Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBKDY (Erste Group Bank AG PK) | -1.69% | 45.94% | 57.72% | 29.49% | 20.93% | 9.10% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBKDY (Erste Group Bank AG PK) | 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 (%) | 0.10 | 45.94 | 57.72 | 29.49 | 20.93 | 9.10 | NA | … | … | -1.69 | 104.70 | 59.56 | 36.67 | -29.46 | 68.78 | -19.19 | 18.38 | -21.55 | 53.53 | -5.02 | 37.38 | -34.35 | 11.72 | 85.55 | -62.89 | 20.74 |
| Sharpe Ratio | NA | 1.68 | 1.91 | 0.76 | 0.52 | NA | NA | … | … | -0.09 | 2.99 | 2.35 | 1.14 | -0.59 | 2.45 | -0.31 | 0.59 | -0.86 | 2.36 | -0.14 | 1.11 | -0.89 | 0.32 | 1.62 | -1.09 | 0.41 |
| Standard Deviation(%) | NA | 28.50 | 29.14 | 35.76 | 37.03 | NA | NA | … | … | 34.25 | 34.28 | 23.80 | 29.20 | 52.93 | 28.06 | 63.21 | 28.76 | 26.67 | 22.56 | 37.80 | 33.67 | 38.72 | 36.65 | 53.47 | 57.95 | 51.27 |
| Draw Down(%) | NA | 22.06 | 22.06 | 55.78 | 64.03 | NA | NA | … | … | 22.06 | 18.38 | 9.04 | 22.89 | 55.78 | 18.37 | 55.28 | 23.54 | 38.22 | 8.43 | 33.09 | 12.12 | 45.92 | 26.99 | 37.61 | 73.77 | 37.97 |
| Yield(%) | 0.00 | 1.07 | 7.15 | 5.79 | 6.73 | 2.55 | 2.61 | … | … | 0.72 | 5.70 | 7.24 | 6.44 | 3.62 | 8.61 | 0.00 | 4.78 | 3.30 | 3.65 | 1.83 | 0.00 | 0.81 | 1.82 | 0.00 | 1.98 | 2.19 |
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 |
|---|---|---|---|---|
| EBKDY (Erste Group Bank AG PK) |
-19.87%
Oct 2017 – Oct 2020 |
-14.52%
Jun 2011 – Jun 2016 |
-6.02%
Oct 2010 – Oct 2020 |
5.86%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBKDY (Erste Group Bank AG PK) |
73.70%
Sep 2022 – Sep 2025 |
46.44%
Oct 2020 – Oct 2025 |
21.49%
Feb 2016 – Feb 2026 |
10.37%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart