Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVKIF (Evonik Industries AG) | 38.95% | 1.24% | 4.86% | -4.42% | 0.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVKIF (Evonik Industries AG) | 08/13/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 1.24 | 4.86 | -4.42 | 0.57 | NA | NA | … | … | 38.95 | -11.94 | -2.72 | 12.41 | -31.82 | 0.40 | 9.86 | 29.47 | -31.05 | 38.26 | -19.59 | 12.85 | -18.61 | 12.06 |
| Sharpe Ratio | NA | -0.24 | 0.08 | -0.16 | -0.03 | NA | NA | … | … | 2.62 | -0.34 | -0.18 | 0.24 | -0.92 | 0.01 | 0.19 | 0.80 | -1.20 | 1.89 | -0.71 | 0.86 | -1.20 | 1.54 |
| Standard Deviation(%) | NA | 44.25 | 40.58 | 37.97 | 35.93 | NA | NA | … | … | 45.18 | 43.91 | 34.36 | 36.13 | 36.13 | 31.92 | 49.47 | 35.03 | 27.01 | 20.03 | 28.05 | 14.94 | 15.58 | 22.37 |
| Draw Down(%) | NA | 37.41 | 40.20 | 49.67 | 53.39 | NA | NA | … | … | 11.19 | 40.20 | 30.56 | 19.94 | 45.09 | 19.06 | 43.62 | 23.82 | 36.63 | 9.11 | 19.59 | 6.87 | 20.73 | 6.57 |
| Yield(%) | 0.00 | 0.00 | 4.12 | 3.52 | 3.84 | 2.84 | 2.13 | … | … | 7.48 | 0.00 | 12.76 | 6.07 | 8.02 | 4.06 | 4.25 | 4.65 | 3.62 | 4.13 | 3.20 | 3.06 | 2.42 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVKIF (Evonik Industries AG) |
-13.24%
Feb 2021 – Feb 2024 |
-8.89%
Jan 2021 – Jan 2026 |
-3.46%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVKIF (Evonik Industries AG) |
12.61%
Dec 2018 – Dec 2021 |
9.05%
Mar 2020 – Mar 2025 |
0.93%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart