Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASOZF (Asseco Poland S.A) | -20.82% | 1.30% | 64.71% | 29.40% | 25.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASOZF (Asseco Poland S.A) | 11/21/2013 | 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.30 | 64.71 | 29.40 | 25.88 | NA | NA | … | … | -20.82 | 267.56 | 11.79 | 37.35 | -32.69 | 26.57 | 51.12 | 41.63 | 7.46 | 22.01 | 8.01 | 18.48 | 12.97 | -1.88 |
| Sharpe Ratio | NA | -0.04 | 1.47 | 0.78 | 0.72 | NA | NA | … | … | -1.55 | 4.15 | 1.04 | 1.33 | -1.15 | 1.46 | 1.50 | 1.41 | 0.85 | 0.56 | 0.22 | 0.49 | 0.40 | -0.49 |
| Standard Deviation(%) | NA | 36.84 | 41.74 | 35.95 | 32.57 | NA | NA | … | … | 29.78 | 64.28 | 7.87 | 25.66 | 29.84 | 18.13 | 33.72 | 28.58 | 7.21 | 38.59 | 35.14 | 37.99 | 32.64 | 34.09 |
| Draw Down(%) | NA | 31.15 | 31.15 | 32.69 | 32.69 | NA | NA | … | … | 29.24 | 20.20 | 0.00 | 0.01 | 32.69 | 0.00 | 0.00 | 0.00 | 0.00 | 17.92 | 22.85 | 22.08 | 9.94 | 11.07 |
| Yield(%) | 0.00 | 11.05 | 20.45 | 10.51 | 13.73 | 11.04 | 8.28 | … | … | 5.65 | 11.83 | 10.84 | 6.94 | 4.15 | 4.71 | 6.34 | 25.98 | 6.94 | 24.57 | 21.81 | 20.00 | 16.54 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASOZF (Asseco Poland S.A) |
-2.38%
Jul 2020 – Jul 2023 |
11.72%
Oct 2017 – Oct 2022 |
15.51%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASOZF (Asseco Poland S.A) |
79.95%
Oct 2022 – Oct 2025 |
42.84%
Jun 2020 – Jun 2025 |
31.52%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart