Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMPVF (CompuGroup Medical SE & Co. KGaA) | NA | -16.22% | -20.58% | -13.94% | -0.31% | NA | NA | … | … |
Data as of 06/25/2025, Common starting date is 04/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMPVF (CompuGroup Medical SE & Co. KGaA) | 04/11/2013 | 06/25/2025 |
| 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 | -16.22 | -20.58 | -13.94 | -0.31 | NA | NA | … | … | 38.81 | -50.88 | 13.43 | -56.08 | -16.43 | 33.67 | 25.20 | 1.16 | 35.05 | 49.42 | 18.95 | 2.31 | 8.52 |
| Sharpe Ratio | NA | -0.30 | -0.50 | -0.34 | -0.05 | NA | NA | … | … | 1.58 | -1.02 | 0.50 | -1.09 | -0.66 | 0.62 | 0.76 | -0.02 | 1.64 | 1.40 | 0.97 | 0.22 | 0.63 |
| Standard Deviation(%) | NA | 65.74 | 48.03 | 46.48 | 37.55 | NA | NA | … | … | 60.83 | 53.46 | 19.57 | 52.88 | 24.83 | 53.45 | 31.03 | 11.75 | 21.08 | 35.23 | 19.59 | 10.40 | 18.94 |
| Draw Down(%) | NA | 39.65 | 63.92 | 80.18 | 80.18 | NA | NA | … | … | 19.82 | 50.88 | 6.75 | 56.08 | 19.02 | 20.37 | 9.15 | 10.00 | 0.00 | 3.12 | 3.64 | 10.05 | 7.25 |
| Yield(%) | 0.00 | 3.80 | 1.67 | 1.29 | 2.02 | 2.02 | 1.51 | … | … | 6.29 | 2.63 | 1.47 | 0.64 | 0.53 | 0.76 | 0.87 | 0.72 | 0.82 | 1.22 | 1.59 | 1.44 | 1.54 |
Data as of 06/25/2025, Common starting date is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPVF (CompuGroup Medical SE & Co. KGaA) |
-40.79%
Aug 2021 – Aug 2024 |
-24.31%
Aug 2019 – Aug 2024 |
-1.83%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPVF (CompuGroup Medical SE & Co. KGaA) |
35.69%
Nov 2014 – Nov 2017 |
28.35%
Nov 2014 – Nov 2019 |
7.90%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart