Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCQF (Fresenius Medical Care AG & Co. KGaA) | 1.34% | -19.66% | 2.68% | -7.43% | -4.11% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCQF (Fresenius Medical Care AG & Co. KGaA) | 02/08/2012 | 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 (%) | 7.55 | -19.66 | 2.68 | -7.43 | -4.11 | NA | NA | … | … | 1.34 | 5.51 | 12.52 | 33.68 | -48.94 | -20.18 | 13.37 | 15.62 | -38.19 | 26.24 | 0.65 | 13.88 | 8.41 | 2.65 | 2.71 |
| Sharpe Ratio | NA | -0.88 | -0.09 | -0.32 | -0.20 | NA | NA | … | … | -0.66 | 0.07 | 0.29 | 0.79 | -1.20 | -0.81 | 0.34 | 0.58 | -1.18 | 1.61 | 0.02 | 0.60 | 0.47 | 0.13 | 0.20 |
| Standard Deviation(%) | NA | 29.65 | 33.52 | 34.88 | 31.68 | NA | NA | … | … | 24.14 | 36.08 | 30.78 | 38.15 | 42.06 | 25.08 | 38.28 | 24.53 | 33.67 | 15.99 | 24.34 | 22.96 | 17.77 | 20.41 | 15.10 |
| Draw Down(%) | NA | 28.43 | 31.09 | 66.74 | 74.11 | NA | NA | … | … | 14.65 | 25.59 | 24.65 | 31.09 | 60.07 | 28.72 | 29.12 | 23.04 | 44.61 | 10.85 | 17.41 | 14.43 | 11.21 | 11.63 | 7.67 |
| Yield(%) | 0.00 | 3.00 | 3.38 | 1.92 | 1.63 | 1.82 | 1.36 | … | … | 3.78 | 3.58 | 3.12 | 3.82 | 2.39 | 1.99 | 1.93 | 2.03 | 1.18 | 1.24 | 1.10 | 1.15 | 1.48 | 1.42 | 1.33 |
Data as of 06/03/2026, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCQF (Fresenius Medical Care AG & Co. KGaA) |
-24.77%
Oct 2019 – Oct 2022 |
-20.48%
Oct 2017 – Oct 2022 |
-7.40%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCQF (Fresenius Medical Care AG & Co. KGaA) |
29.21%
Oct 2022 – Oct 2025 |
11.40%
Jan 2013 – Jan 2018 |
1.02%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart