Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COVTY (Covestro ADR) | 0.60% | -1.49% | 17.88% | 0.57% | -0.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVTY (Covestro ADR) | 03/23/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | -1.49 | 17.88 | 0.57 | -0.04 | NA | NA | … | … | 0.60 | 15.47 | -0.47 | 49.18 | -31.79 | 2.02 | 40.33 | -4.78 | -50.51 | 52.33 | -2.53 |
| Sharpe Ratio | NA | -0.17 | 0.62 | -0.07 | -0.04 | NA | NA | … | … | -0.05 | 0.67 | -0.19 | 1.33 | -0.76 | 0.07 | 0.91 | -0.19 | -1.31 | 2.17 | -0.04 |
| Standard Deviation(%) | NA | 23.71 | 23.52 | 30.53 | 38.15 | NA | NA | … | … | 24.37 | 19.30 | 21.84 | 34.59 | 43.70 | 28.51 | 43.74 | 32.42 | 39.75 | 23.90 | 78.36 |
| Draw Down(%) | NA | 10.24 | 14.94 | 57.24 | 76.29 | NA | NA | … | … | 8.01 | 10.24 | 13.70 | 22.15 | 53.63 | 24.11 | 42.07 | 30.30 | 60.58 | 10.41 | 47.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.03 | 1.59 | 1.25 | 0.94 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 5.84 | 2.41 | 2.89 | 5.50 | 2.62 | 2.12 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVTY (Covestro ADR) |
-25.92%
Nov 2016 – Nov 2019 |
-16.27%
Sep 2017 – Sep 2022 |
0.08%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVTY (Covestro ADR) |
32.96%
Sep 2022 – Sep 2025 |
18.84%
Mar 2020 – Mar 2025 |
1.94%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart