Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BYMOF (Bayerische Motoren Werke Aktiengesellschaft) | NA | 14.59% | 14.99% | 18.71% | 6.67% | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BYMOF (Bayerische Motoren Werke Aktiengesellschaft) | 08/06/2012 | 08/29/2025 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.59 | 14.99 | 18.71 | 6.67 | NA | NA | … | … | 43.83 | -24.55 | 45.56 | -10.22 | 30.25 | 5.20 | -6.47 | -10.76 | 27.38 | -8.25 | -4.16 | 4.79 | 35.88 | 35.71 |
| Sharpe Ratio | NA | 0.47 | 0.34 | 0.47 | 0.17 | NA | NA | … | … | 3.22 | -1.02 | 1.16 | -0.26 | 0.77 | 0.12 | -0.28 | -0.61 | 1.53 | -0.71 | -0.37 | 0.20 | 1.86 | 3.88 |
| Standard Deviation(%) | NA | 24.41 | 34.22 | 35.20 | 30.25 | NA | NA | … | … | 21.90 | 27.69 | 36.48 | 44.28 | 39.25 | 40.01 | 28.33 | 19.93 | 17.60 | 11.95 | 11.27 | 23.81 | 19.29 | 29.85 |
| Draw Down(%) | NA | 20.33 | 37.17 | 37.17 | 60.08 | NA | NA | … | … | 1.79 | 37.17 | 13.87 | 26.68 | 23.95 | 43.61 | 23.55 | 25.21 | 4.92 | 11.65 | 14.27 | 18.40 | 5.80 | 5.88 |
| Yield(%) | 0.00 | 5.55 | 8.70 | 10.31 | 5.22 | 6.95 | 5.21 | … | … | 6.96 | 6.33 | 11.99 | 7.59 | 2.79 | 0.00 | 5.31 | 5.43 | 4.92 | 1.26 | 3.42 | 3.12 | 5.00 | 0.00 |
Data as of 08/29/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYMOF (Bayerische Motoren Werke Aktiengesellschaft) |
-16.51%
May 2017 – May 2020 |
-11.87%
Mar 2015 – Mar 2020 |
1.40%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BYMOF (Bayerische Motoren Werke Aktiengesellschaft) |
45.29%
May 2020 – May 2023 |
21.46%
May 2020 – May 2025 |
9.66%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart