Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMLRY (Daimler AG ADR) | NA | -4.05% | 23.20% | 7.61% | 10.53% | NA | NA | … | … |
Data as of 11/15/2022, Common starting date is 10/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMLRY (Daimler AG ADR) | 10/21/2010 | 11/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.67 | -4.05 | 23.20 | 7.61 | 10.53 | NA | NA | … | … | 2.42 | 34.65 | 29.01 | 3.59 | -38.04 | 13.84 | -11.15 | 1.08 | -5.21 | 59.67 | 23.84 | -34.85 | 2.73 |
| Sharpe Ratio | NA | -0.12 | 0.47 | 0.17 | 0.30 | NA | NA | … | … | 0.04 | 1.24 | 0.44 | 0.08 | -1.51 | 0.88 | -0.38 | 0.04 | -0.22 | 2.44 | 0.68 | -0.72 | 0.44 |
| Standard Deviation(%) | NA | 42.92 | 47.91 | 40.51 | 33.56 | NA | NA | … | … | 44.47 | 27.95 | 65.71 | 27.35 | 26.10 | 15.03 | 29.85 | 27.79 | 23.68 | 24.48 | 35.30 | 48.58 | 33.33 |
| Draw Down(%) | NA | 31.79 | 60.12 | 72.16 | 72.80 | NA | NA | … | … | 31.79 | 17.53 | 58.99 | 33.01 | 45.15 | 10.11 | 31.05 | 29.02 | 27.24 | 17.02 | 34.27 | 50.45 | 8.60 |
| Yield(%) | 0.00 | 23.43 | 16.24 | 8.66 | 8.57 | 3.92 | 2.94 | … | … | 30.32 | 2.31 | 3.48 | 7.05 | 5.31 | 4.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/15/2022, Common starting date is 10/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMLRY (Daimler AG ADR) |
-23.21%
Mar 2017 – Mar 2020 |
-17.78%
Mar 2015 – Mar 2020 |
1.72%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMLRY (Daimler AG ADR) |
29.21%
May 2019 – May 2022 |
13.70%
Jun 2016 – Jun 2021 |
10.91%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart