Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSNUY (Fresenius SE & Co KGaA ADR) | -20.94% | -9.80% | 18.59% | -1.99% | -3.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSNUY (Fresenius SE & Co KGaA ADR) | 05/16/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | -9.80 | 18.59 | -1.99 | -3.45 | NA | NA | … | … | -20.94 | 67.56 | 13.27 | 14.29 | -28.59 | -11.38 | -15.50 | 16.85 | -36.75 | 0.53 | 10.10 | 38.69 | -32.24 | 35.94 | 16.50 |
| Sharpe Ratio | NA | -0.31 | 0.41 | -0.17 | -0.18 | NA | NA | … | … | -1.69 | 1.70 | 0.42 | 0.37 | -0.84 | -0.50 | -0.37 | 0.56 | -1.04 | -0.01 | 0.38 | 1.59 | -0.79 | 1.74 | 0.88 |
| Standard Deviation(%) | NA | 39.29 | 30.66 | 30.92 | 30.91 | NA | NA | … | … | 30.06 | 38.21 | 22.98 | 28.91 | 35.73 | 22.88 | 41.87 | 27.47 | 36.70 | 17.58 | 25.84 | 24.34 | 40.61 | 20.59 | 31.59 |
| Draw Down(%) | NA | 51.29 | 51.29 | 64.04 | 76.03 | NA | NA | … | … | 28.99 | 40.22 | 16.08 | 22.85 | 53.55 | 33.35 | 51.15 | 23.58 | 49.06 | 19.43 | 16.08 | 11.30 | 42.44 | 12.08 | 14.78 |
| Yield(%) | 0.00 | 2.44 | 2.83 | 1.58 | 1.17 | 2.23 | 1.67 | … | … | 2.20 | 3.28 | 0.00 | 3.46 | 2.42 | 2.26 | 1.70 | 1.87 | 1.18 | 0.89 | 0.93 | 0.94 | 1.11 | 1.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNUY (Fresenius SE & Co KGaA ADR) |
-22.71%
Oct 2017 – Oct 2020 |
-21.87%
Sep 2017 – Sep 2022 |
-8.63%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNUY (Fresenius SE & Co KGaA ADR) |
60.39%
Oct 2022 – Oct 2025 |
21.84%
Oct 2020 – Oct 2025 |
3.72%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart