Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZMWF (Carl Zeiss Meditec AG) | -32.58% | -50.09% | -34.11% | -25.71% | -0.24% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZMWF (Carl Zeiss Meditec AG) | 03/15/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.80 | -50.09 | -34.11 | -25.71 | -0.24 | NA | NA | … | … | -32.58 | 2.21 | -54.74 | -13.26 | -40.24 | 58.23 | 6.09 | 60.51 | 29.93 | 72.55 | 48.99 | -17.82 | -2.80 | 12.07 | 31.31 |
| Sharpe Ratio | NA | -1.06 | -0.75 | -0.59 | -0.06 | NA | NA | … | … | -1.07 | -0.01 | -1.09 | -0.44 | -0.85 | 1.68 | 0.12 | 2.15 | 1.03 | 2.60 | 1.65 | -1.16 | -0.16 | 0.81 | 1.37 |
| Standard Deviation(%) | NA | 52.16 | 51.38 | 49.00 | 41.34 | NA | NA | … | … | 64.99 | 50.52 | 53.36 | 38.94 | 49.02 | 34.63 | 49.61 | 27.52 | 27.73 | 27.76 | 29.65 | 15.45 | 17.60 | 14.89 | 29.97 |
| Draw Down(%) | NA | 62.66 | 79.83 | 87.63 | 87.63 | NA | NA | … | … | 47.16 | 36.38 | 65.59 | 46.22 | 51.11 | 16.23 | 47.57 | 11.17 | 13.51 | 10.28 | 7.55 | 17.82 | 11.20 | 11.63 | 17.23 |
| Yield(%) | 0.00 | 1.69 | 0.84 | 0.67 | 2.41 | 3.20 | 2.40 | … | … | 2.29 | 1.35 | 1.11 | 0.97 | 0.43 | 0.46 | 1.11 | 0.69 | 1.10 | 1.29 | 1.74 | 1.40 | 1.92 | 1.37 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZMWF (Carl Zeiss Meditec AG) |
-41.53%
Mar 2023 – Mar 2026 |
-27.34%
Mar 2021 – Mar 2026 |
-0.80%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZMWF (Carl Zeiss Meditec AG) |
57.10%
Feb 2016 – Feb 2019 |
45.80%
Feb 2016 – Feb 2021 |
20.24%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart