Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIIXY (Aixtron SE ADR) | 245.68% | 390.33% | 31.65% | 25.15% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIIXY (Aixtron SE ADR) | 02/03/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.57 | 390.33 | 31.65 | 25.15 | NA | NA | NA | … | … | 245.68 | 29.27 | -56.42 | 16.02 | 63.20 | 0.64 |
| Sharpe Ratio | NA | 6.17 | 0.51 | 0.46 | NA | NA | NA | … | … | 28.90 | 0.49 | -1.18 | 0.29 | 1.46 | 0.01 |
| Standard Deviation(%) | NA | 65.67 | 56.78 | 50.66 | NA | NA | NA | … | … | 74.74 | 53.78 | 50.99 | 42.43 | 42.48 | 50.60 |
| Draw Down(%) | NA | 28.20 | 72.67 | 72.67 | NA | NA | NA | … | … | 14.26 | 31.67 | 65.31 | 28.28 | 21.09 | 37.98 |
| Yield(%) | 0.00 | 1.23 | 0.83 | 1.21 | 0.79 | 0.53 | 0.40 | … | … | 0.87 | 1.07 | 1.18 | 1.07 | 1.55 | 0.68 |
Data as of 06/04/2026, Common starting date is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIIXY (Aixtron SE ADR) |
-20.90%
Mar 2022 – Mar 2025 |
12.38%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIIXY (Aixtron SE ADR) |
32.19%
May 2023 – May 2026 |
26.02%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart