Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DBOEY (Deutsche Boerse AG ADR) | 10.21% | -10.26% | 19.75% | 13.79% | 14.69% | 12.17% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBOEY (Deutsche Boerse AG ADR) | 01/06/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | -10.26 | 19.75 | 13.79 | 14.69 | 12.17 | NA | … | … | 10.21 | 15.75 | 14.14 | 22.20 | 5.11 | 0.28 | 11.45 | 33.59 | 5.71 | 48.72 | -6.23 | 26.91 | -10.85 | 39.54 | 21.51 | -16.98 | -12.93 |
| Sharpe Ratio | NA | -0.51 | 0.79 | 0.53 | 0.57 | NA | NA | … | … | 1.12 | 0.53 | 0.61 | 0.87 | 0.14 | 0.01 | 0.30 | 1.80 | 0.23 | 2.73 | -0.23 | 1.17 | -0.54 | 1.80 | 0.64 | -0.36 | -0.42 |
| Standard Deviation(%) | NA | 22.53 | 21.17 | 22.18 | 23.62 | NA | NA | … | … | 25.58 | 24.36 | 17.12 | 21.52 | 25.96 | 18.52 | 37.65 | 17.84 | 19.22 | 17.66 | 28.17 | 23.03 | 20.20 | 22.00 | 33.83 | 46.69 | 31.68 |
| Draw Down(%) | NA | 27.70 | 27.90 | 27.90 | 37.48 | NA | NA | … | … | 9.20 | 27.90 | 8.22 | 18.04 | 19.36 | 12.59 | 37.48 | 7.63 | 16.86 | 9.72 | 22.50 | 13.72 | 23.53 | 13.13 | 28.53 | 41.33 | 26.47 |
| Yield(%) | 0.00 | 1.53 | 2.57 | 2.56 | 4.08 | 4.37 | 3.43 | … | … | 1.92 | 1.96 | 2.00 | 2.33 | 2.12 | 2.05 | 2.00 | 2.50 | 2.60 | 3.11 | 3.09 | 3.11 | 3.57 | 4.38 | 7.69 | 4.29 | 3.50 |
Data as of 06/04/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBOEY (Deutsche Boerse AG ADR) |
-1.78%
Apr 2010 – Apr 2013 |
4.32%
Apr 2011 – Apr 2016 |
10.40%
Mar 2010 – Mar 2020 |
11.67%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBOEY (Deutsche Boerse AG ADR) |
30.88%
Oct 2016 – Oct 2019 |
21.58%
Mar 2013 – Mar 2018 |
17.50%
May 2015 – May 2025 |
15.18%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart