Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADRZF (Andritz AG) | 20.06% | 25.31% | 21.79% | 18.15% | 8.94% | 6.63% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADRZF (Andritz AG) | 01/03/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.31 | 21.79 | 18.15 | 8.94 | 6.63 | NA | … | … | 20.06 | 53.76 | 15.99 | -17.41 | 19.41 | 20.86 | 0.99 | 2.75 | -17.44 | 10.46 | 5.79 | -6.48 | -12.20 | 0.39 | -22.94 | -4.22 |
| Sharpe Ratio | NA | 0.72 | 0.51 | 0.45 | 0.23 | NA | NA | … | … | 1.08 | 2.02 | 0.21 | -0.57 | 0.79 | 0.76 | 0.02 | 0.06 | -0.99 | 0.54 | 0.30 | -0.29 | -0.52 | 0.02 | -0.31 | -0.11 |
| Standard Deviation(%) | NA | 31.31 | 36.07 | 34.91 | 31.16 | NA | NA | … | … | 46.99 | 25.76 | 44.77 | 38.39 | 22.81 | 27.50 | 45.02 | 23.20 | 19.03 | 18.40 | 18.76 | 22.42 | 23.59 | 21.09 | 74.01 | 39.04 |
| Draw Down(%) | NA | 22.32 | 29.06 | 35.39 | 50.14 | NA | NA | … | … | 22.32 | 7.61 | 29.06 | 35.39 | 17.25 | 13.72 | 33.78 | 17.50 | 26.73 | 10.35 | 12.00 | 19.81 | 25.00 | 24.98 | 50.47 | 27.67 |
| Yield(%) | 0.00 | 0.00 | 3.40 | 4.12 | 3.22 | 1.50 | 1.41 | … | … | 0.00 | 5.54 | 5.93 | 3.88 | 3.33 | 2.80 | 2.92 | 3.54 | 3.51 | 3.14 | 3.07 | 1.97 | 1.10 | 1.89 | 2.60 | 1.89 |
Data as of 06/05/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADRZF (Andritz AG) |
-15.33%
Jul 2017 – Jul 2020 |
-10.77%
Mar 2015 – Mar 2020 |
-0.53%
Nov 2013 – Nov 2023 |
6.01%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADRZF (Andritz AG) |
37.83%
Mar 2020 – Mar 2023 |
21.52%
May 2020 – May 2025 |
9.85%
Feb 2016 – Feb 2026 |
8.07%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart