Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDRFF (Beiersdorf Aktiengesellschaft) | -22.40% | -39.89% | -12.61% | -6.22% | 0.21% | 2.56% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDRFF (Beiersdorf Aktiengesellschaft) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.92 | -39.89 | -12.61 | -6.22 | 0.21 | 2.56 | NA | … | … | -22.40 | -17.17 | -11.14 | 31.69 | 15.96 | -15.44 | -0.39 | 15.10 | -10.46 | 42.77 | -5.97 | 9.19 | -16.84 | 24.87 | 44.13 | 8.38 | -15.32 |
| Sharpe Ratio | NA | -1.26 | -0.61 | -0.24 | -0.05 | NA | NA | … | … | -1.19 | -0.64 | -0.73 | 1.72 | 0.53 | -0.64 | -0.02 | 0.87 | -0.73 | 3.49 | -0.27 | 0.47 | -0.89 | 1.43 | 2.11 | 0.43 | -1.91 |
| Standard Deviation(%) | NA | 32.88 | 26.55 | 26.47 | 23.99 | NA | NA | … | … | 38.81 | 31.31 | 20.35 | 16.41 | 27.56 | 24.07 | 34.47 | 15.61 | 16.32 | 12.14 | 22.63 | 19.32 | 18.86 | 17.42 | 21.07 | 19.63 | 28.95 |
| Draw Down(%) | NA | 40.01 | 48.34 | 48.34 | 48.34 | NA | NA | … | … | 30.19 | 32.00 | 23.18 | 9.76 | 14.51 | 21.25 | 25.50 | 11.65 | 12.98 | 4.32 | 14.46 | 12.92 | 23.71 | 9.24 | 10.96 | 19.18 | 20.00 |
| Yield(%) | 0.00 | 1.45 | 1.11 | 0.98 | 1.26 | 1.55 | 1.32 | … | … | 1.84 | 0.87 | 0.72 | 0.68 | 0.79 | 0.71 | 1.22 | 1.42 | 0.72 | 0.90 | 0.89 | 0.91 | 0.97 | 0.86 | 1.23 | 3.19 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDRFF (Beiersdorf Aktiengesellschaft) |
-14.49%
Apr 2023 – Apr 2026 |
-4.07%
Apr 2021 – Apr 2026 |
0.10%
Apr 2016 – Apr 2026 |
2.58%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDRFF (Beiersdorf Aktiengesellschaft) |
24.94%
Dec 2010 – Dec 2013 |
13.07%
Sep 2011 – Sep 2016 |
9.53%
Sep 2011 – Sep 2021 |
6.39%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart