Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BORUF (Borussia Dortmund GmbH & Co. Kommanditgesellschaft auf Aktien) | 40.30% | 17.21% | 7.44% | -7.28% | 3.44% | NA | NA | 2.40% |
Data as of 07/25/2025, AR inception is 06/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BORUF (Borussia Dortmund GmbH & Co. Kommanditgesellschaft auf Aktien) | 06/11/2013 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.44 | 17.21 | 7.44 | -7.28 | 3.44 | NA | NA | 2.40 | 40.30 | -11.73 | -5.54 | -22.16 | -23.08 | -26.74 | 4.26 | 15.73 | 29.76 | 28.73 | -17.92 | 8.47 | 28.65 |
| Sharpe Ratio | NA | 0.23 | 0.07 | -0.18 | 0.04 | NA | NA | 0.02 | 1.53 | -0.29 | -0.20 | -0.41 | -0.57 | -0.36 | 0.07 | 0.28 | 0.50 | 0.62 | -0.41 | 0.26 | 2.35 |
| Standard Deviation(%) | NA | 61.91 | 56.62 | 52.03 | 53.88 | NA | NA | 51.25 | 52.23 | 64.26 | 48.52 | 57.39 | 40.69 | 74.47 | 43.71 | 52.40 | 58.01 | 45.55 | 44.10 | 32.52 | 24.21 |
| Draw Down(%) | NA | 34.10 | 54.43 | 65.82 | 74.72 | NA | NA | 74.72 | 16.80 | 41.10 | 40.66 | 44.71 | 43.64 | 54.37 | 24.39 | 30.47 | 29.33 | 15.72 | 36.01 | 22.21 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.89 | 0.87 | 0.65 | 1.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.73 | 0.90 | 1.14 | 1.41 | 0.97 | 1.98 | 2.59 |
Data as of 07/25/2025, AR inception is 06/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BORUF (Borussia Dortmund GmbH & Co. Kommanditgesellschaft auf Aktien) |
-35.50%
Sep 2019 - Sep 2022 |
-21.49%
Sep 2017 - Sep 2022 |
-5.58%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BORUF (Borussia Dortmund GmbH & Co. Kommanditgesellschaft auf Aktien) |
34.89%
Jul 2016 - Jul 2019 |
22.02%
Oct 2013 - Oct 2018 |
2.89%
Jul 2013 - Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart