Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLZNY (Clariant AG) | 7.64% | -2.66% | -8.43% | -11.57% | -0.34% | -0.49% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLZNY (Clariant AG) | 12/30/2009 | 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | -2.66 | -8.43 | -11.57 | -0.34 | -0.49 | NA | … | … | 7.64 | -13.74 | -22.28 | -3.71 | -22.22 | 13.22 | 19.48 | 23.50 | -31.86 | 70.27 | -9.20 | 17.37 | -7.65 | 48.65 | 32.51 | -50.68 | 70.51 | 0.00 |
| Sharpe Ratio | NA | -0.22 | -0.24 | -0.29 | -0.05 | NA | NA | … | … | 0.23 | -0.25 | -0.55 | -0.28 | -0.52 | 0.37 | 0.40 | 0.85 | -1.18 | 3.74 | -0.37 | 0.63 | -0.38 | 1.86 | 0.65 | -0.82 | 1.77 | NA |
| Standard Deviation(%) | NA | 56.29 | 53.31 | 48.58 | 40.78 | NA | NA | … | … | 62.02 | 65.90 | 46.88 | 26.96 | 45.98 | 35.49 | 48.27 | 25.80 | 28.26 | 18.73 | 25.70 | 27.50 | 19.94 | 26.16 | 50.09 | 62.02 | 39.73 | 0.00 |
| Draw Down(%) | NA | 29.41 | 48.66 | 55.53 | 55.53 | NA | NA | … | … | 21.79 | 33.71 | 36.27 | 20.68 | 30.47 | 14.95 | 35.31 | 20.72 | 40.05 | 6.38 | 18.95 | 26.73 | 24.64 | 10.64 | 26.53 | 62.73 | 23.18 | 0.00 |
| Yield(%) | 0.00 | 4.83 | 3.34 | 2.41 | 5.61 | 3.84 | 5.30 | … | … | 0.00 | 4.63 | 3.14 | 2.89 | 1.98 | 13.57 | 17.33 | 2.99 | 1.92 | 2.68 | 4.59 | 2.42 | 2.22 | 2.44 | 3.05 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLZNY (Clariant AG) |
-16.59%
Nov 2022 – Nov 2025 |
-11.74%
May 2021 – May 2026 |
-1.23%
Dec 2015 – Dec 2025 |
-0.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLZNY (Clariant AG) |
27.40%
Sep 2011 – Sep 2014 |
22.28%
Nov 2012 – Nov 2017 |
14.20%
Jan 2012 – Jan 2022 |
4.67%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart