.05 | 6.86 | -8.95 | -1.50 | -2.44 | NA | NA | … | … | -22.86 | -2.46 | -12.82 | 25.24 | 29.59 | 14.66 | -26.04 | -11.74 | -37.30 | 66.41 | -2.73 | -3.22 | 7.10 | 23.59 |
| Sharpe Ratio | NA | 0.28 | -0.28 | -0.05 | -0.10 | NA | NA | … | … | -1.26 | -0.12 | -0.39 | 0.69 | 0.53 | 0.27 | -0.37 | -0.32 | -0.97 | 2.35 | -0.10 | -0.08 | 0.29 | 1.38 |
| Standard Deviation(%) | NA | 38.87 | 41.44 | 44.82 | 45.56 | NA | NA | … | … | 42.27 | 45.79 | 41.82 | 31.45 | 53.06 | 53.84 | 70.59 | 40.71 | 40.02 | 28.15 | 29.35 | 40.53 | 24.14 | 22.34 |
| Draw Down(%) | NA | 35.65 | 56.57 | 56.57 | 85.02 | NA | NA | … | … | 35.65 | 42.82 | 43.40 | 21.66 | 30.92 | 28.68 | 73.23 | 49.32 | 43.99 | 10.84 | 19.33 | 27.04 | 15.58 | 9.90 |
| Yield(%) | 0.00 | 0.00 | 2.46 | 1.81 | 1.48 | 1.80 | 1.35 | … | … | 0.00 | 3.77 | 3.20 | 0.00 | 0.00 | 0.00 | 0.00 | 3.06 | 1.61 | 2.37 | 2.23 | 2.02 | 1.91 | 1.10 |
Data as of 06/10/2026, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSEY (Samsonite International SA ADR) |
-38.05%
Jul 2017 – Jul 2020 |
-23.79%
Apr 2015 – Apr 2020 |
-5.54%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSEY (Samsonite International SA ADR) |
55.15%
Apr 2020 – Apr 2023 |
20.79%
Mar 2020 – Mar 2025 |
4.65%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart