Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASMIY (ASM International NV ADR) | 73.26% | 88.35% | 35.97% | 27.14% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMIY (ASM International NV ADR) | 08/26/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 88.35 | 35.97 | 27.14 | NA | NA | NA | … | … | 73.26 | 6.66 | 10.11 | 105.57 | -42.49 | 109.33 | 94.93 | 197.23 | -35.81 | 55.68 | 14.88 |
| Sharpe Ratio | NA | 1.92 | 0.70 | 0.54 | NA | NA | NA | … | … | 5.70 | 0.08 | 0.15 | 2.65 | -0.76 | 2.66 | 1.69 | 6.22 | -1.12 | 2.14 | 1.69 |
| Standard Deviation(%) | NA | 43.29 | 44.50 | 46.53 | NA | NA | NA | … | … | 49.67 | 46.51 | 44.13 | 38.87 | 58.32 | 41.05 | 55.60 | 31.48 | 33.24 | 25.86 | 29.02 |
| Draw Down(%) | NA | 27.14 | 53.17 | 58.10 | NA | NA | NA | … | … | 18.20 | 42.22 | 35.23 | 24.20 | 53.44 | 20.33 | 48.43 | 11.83 | 44.94 | 12.60 | 6.77 |
| Yield(%) | 0.00 | 0.68 | 0.80 | 0.96 | 7.58 | 5.05 | 3.79 | … | … | 0.58 | 0.58 | 0.61 | 1.07 | 0.62 | 1.07 | 1.93 | 5.73 | 8.21 | 1.71 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMIY (ASM International NV ADR) |
6.85%
Nov 2021 – Nov 2024 |
21.38%
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 |
|---|---|---|---|---|
| ASMIY (ASM International NV ADR) |
129.76%
Dec 2018 – Dec 2021 |
70.33%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart