Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAYZF (Bayer AG) | -6.66% | 41.94% | -10.22% | -7.09% | -6.06% | -1.80% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAYZF (Bayer AG) | 02/17/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.04 | 41.94 | -10.22 | -7.09 | -6.06 | -1.80 | NA | … | … | -6.66 | 119.59 | -46.72 | -25.01 | 0.40 | -6.39 | -23.95 | 22.36 | -40.72 | 23.77 | -14.66 | -6.43 | -2.29 | 52.51 | 54.60 | -13.02 | -6.26 | 56.89 |
| Sharpe Ratio | NA | 1.19 | -0.34 | -0.25 | -0.18 | NA | NA | … | … | -0.22 | 2.96 | -1.38 | -0.87 | -0.03 | -0.24 | -0.48 | 0.60 | -1.11 | 1.10 | -0.54 | -0.25 | -0.10 | 2.27 | 1.80 | -0.30 | -0.20 | 1.81 |
| Standard Deviation(%) | NA | 38.34 | 38.40 | 36.29 | 35.98 | NA | NA | … | … | 41.90 | 39.67 | 36.56 | 33.22 | 38.29 | 27.06 | 50.00 | 34.67 | 38.14 | 21.18 | 27.67 | 25.82 | 22.96 | 23.09 | 30.60 | 44.24 | 31.87 | 36.98 |
| Draw Down(%) | NA | 28.09 | 66.60 | 71.52 | 81.87 | NA | NA | … | … | 28.09 | 21.09 | 49.54 | 48.88 | 36.01 | 27.45 | 42.60 | 25.55 | 46.93 | 12.77 | 25.08 | 20.56 | 12.55 | 8.79 | 18.72 | 44.18 | 31.57 | 19.44 |
| Yield(%) | 0.00 | 0.45 | 0.29 | 1.65 | 2.49 | 3.11 | 3.95 | … | … | 0.28 | 1.22 | 0.31 | 5.09 | 3.92 | 3.99 | 3.73 | 4.50 | 4.94 | 5.40 | 2.36 | 1.82 | 2.12 | 2.02 | 2.48 | 2.04 | 1.74 | 3.50 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| BAYZF (Bayer AG) |
-28.05%
Mar 2022 – Mar 2025 |
-22.17%
Dec 2019 – Dec 2024 |
-15.05%
Nov 2014 – Nov 2024 |
-6.17%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAYZF (Bayer AG) |
38.61%
Sep 2011 – Sep 2014 |
26.58%
Mar 2009 – Mar 2014 |
6.49%
Apr 2009 – Apr 2019 |
0.77%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart