Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADBKF (Addiko Bank AG) | 21.13% | 48.61% | 50.23% | 24.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/24/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADBKF (Addiko Bank AG) | 09/24/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | 48.61 | 50.23 | 24.79 | NA | NA | NA | … | … | 21.13 | 32.24 | 41.35 | 73.04 | -32.70 | 59.28 | -7.42 | -15.50 |
| Sharpe Ratio | NA | 1.95 | 1.48 | 0.75 | NA | NA | NA | … | … | 2.27 | 1.25 | 1.68 | 1.63 | -1.35 | 0.92 | -0.10 | -1.06 |
| Standard Deviation(%) | NA | 21.86 | 30.94 | 29.06 | NA | NA | NA | … | … | 21.32 | 23.63 | 22.39 | 43.01 | 25.33 | 64.39 | 73.06 | 44.92 |
| Draw Down(%) | NA | 5.55 | 8.74 | 43.41 | NA | NA | NA | … | … | 0.00 | 6.79 | 2.10 | 0.00 | 32.70 | 30.91 | 42.13 | 16.31 |
| Yield(%) | 0.00 | 0.00 | 4.67 | 6.72 | 4.07 | 2.71 | 2.03 | … | … | 0.00 | 0.00 | 9.36 | 13.46 | 0.00 | 23.90 | 12.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/24/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADBKF (Addiko Bank AG) |
-1.69%
Nov 2019 – Nov 2022 |
15.76%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADBKF (Addiko Bank AG) |
56.43%
Apr 2023 – Apr 2026 |
38.71%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart