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
AMSSY (ams AG) 148.15% 168.00% -27.72% -34.31% NA NA NA
Data as of 06/04/2026, Common starting date is 03/28/2017
More Performance Analytics Comparison
Name Start Date End Date
AMSSY (ams AG) 03/28/2017 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
Annualized Return (%) -1.70 168.00 -27.72 -34.31 NA NA NA 148.15 54.89 -74.37 -63.75 -59.94 -16.84 -43.07 67.95 -73.10 60.89
Sharpe Ratio NA 2.10 -0.32 -0.42 NA NA NA 8.80 0.64 -0.77 -0.65 -0.91 -0.41 -0.36 1.01 -0.94 1.41
Standard Deviation(%) NA 78.83 96.22 85.68 NA NA NA 93.59 82.52 101.39 103.52 67.77 40.95 119.17 66.00 79.29 61.02
Draw Down(%) NA 46.28 93.25 97.09 NA NA NA 18.18 48.72 77.14 75.60 73.37 36.73 80.27 32.21 82.92 18.15
Yield(%) 0.00 0.00 0.47 0.09 0.16 0.11 0.08 0.00 0.00 0.00 1.25 0.00 0.00 0.96 0.00 0.42 0.06
Data as of 06/04/2026, Common starting date is 03/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMSSY (ams AG) -66.69%
Nov 2021 – Nov 2024
-57.37%
Nov 2019 – Nov 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMSSY (ams AG) -7.36%
Dec 2018 – Dec 2021
-25.07%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return