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
BRAGF (BAUER Aktiengesellschaft) NA 0.00% -11.63% -18.51% -10.50% NA NA
Data as of 09/26/2025, Common starting date is 08/14/2013
More Performance Analytics Comparison
Name Start Date End Date
BRAGF (BAUER Aktiengesellschaft) 08/14/2013 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 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 0.00 -11.63 -18.51 -10.50 NA NA 0.00 -6.01 -4.56 -43.10 -21.96 0.00 47.27 0.00 0.00 -37.66 7.35 -32.56 4.93
Sharpe Ratio NA 0.00 -0.86 -0.96 -0.57 NA NA 0.00 -2.04 -0.64 -1.25 -1.08 0.00 1.18 0.00 0.00 -1.55 1.03 -1.01 0.30
Standard Deviation(%) NA 6.21 17.51 21.58 21.04 NA NA NA 6.22 13.87 35.80 29.85 NA 38.71 NA NA 24.28 7.09 32.38 44.17
Draw Down(%) NA 0.00 31.00 64.08 67.02 NA NA 0.00 6.01 13.12 43.10 21.96 0.00 0.00 0.00 0.00 37.66 0.00 41.14 15.31
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 08/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRAGF (BAUER Aktiengesellschaft) -28.91%
Jan 2021 – Jan 2024
-18.51%
Dec 2019 – Dec 2024
-14.24%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRAGF (BAUER Aktiengesellschaft) 13.77%
Dec 2016 – Dec 2019
0.72%
Nov 2016 – Nov 2021
-9.86%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return