Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASOZY (Asseco Poland SA ADR) | -9.15% | 27.48% | 57.30% | 27.98% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/20/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASOZY (Asseco Poland SA ADR) | 06/20/2016 | 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 (%) | 0.00 | 27.48 | 57.30 | 27.98 | NA | NA | NA | … | … | -9.15 | 179.58 | 47.39 | 24.12 | -37.68 | 27.92 | 36.15 | 28.16 | -1.33 | 0.50 | 0.86 |
| Sharpe Ratio | NA | 0.52 | 0.76 | 0.34 | NA | NA | NA | … | … | -0.42 | 2.26 | 0.92 | 0.18 | -0.65 | 0.40 | 0.37 | 0.70 | -0.10 | 0.00 | 0.03 |
| Standard Deviation(%) | NA | 47.52 | 71.30 | 77.67 | NA | NA | NA | … | … | 55.69 | 78.72 | 47.69 | 117.24 | 60.38 | 69.20 | 96.38 | 38.15 | 27.20 | 34.25 | 40.28 |
| Draw Down(%) | NA | 35.53 | 35.53 | 46.72 | NA | NA | NA | … | … | 35.53 | 27.68 | 11.43 | 29.97 | 41.35 | 19.64 | 29.73 | 23.71 | 22.84 | 20.65 | 23.46 |
| Yield(%) | 0.00 | 11.23 | 14.13 | 8.94 | 8.88 | 5.92 | 4.44 | … | … | 6.30 | 5.15 | 6.06 | 6.59 | 3.63 | 4.77 | 5.53 | 7.21 | 6.90 | 6.31 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/20/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASOZY (Asseco Poland SA ADR) |
-4.46%
Feb 2020 – Feb 2023 |
3.35%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASOZY (Asseco Poland SA ADR) |
79.63%
Jan 2023 – Jan 2026 |
38.22%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart