Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMPUY (CompuGroup Medical SE & Co. KGaA) | 7.36% | -23.41% | -25.38% | -18.12% | -0.53% | NA | NA | 3.11% |
Data as of 06/06/2025, AR inception is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMPUY (CompuGroup Medical SE & Co. KGaA) | 01/02/2013 | 06/06/2025 |
| 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 (%) | 0.73 | -23.41 | -25.38 | -18.12 | -0.53 | NA | NA | 3.11 | 7.36 | -42.12 | 2.53 | -46.58 | -2.53 | 169.08 | 1.93 | 1.48 | 1.27 | 1.36 | 33.82 | 0.00 | 13.82 |
| Sharpe Ratio | NA | -0.44 | -0.59 | -0.47 | -0.05 | NA | NA | 0.05 | 1.06 | -0.78 | -0.05 | -0.90 | -0.11 | 1.88 | 0.27 | 0.11 | 0.51 | 0.85 | 1.21 | 0.00 | 1.33 |
| Standard Deviation(%) | NA | 60.08 | 48.90 | 42.40 | 40.89 | NA | NA | 37.64 | 14.07 | 62.52 | 36.33 | 53.46 | 23.57 | 89.07 | 1.91 | 1.47 | 1.26 | 1.35 | 27.89 | NA | 10.40 |
| Draw Down(%) | NA | 55.28 | 75.74 | 83.15 | 83.15 | NA | NA | 83.15 | 5.19 | 65.97 | 26.30 | 56.20 | 16.34 | 4.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.80 |
| Yield(%) | 0.00 | 0.00 | 0.58 | 0.62 | 1.54 | 1.79 | 1.34 | 2.24 | 0.00 | 2.59 | 0.00 | 0.70 | 0.77 | 1.87 | 1.93 | 1.48 | 1.27 | 1.36 | 1.69 | 0.00 | 2.30 |
Data as of 06/06/2025, AR inception is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPUY (CompuGroup Medical SE & Co. KGaA) |
-43.37%
Nov 2021 - Nov 2024 |
-18.70%
Apr 2020 - Apr 2025 |
-2.75%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPUY (CompuGroup Medical SE & Co. KGaA) |
47.03%
Apr 2018 - Apr 2021 |
26.68%
Apr 2016 - Apr 2021 |
10.72%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart