Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNTGY (Brenntag AG ADR) | 15.34% | -3.22% | -2.99% | -4.10% | 5.06% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNTGY (Brenntag AG ADR) | 01/02/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | -3.22 | -2.99 | -4.10 | 5.06 | NA | NA | … | … | 15.34 | 0.68 | -32.75 | 48.21 | -28.11 | 18.88 | 47.18 | 27.55 | -29.28 | 15.85 | -0.97 | 0.46 | -5.46 | 40.29 |
| Sharpe Ratio | NA | -0.19 | -0.22 | -0.23 | 0.12 | NA | NA | … | … | 1.03 | -0.07 | -1.41 | 1.99 | -0.79 | 0.98 | 1.18 | 1.05 | -1.29 | 0.75 | -0.02 | 0.04 | -0.03 | 1.63 |
| Standard Deviation(%) | NA | 30.71 | 27.95 | 29.07 | 29.61 | NA | NA | … | … | 35.89 | 29.97 | 25.79 | 22.58 | 37.63 | 19.22 | 39.51 | 24.90 | 23.87 | 20.44 | 51.93 | 10.62 | 165.35 | 24.87 |
| Draw Down(%) | NA | 27.32 | 40.91 | 46.14 | 50.10 | NA | NA | … | … | 26.39 | 24.97 | 34.19 | 13.63 | 39.86 | 17.29 | 41.82 | 17.24 | 37.11 | 13.55 | 26.70 | 7.09 | 72.05 | 6.06 |
| Yield(%) | 0.00 | 3.22 | 3.71 | 2.58 | 3.52 | 3.20 | 2.40 | … | … | 3.84 | 3.93 | 2.47 | 3.21 | 1.70 | 2.06 | 2.58 | 3.11 | 2.05 | 2.13 | 1.92 | 1.72 | 1.92 | 2.31 |
Data as of 06/05/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNTGY (Brenntag AG ADR) |
-10.76%
Mar 2017 – Mar 2020 |
-6.88%
Mar 2015 – Mar 2020 |
2.23%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNTGY (Brenntag AG ADR) |
30.68%
Dec 2018 – Dec 2021 |
18.91%
Dec 2018 – Dec 2023 |
7.50%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart