Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMSHF (EMS-CHEMIE HOLDING AG) | 24.91% | 16.29% | 6.77% | 2.40% | 11.07% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMSHF (EMS-CHEMIE HOLDING AG) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.29 | 6.77 | 2.40 | 11.07 | NA | NA | … | … | 24.91 | 5.43 | -7.71 | 19.68 | -34.77 | 15.85 | 45.84 | 43.68 | -30.32 | 27.59 | 39.51 | -2.02 | 20.97 | 93.15 | 7.61 |
| Sharpe Ratio | NA | 1.39 | 0.12 | 0.00 | 0.34 | NA | NA | … | … | 2.57 | 0.08 | -0.47 | 0.75 | -0.95 | 0.65 | 1.82 | 2.32 | -1.13 | 1.47 | 1.17 | -0.34 | 1.93 | 2.66 | 2.47 |
| Standard Deviation(%) | NA | 28.48 | 27.86 | 29.79 | 27.89 | NA | NA | … | … | 27.17 | 34.08 | 24.09 | 21.52 | 38.42 | 24.39 | 24.87 | 18.19 | 28.19 | 18.38 | 33.67 | 6.12 | 10.86 | 35.06 | 8.20 |
| Draw Down(%) | NA | 8.10 | 25.90 | 38.18 | 38.18 | NA | NA | … | … | 4.73 | 19.78 | 18.49 | 16.38 | 38.18 | 10.40 | 6.81 | 4.17 | 35.48 | 0.00 | 0.37 | 4.99 | 0.00 | 2.21 | 0.00 |
| Yield(%) | 0.00 | 5.12 | 3.36 | 2.31 | 4.48 | 7.93 | 5.94 | … | … | 0.00 | 5.80 | 2.34 | 3.22 | 2.10 | 0.00 | 3.40 | 0.94 | 2.79 | 3.24 | 3.83 | 2.88 | 3.37 | 3.93 | 3.79 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSHF (EMS-CHEMIE HOLDING AG) |
-10.70%
Feb 2022 – Feb 2025 |
-2.52%
Dec 2020 – Dec 2025 |
7.01%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMSHF (EMS-CHEMIE HOLDING AG) |
34.40%
Dec 2018 – Dec 2021 |
32.44%
Dec 2012 – Dec 2017 |
16.95%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart