Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELLRY (ElringKlinger AG) | 45.61% | 31.87% | -10.84% | -17.45% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELLRY (ElringKlinger AG) | 12/23/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.87 | -10.84 | -17.45 | NA | NA | NA | … | … | 45.61 | 13.88 | -23.34 | -24.82 | -38.21 | -31.79 | -0.73 |
| Sharpe Ratio | NA | 1.26 | -0.29 | -0.34 | NA | NA | NA | … | … | 5.04 | 0.35 | -0.49 | -0.52 | -0.63 | -0.51 | NA |
| Standard Deviation(%) | NA | 27.27 | 47.85 | 53.62 | NA | NA | NA | … | … | 29.41 | 31.76 | 54.57 | 54.74 | 63.03 | 62.55 | NA |
| Draw Down(%) | NA | 10.78 | 58.63 | 78.32 | NA | NA | NA | … | … | 2.34 | 15.79 | 46.82 | 50.58 | 56.84 | 51.46 | NA |
| Yield(%) | 0.00 | 3.28 | 1.62 | 0.83 | 0.43 | 0.29 | 0.22 | … | … | 3.62 | 3.90 | 2.81 | 2.07 | 1.24 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELLRY (ElringKlinger AG) |
-37.81%
Aug 2021 – Aug 2024 |
-22.03%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELLRY (ElringKlinger AG) |
-6.23%
Sep 2022 – Sep 2025 |
-15.53%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart