Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWRKF (Drägerwerk AG & Co. KGaA) | NA | 1.98% | 0.23% | 5.22% | NA | NA | NA | … | … |
Data as of 05/26/2023, Common starting date is 08/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWRKF (Drägerwerk AG & Co. KGaA) | 08/31/2017 | 05/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.98 | 0.23 | 5.22 | NA | NA | NA | … | … | 0.00 | -13.23 | 3.33 | 129.87 | -17.14 | -29.21 | -11.00 |
| Sharpe Ratio | NA | -0.10 | -0.09 | 0.11 | NA | NA | NA | … | … | 0.00 | -0.98 | 0.52 | 1.89 | -0.47 | -1.11 | -1.21 |
| Standard Deviation(%) | NA | 11.73 | 10.16 | 37.68 | NA | NA | NA | … | … | NA | 15.04 | 8.09 | 68.19 | 39.46 | 27.47 | 25.24 |
| Draw Down(%) | NA | 8.88 | 19.84 | 45.91 | NA | NA | NA | … | … | 0.00 | 18.13 | 3.13 | 9.37 | 29.85 | 42.49 | 14.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/26/2023, Common starting date is 08/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWRKF (Drägerwerk AG & Co. KGaA) |
3.18%
Apr 2020 – Apr 2023 |
0.12%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWRKF (Drägerwerk AG & Co. KGaA) |
33.29%
Apr 2019 – Apr 2022 |
4.90%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart