Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ADDYY (Adidas AG ADR) -3.79% -22.15% 4.22% -11.45% 4.49% 8.18% 8.46%
Data as of 06/04/2026, Common starting date is 06/01/2006
More Performance Analytics Comparison
Name Start Date End Date
ADDYY (Adidas AG ADR) 06/01/2006 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 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -4.25 -22.15 4.22 -11.45 4.49 8.18 8.46 -3.79 -18.08 20.16 50.70 -52.02 -20.50 12.40 58.12 6.03 28.50 74.90 43.29 -45.18 45.68 39.61 1.26 21.48 42.79 -47.31 49.13 1.56
Sharpe Ratio NA -0.68 0.09 -0.36 0.11 NA NA -0.05 -0.58 0.53 1.41 -1.05 -0.74 0.28 2.19 0.17 1.26 2.64 1.75 -1.58 2.02 1.46 0.03 0.66 0.95 -0.81 1.74 -0.03
Standard Deviation(%) NA 34.32 33.45 37.17 33.96 NA NA 35.38 36.22 30.94 33.71 51.15 27.83 43.99 25.83 27.35 22.27 28.32 24.68 28.67 22.59 27.27 38.78 32.31 44.87 59.15 26.48 28.32
Draw Down(%) NA 39.73 44.13 76.64 76.64 NA NA 24.18 36.14 16.91 18.75 68.46 29.92 48.89 13.17 20.59 16.07 19.11 14.98 45.78 9.82 16.83 29.15 19.48 29.10 64.72 14.39 13.99
Yield(%) 0.00 1.33 1.23 0.59 1.75 3.53 4.23 1.65 0.93 0.38 0.55 1.24 0.98 0.00 1.79 1.60 1.39 9.38 2.33 1.66 1.97 1.95 1.77 0.86 1.71 1.10 1.16 0.00
Data as of 06/04/2026, Common starting date is 06/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADDYY (Adidas AG ADR) -31.21%
Oct 2019 – Oct 2022
-14.24%
Oct 2017 – Oct 2022
3.33%
Oct 2012 – Oct 2022
4.41%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADDYY (Adidas AG ADR) 55.24%
Jan 2015 – Jan 2018
40.11%
Dec 2014 – Dec 2019
26.26%
Feb 2009 – Feb 2019
16.59%
Jul 2006 – Jul 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return