Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBKOF (Erste Group Bank AG) | -3.81% | 46.99% | 55.95% | 29.30% | 20.71% | 8.64% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBKOF (Erste Group Bank AG) | 02/17/2009 | 06/03/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.71 | 46.99 | 55.95 | 29.30 | 20.71 | 8.64 | NA | … | … | -3.81 | 104.07 | 70.27 | 28.70 | -26.47 | 60.41 | -18.99 | 17.48 | -16.55 | 43.41 | -2.95 | 33.16 | -33.15 | 13.17 | 77.88 | -62.31 | 28.63 | 217.33 |
| Sharpe Ratio | NA | 1.46 | 1.59 | 0.62 | 0.46 | NA | NA | … | … | -0.08 | 2.56 | 2.22 | 0.70 | -0.43 | 1.69 | -0.30 | 0.55 | -0.68 | 1.79 | -0.08 | 0.97 | -0.84 | 0.34 | 1.23 | -1.10 | 0.68 | 3.57 |
| Standard Deviation(%) | NA | 33.61 | 35.19 | 43.25 | 41.40 | NA | NA | … | … | 37.37 | 39.78 | 30.01 | 36.28 | 64.72 | 35.79 | 64.27 | 28.87 | 26.53 | 24.04 | 39.34 | 34.12 | 39.55 | 39.13 | 63.87 | 56.80 | 42.05 | 76.52 |
| Draw Down(%) | NA | 23.17 | 23.17 | 56.97 | 65.83 | NA | NA | … | … | 23.17 | 20.36 | 10.40 | 23.99 | 56.97 | 18.31 | 56.85 | 22.97 | 36.67 | 7.97 | 32.53 | 12.24 | 45.60 | 26.46 | 36.31 | 73.39 | 33.78 | 26.88 |
| Yield(%) | 0.00 | 1.11 | 7.08 | 5.81 | 6.66 | 2.40 | 8.42 | … | … | 0.71 | 5.73 | 7.26 | 5.78 | 3.66 | 8.14 | 0.00 | 4.69 | 3.40 | 3.73 | 1.89 | 0.00 | 0.00 | 1.57 | 0.00 | 1.47 | 1.70 | 5.36 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBKOF (Erste Group Bank AG) |
-22.05%
Aug 2009 – Aug 2012 |
-14.97%
Jun 2011 – Jun 2016 |
-6.49%
Oct 2010 – Oct 2020 |
4.09%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBKOF (Erste Group Bank AG) |
78.25%
Sep 2022 – Sep 2025 |
46.75%
Oct 2020 – Oct 2025 |
21.68%
Feb 2016 – Feb 2026 |
10.02%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart