Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BOSSY (Hugo Boss AG) -0.50% -7.78% -14.68% -3.97% -1.47% NA NA
Data as of 06/03/2026, Common starting date is 02/20/2013
More Performance Analytics Comparison
Name Start Date End Date
BOSSY (Hugo Boss AG) 02/20/2013 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
Annualized Return (%) -0.59 -7.78 -14.68 -3.97 -1.47 NA NA -0.50 -5.10 -36.02 30.78 -3.55 82.37 -30.17 -17.62 -25.48 45.25 -23.26 -29.09 -11.07 24.08
Sharpe Ratio NA -0.23 -0.40 -0.14 -0.08 NA NA 0.26 -0.21 -0.83 0.74 -0.12 2.56 -0.51 -0.65 -0.86 1.60 -0.52 -1.08 -0.60 1.60
Standard Deviation(%) NA 31.76 41.04 39.16 39.09 NA NA 33.36 37.52 47.51 37.21 41.53 32.12 59.01 29.59 31.28 28.00 45.54 27.01 18.49 17.64
Draw Down(%) NA 19.88 58.07 58.07 76.73 NA NA 8.04 28.64 53.26 32.53 31.21 14.74 59.45 43.49 36.54 15.75 34.65 36.05 21.37 8.98
Yield(%) 0.00 0.10 1.41 1.72 2.32 1.72 1.29 0.11 3.48 2.00 1.82 1.25 0.15 0.10 4.86 3.82 4.70 5.29 3.20 3.24 3.38
Data as of 06/03/2026, Common starting date is 02/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOSSY (Hugo Boss AG) -34.93%
Oct 2017 – Oct 2020
-23.97%
Mar 2015 – Mar 2020
-10.30%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOSSY (Hugo Boss AG) 43.24%
Jul 2020 – Jul 2023
17.75%
Oct 2020 – Oct 2025
-0.04%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return