Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIAGY (Aurubis AG ADR) | 75.08% | 200.87% | 51.05% | 27.56% | 20.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIAGY (Aurubis AG ADR) | 07/29/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.54 | 200.87 | 51.05 | 27.56 | 20.22 | NA | NA | … | … | 75.08 | 73.79 | 3.57 | 7.59 | -15.18 | 21.57 | 42.76 | -28.20 | -7.84 | 90.95 | -19.38 | 33.17 | -7.72 |
| Sharpe Ratio | NA | 4.30 | 0.96 | 0.49 | 0.44 | NA | NA | … | … | 5.50 | 1.64 | 0.00 | 0.10 | -0.31 | 0.46 | 1.28 | -0.49 | -1.03 | 1.97 | -0.65 | 1.76 | -1.98 |
| Standard Deviation(%) | NA | 41.76 | 43.46 | 47.75 | 43.02 | NA | NA | … | … | 42.68 | 43.36 | 47.92 | 40.86 | 53.22 | 46.33 | 33.09 | 59.99 | 9.02 | 45.97 | 29.92 | 18.81 | 8.64 |
| Draw Down(%) | NA | 17.15 | 32.53 | 59.06 | 59.06 | NA | NA | … | … | 17.15 | 16.41 | 27.32 | 31.82 | 59.06 | 27.45 | 9.57 | 43.92 | 8.28 | 0.00 | 26.06 | 5.31 | 7.72 |
| Yield(%) | 0.00 | 1.46 | 1.88 | 1.98 | 3.23 | 2.37 | 1.78 | … | … | 0.85 | 1.90 | 1.90 | 2.41 | 1.73 | 1.76 | 2.38 | 2.12 | 1.96 | 2.67 | 2.35 | 2.21 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAGY (Aurubis AG ADR) |
-11.53%
Aug 2021 – Aug 2024 |
-8.01%
Sep 2017 – Sep 2022 |
5.10%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAGY (Aurubis AG ADR) |
44.93%
May 2023 – May 2026 |
25.95%
May 2021 – May 2026 |
20.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart