Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDVWF (Friedrich Vorwerk Group SE) | NA | 250.24% | 52.40% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDVWF (Friedrich Vorwerk Group SE) | 06/30/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 250.24 | 52.40 | NA | NA | NA | NA | … | … | 224.86 | 8.97 | 0.51 | -18.84 | -45.73 |
| Sharpe Ratio | NA | 3.13 | 1.07 | NA | NA | NA | NA | … | … | 4.30 | 0.71 | -6.20 | -1.01 | -1.23 |
| Standard Deviation(%) | NA | 78.93 | 45.64 | NA | NA | NA | NA | … | … | 91.74 | 7.54 | 0.51 | 20.09 | 57.08 |
| Draw Down(%) | NA | 15.03 | 15.03 | NA | NA | NA | NA | … | … | 15.03 | 0.00 | 0.00 | 25.75 | 45.73 |
| Yield(%) | 0.00 | 1.36 | 0.98 | 0.34 | 0.17 | 0.11 | 0.08 | … | … | 1.26 | 1.06 | 0.55 | 0.72 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDVWF (Friedrich Vorwerk Group SE) |
-20.92%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDVWF (Friedrich Vorwerk Group SE) |
56.69%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart