Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAALY (Aareal Bank AG ADR) | NA | 0.00% | 25.88% | 1.95% | 7.91% | NA | NA | … | … |
Data as of 01/16/2024, Common starting date is 03/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAALY (Aareal Bank AG ADR) | 03/18/2013 | 01/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 25.88 | 1.95 | 7.91 | NA | NA | … | … | 0.00 | 0.00 | 8.76 | 83.39 | -48.27 | 6.72 | 8.46 | 6.42 | -0.82 | 69.90 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 1.14 | 0.01 | 0.19 | NA | NA | … | … | 0.00 | 0.00 | 0.66 | 2.42 | -0.55 | 0.82 | 0.88 | 0.93 | -0.02 | 1.40 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 1.90 | 20.96 | 42.92 | 37.55 | NA | NA | … | … | NA | NA | 11.16 | 34.40 | 88.35 | 6.51 | 8.14 | 6.23 | 48.00 | 49.82 | NA | NA |
| Draw Down(%) | NA | 0.00 | 5.23 | 57.17 | 57.17 | NA | NA | … | … | 0.00 | 0.00 | 5.23 | 2.62 | 57.17 | 0.00 | 0.00 | 0.00 | 30.58 | 10.76 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 5.94 | 3.10 | 5.49 | 3.66 | 2.75 | … | … | 0.00 | 0.00 | 5.02 | 9.12 | 0.00 | 6.30 | 7.80 | 6.03 | 4.65 | 0.00 | 0.00 | 0.00 |
Data as of 01/16/2024, Common starting date is 03/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAALY (Aareal Bank AG ADR) |
-19.20%
Apr 2017 – Apr 2020 |
-13.87%
Apr 2015 – Apr 2020 |
7.91%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAALY (Aareal Bank AG ADR) |
34.05%
Apr 2020 – Apr 2023 |
15.73%
May 2014 – May 2019 |
7.91%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart