Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAMXF (Bayerische Motoren Werke Aktiengesellschaft) | -10.34% | 9.16% | -0.86% | 2.52% | 7.18% | 5.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMXF (Bayerische Motoren Werke Aktiengesellschaft) | 02/17/2009 | 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.54 | 9.16 | -0.86 | 2.52 | 7.18 | 5.34 | NA | … | … | -10.34 | 42.84 | -22.08 | 35.50 | -3.64 | 17.82 | 14.32 | 5.09 | -17.72 | 15.04 | -6.67 | 0.30 | -6.98 | 25.46 | 50.32 | -12.75 | 72.46 | 67.44 |
| Sharpe Ratio | NA | 0.18 | -0.06 | 0.06 | 0.16 | NA | NA | … | … | -0.46 | 0.88 | -0.73 | 1.25 | -0.12 | 0.60 | 0.29 | 0.13 | -0.73 | 0.85 | -0.21 | 0.01 | -0.31 | 1.08 | 1.52 | -0.26 | 2.01 | 1.64 |
| Standard Deviation(%) | NA | 41.67 | 38.32 | 37.25 | 34.54 | NA | NA | … | … | 40.98 | 45.43 | 35.34 | 25.80 | 41.96 | 29.86 | 48.53 | 27.44 | 26.24 | 16.99 | 32.51 | 28.50 | 22.28 | 23.64 | 33.31 | 49.81 | 36.08 | 48.68 |
| Draw Down(%) | NA | 25.06 | 40.10 | 40.10 | 61.00 | NA | NA | … | … | 24.25 | 25.35 | 40.02 | 24.57 | 36.42 | 23.55 | 49.52 | 23.11 | 29.80 | 8.96 | 28.04 | 32.00 | 23.34 | 18.96 | 28.48 | 43.85 | 16.84 | 16.53 |
| Yield(%) | 0.00 | 10.30 | 7.21 | 7.00 | 7.27 | 5.70 | 14.08 | … | … | 7.94 | 11.37 | 5.90 | 10.42 | 5.92 | 4.72 | 3.28 | 4.80 | 4.55 | 4.01 | 3.66 | 3.12 | 3.12 | 2.51 | 4.36 | 1.58 | 0.48 | 1.09 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMXF (Bayerische Motoren Werke Aktiengesellschaft) |
-13.71%
Mar 2017 – Mar 2020 |
-12.65%
Mar 2015 – Mar 2020 |
0.50%
Mar 2015 – Mar 2025 |
4.85%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMXF (Bayerische Motoren Werke Aktiengesellschaft) |
46.88%
Mar 2009 – Mar 2012 |
36.64%
Mar 2009 – Mar 2014 |
13.26%
Mar 2009 – Mar 2019 |
13.55%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart