Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DKSHF (DKSH Holding AG) | NA | -10.24% | -1.91% | 4.80% | 0.97% | NA | NA | … | … |
Data as of 05/20/2024, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DKSHF (DKSH Holding AG) | 12/16/2013 | 05/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.24 | -1.91 | 4.80 | 0.97 | NA | NA | … | … | -0.04 | -5.13 | -3.87 | 29.00 | 22.04 | -20.73 | -16.39 | 20.11 | 19.06 | -19.29 | 6.79 | -0.64 |
| Sharpe Ratio | NA | -0.62 | -0.20 | 0.14 | -0.01 | NA | NA | … | … | -0.31 | -0.34 | -0.25 | 1.46 | 1.16 | -0.84 | -1.23 | 1.19 | 1.98 | -0.95 | 0.98 | -4.65 |
| Standard Deviation(%) | NA | 22.85 | 20.95 | 22.45 | 19.28 | NA | NA | … | … | 12.05 | 27.69 | 20.68 | 19.80 | 18.69 | 26.25 | 14.48 | 16.48 | 9.50 | 20.42 | 6.89 | 3.23 |
| Draw Down(%) | NA | 20.67 | 29.33 | 29.33 | 42.62 | NA | NA | … | … | 4.39 | 29.33 | 15.69 | 3.54 | 2.86 | 29.13 | 17.87 | 3.18 | 0.00 | 21.57 | 3.11 | 0.64 |
| Yield(%) | 0.00 | 3.22 | 3.01 | 3.04 | 2.36 | 1.75 | 1.31 | … | … | 3.58 | 3.09 | 2.73 | 3.25 | 0.00 | 2.71 | 2.08 | 6.10 | 2.12 | 0.00 | 1.66 | 0.00 |
Data as of 05/20/2024, Common starting date is 12/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DKSHF (DKSH Holding AG) |
-10.71%
Oct 2016 – Oct 2019 |
-7.32%
Oct 2014 – Oct 2019 |
1.15%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DKSHF (DKSH Holding AG) |
22.04%
Sep 2019 – Sep 2022 |
7.13%
Apr 2016 – Apr 2021 |
1.54%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart