Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMS (Fresenius Medical Care AG) | -3.79% | -20.01% | 3.44% | -9.10% | -4.44% | -1.36% | 2.65% | … | … |
Data as of 06/05/2026, Common starting date is 09/17/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMS (Fresenius Medical Care AG) | 09/17/1996 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | -20.01 | 3.44 | -9.10 | -4.44 | -1.36 | 2.65 | … | … | -3.79 | 8.22 | 11.86 | 30.89 | -48.42 | -20.30 | 14.76 | 15.64 | -37.60 | 25.88 | 1.92 | 13.80 | 6.08 | 5.21 | 2.25 | 19.38 | 10.64 | 14.64 | -9.19 | 20.21 | 28.41 | 33.06 | 17.21 | 73.11 | -30.14 | -25.82 | -3.34 | 20.74 | 8.05 | -22.67 | 33.14 |
| Sharpe Ratio | NA | -0.83 | 0.00 | -0.36 | -0.21 | NA | NA | … | … | -0.45 | 0.20 | 0.26 | 0.77 | -1.33 | -0.85 | 0.45 | 0.55 | -1.20 | 1.60 | 0.07 | 0.61 | 0.35 | 0.25 | 0.11 | 0.70 | 0.48 | 0.52 | -0.25 | 0.76 | 1.18 | 1.61 | 0.71 | 2.06 | -0.51 | -0.82 | -0.22 | 0.41 | 0.10 | -0.76 | 4.54 |
| Standard Deviation(%) | NA | 29.34 | 32.15 | 32.34 | 29.66 | NA | NA | … | … | 35.72 | 27.36 | 31.38 | 35.57 | 37.61 | 23.95 | 31.76 | 25.95 | 32.72 | 15.84 | 23.04 | 22.47 | 17.41 | 20.84 | 20.59 | 27.67 | 21.94 | 28.04 | 41.26 | 22.43 | 21.25 | 19.14 | 22.90 | 35.18 | 61.34 | 35.12 | 33.87 | 42.30 | 46.13 | 34.70 | 36.37 |
| Draw Down(%) | NA | 30.23 | 40.49 | 68.84 | 75.62 | NA | NA | … | … | 17.89 | 23.40 | 17.52 | 40.49 | 62.33 | 29.76 | 30.49 | 24.35 | 44.90 | 9.92 | 19.10 | 14.90 | 11.51 | 12.78 | 15.67 | 19.67 | 14.70 | 25.19 | 32.49 | 11.56 | 15.60 | 12.99 | 17.00 | 13.83 | 66.92 | 30.04 | 22.86 | 34.79 | 53.49 | 37.12 | 16.08 |
| Yield(%) | 0.00 | 3.04 | 3.53 | 1.77 | 1.61 | 1.73 | 3.01 | … | … | 3.71 | 3.68 | 2.98 | 3.84 | 2.17 | 1.96 | 1.91 | 2.01 | 1.21 | 1.21 | 1.07 | 1.20 | 1.53 | 1.43 | 1.29 | 1.65 | 1.49 | 1.57 | 1.58 | 1.38 | 1.35 | 1.79 | 2.11 | 2.48 | 1.20 | 0.87 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/17/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMS (Fresenius Medical Care AG) |
-29.67%
Sep 1999 – Sep 2002 |
-20.69%
Oct 2017 – Oct 2022 |
-7.77%
Sep 2012 – Sep 2022 |
-2.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMS (Fresenius Medical Care AG) |
62.46%
Sep 2002 – Sep 2005 |
50.32%
Sep 2002 – Sep 2007 |
27.64%
Sep 2002 – Sep 2012 |
20.43%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart