Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BECTY (Bechtle AG) | NA | 16.03% | 3.90% | -4.41% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BECTY (Bechtle AG) | 07/29/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 16.03 | 3.90 | -4.41 | NA | NA | NA | … | … | 40.22 | -35.27 | 50.93 | -47.65 | -6.81 | 15.03 |
| Sharpe Ratio | NA | 0.37 | 0.01 | -0.08 | NA | NA | NA | … | … | 1.53 | -1.01 | 1.69 | -1.02 | -0.04 | 1.23 |
| Standard Deviation(%) | NA | 34.83 | 36.22 | 81.01 | NA | NA | NA | … | … | 36.21 | 38.34 | 28.25 | 48.25 | 165.40 | 31.32 |
| Draw Down(%) | NA | 21.75 | 42.13 | 68.27 | NA | NA | NA | … | … | 17.50 | 41.48 | 12.91 | 52.44 | 68.27 | 8.45 |
| Yield(%) | 0.00 | 2.00 | 1.74 | 0.48 | 0.23 | 0.15 | 0.12 | … | … | 2.49 | 1.44 | 1.97 | 0.87 | 0.73 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BECTY (Bechtle AG) |
-21.34%
Oct 2021 – Oct 2024 |
-4.96%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BECTY (Bechtle AG) |
24.76%
Aug 2021 – Aug 2024 |
-4.96%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart