Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AULRF (AURELIUS Equity Opportunities SE & Co. KGaA) | NA | -16.71% | -10.79% | -13.68% | NA | NA | NA | … | … |
Data as of 06/24/2022, Common starting date is 02/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AULRF (AURELIUS Equity Opportunities SE & Co. KGaA) | 02/10/2015 | 06/24/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.08 | -16.71 | -10.79 | -13.68 | NA | NA | NA | … | … | -9.27 | 42.51 | -44.71 | -16.36 | -18.27 | 1.18 | 29.35 | 16.60 |
| Sharpe Ratio | NA | -0.71 | -0.22 | -0.34 | NA | NA | NA | … | … | -0.86 | 1.57 | -0.61 | -0.76 | -0.61 | 0.01 | 1.54 | 1.93 |
| Standard Deviation(%) | NA | 23.94 | 49.92 | 42.20 | NA | NA | NA | … | … | 21.95 | 47.13 | 73.85 | 23.32 | 32.17 | 60.98 | 18.88 | 9.69 |
| Draw Down(%) | NA | 24.93 | 56.83 | 76.50 | NA | NA | NA | … | … | 14.46 | 8.63 | 56.36 | 23.98 | 35.62 | 47.52 | 2.59 | 0.00 |
| Yield(%) | 5.73 | 5.45 | 4,995.85 | 7,441.53 | 7,242.94 | 4,828.62 | 3,621.47 | … | … | 5.94 | 4.40 | 7,981.26 | 16,264.82 | 6,723.99 | 11,326.12 | 8,665.78 | 6,364.71 |
Data as of 06/24/2022, Common starting date is 02/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULRF (AURELIUS Equity Opportunities SE & Co. KGaA) |
-33.18%
Oct 2017 – Oct 2020 |
-17.15%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULRF (AURELIUS Equity Opportunities SE & Co. KGaA) |
23.07%
Mar 2015 – Mar 2018 |
-8.18%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart