Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMLZF (Emmi AG) | NA | -11.61% | -6.15% | 0.52% | NA | NA | NA | … | … |
Data as of 04/11/2025, Common starting date is 08/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMLZF (Emmi AG) | 08/21/2015 | 04/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.61 | -6.15 | 0.52 | NA | NA | NA | … | … | -9.33 | -2.59 | 45.02 | -36.07 | 20.51 | 4.01 | 36.76 | -0.73 | 1.48 | 74.37 | 0.00 |
| Sharpe Ratio | NA | -1.39 | -0.26 | -0.06 | NA | NA | NA | … | … | -1.74 | -1.09 | 0.77 | -0.83 | 1.17 | 0.96 | 1.13 | -2.78 | 0.10 | 1.72 | 0.00 |
| Standard Deviation(%) | NA | 12.92 | 39.54 | 32.72 | NA | NA | NA | … | … | 18.72 | 8.44 | 53.20 | 45.14 | 17.53 | 3.93 | 31.31 | 0.73 | 8.43 | 43.16 | NA |
| Draw Down(%) | NA | 12.94 | 35.47 | 38.74 | NA | NA | NA | … | … | 9.33 | 6.89 | 21.94 | 38.74 | 0.00 | 0.00 | 0.00 | 0.73 | 5.13 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.50 | 1.30 | 1.23 | 1.47 | 0.98 | 0.74 | … | … | 0.00 | 1.50 | 2.00 | 1.22 | 1.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/11/2025, Common starting date is 08/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLZF (Emmi AG) |
-7.76%
Feb 2022 – Feb 2025 |
0.52%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLZF (Emmi AG) |
33.93%
Apr 2016 – Apr 2019 |
20.43%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart