Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DGWPF (Drägerwerk AG & Co. KGaA) 15.28% 45.61% 31.75% 2.80% 6.19% NA NA
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
DGWPF (Drägerwerk AG & Co. KGaA) 06/19/2012 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 (%) 0.00 45.61 31.75 2.80 6.19 NA NA 15.28 68.29 -8.55 41.66 -45.53 -5.18 60.93 -6.59 -31.66 1.42 3.75 -16.97 0.00 0.00 0.00
Sharpe Ratio NA 2.32 0.81 0.01 0.13 NA NA 2.47 1.56 -1.55 0.72 -1.65 -0.18 0.95 -0.30 -1.07 0.04 0.12 -0.09 0.00 0.00 0.00
Standard Deviation(%) NA 18.55 34.97 35.16 35.95 NA NA 15.83 42.11 7.85 53.06 28.49 28.34 63.41 26.55 30.86 20.81 29.52 182.95 NA NA NA
Draw Down(%) NA 0.00 20.86 59.95 64.01 NA NA 0.00 19.28 11.67 20.86 45.71 26.23 30.08 31.07 41.62 14.51 23.26 69.76 0.00 0.00 0.00
Yield(%) 0.00 0.00 3.38 1.08 1.05 0.54 0.40 0.00 5.03 3.41 0.36 0.21 0.18 0.34 0.32 0.69 0.19 0.20 1.58 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DGWPF (Drägerwerk AG & Co. KGaA) -26.51%
Jul 2020 – Jul 2023
-14.68%
Oct 2017 – Oct 2022
-7.43%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DGWPF (Drägerwerk AG & Co. KGaA) 42.69%
Apr 2015 – Apr 2018
24.27%
Apr 2015 – Apr 2020
7.10%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return