Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDRFY (Beiersdorf AG ADR) | -27.53% | -41.37% | -14.11% | -7.64% | -0.64% | 2.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDRFY (Beiersdorf AG ADR) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.03 | -41.37 | -14.11 | -7.64 | -0.64 | 2.39 | NA | … | … | -27.53 | -13.59 | -13.70 | 31.75 | 12.16 | -10.36 | -2.55 | 12.75 | -9.04 | 46.93 | -12.97 | 13.10 | -16.47 | 35.13 | 36.51 | -11.60 | 9.24 |
| Sharpe Ratio | NA | -1.26 | -0.70 | -0.37 | -0.09 | NA | NA | … | … | -1.16 | -0.69 | -1.00 | 1.75 | 0.38 | -0.58 | -0.10 | 0.58 | -0.54 | 3.16 | -0.49 | 0.48 | -0.94 | 1.80 | 1.23 | -0.72 | 0.05 |
| Standard Deviation(%) | NA | 33.96 | 25.14 | 24.45 | 22.86 | NA | NA | … | … | 46.14 | 24.06 | 17.32 | 16.17 | 28.40 | 17.90 | 29.33 | 19.41 | 19.43 | 14.73 | 26.99 | 27.31 | 17.63 | 19.46 | 29.81 | 16.16 | 267.16 |
| Draw Down(%) | NA | 39.99 | 47.94 | 47.94 | 47.94 | NA | NA | … | … | 36.34 | 31.25 | 20.40 | 10.12 | 16.04 | 21.50 | 23.16 | 13.63 | 13.90 | 4.60 | 16.45 | 14.24 | 22.04 | 0.00 | 0.13 | 14.39 | 80.29 |
| Yield(%) | 0.00 | 0.84 | 0.88 | 0.80 | 0.98 | 1.39 | 1.27 | … | … | 1.05 | 0.89 | 0.73 | 0.66 | 0.74 | 0.71 | 0.64 | 0.75 | 0.72 | 0.92 | 0.80 | 0.95 | 0.95 | 1.19 | 1.59 | 1.54 | 1.60 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDRFY (Beiersdorf AG ADR) |
-15.13%
Apr 2023 – Apr 2026 |
-6.52%
May 2021 – May 2026 |
-0.33%
May 2016 – May 2026 |
2.60%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDRFY (Beiersdorf AG ADR) |
22.25%
Jul 2010 – Jul 2013 |
15.06%
Jul 2012 – Jul 2017 |
9.85%
Jul 2010 – Jul 2020 |
7.70%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart