Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVKIY (Evonik Industries AG) | 31.11% | -6.14% | 4.73% | -6.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVKIY (Evonik Industries AG) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | -6.14 | 4.73 | -6.86 | NA | NA | NA | … | … | 31.11 | -5.52 | -6.51 | 7.35 | -34.66 | -1.33 |
| Sharpe Ratio | NA | -0.20 | 0.01 | -0.20 | NA | NA | NA | … | … | 1.95 | -0.19 | -0.19 | 0.10 | -0.92 | -0.09 |
| Standard Deviation(%) | NA | 37.76 | 46.57 | 41.18 | NA | NA | NA | … | … | 41.28 | 43.51 | 54.05 | 37.05 | 39.25 | 14.77 |
| Draw Down(%) | NA | 33.57 | 38.15 | 49.76 | NA | NA | NA | … | … | 16.49 | 34.87 | 33.44 | 22.61 | 44.05 | 13.73 |
| Yield(%) | 0.00 | 0.00 | 4.32 | 2.78 | 1.95 | 1.30 | 0.97 | … | … | 0.00 | 7.69 | 6.37 | 6.10 | 4.01 | 4.13 |
Data as of 06/04/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVKIY (Evonik Industries AG) |
-14.38%
Feb 2021 – Feb 2024 |
-8.88%
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 |
|---|---|---|---|---|
| EVKIY (Evonik Industries AG) |
4.97%
May 2023 – May 2026 |
-4.71%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart