Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUPBY (Fuchs Petrolub SE ADR) | 3.84% | -15.61% | 10.85% | 1.28% | 3.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUPBY (Fuchs Petrolub SE ADR) | 06/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | -15.61 | 10.85 | 1.28 | 3.86 | NA | NA | … | … | 3.84 | 6.60 | 1.13 | 31.38 | -20.12 | -18.28 | 20.51 | 21.82 | -21.12 | 28.81 | -8.37 | 5.98 |
| Sharpe Ratio | NA | -0.34 | 0.28 | -0.04 | 0.07 | NA | NA | … | … | 0.40 | 0.12 | -0.11 | 1.12 | -0.60 | -0.41 | 0.52 | 0.69 | -0.84 | 1.64 | -0.35 | 0.38 |
| Standard Deviation(%) | NA | 27.37 | 26.53 | 33.00 | 30.62 | NA | NA | … | … | 28.45 | 30.36 | 22.52 | 24.95 | 35.90 | 44.59 | 39.00 | 29.51 | 26.83 | 17.27 | 24.33 | 28.48 |
| Draw Down(%) | NA | 34.21 | 34.21 | 52.23 | 57.22 | NA | NA | … | … | 18.84 | 23.82 | 18.81 | 14.49 | 46.49 | 32.67 | 41.43 | 28.27 | 35.94 | 14.18 | 19.18 | 14.44 |
| Yield(%) | 0.00 | 2.58 | 4.29 | 2.79 | 3.01 | 2.01 | 1.51 | … | … | 3.17 | 3.02 | 4.48 | 3.32 | 2.52 | 2.05 | 2.12 | 2.61 | 2.02 | 2.28 | 1.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUPBY (Fuchs Petrolub SE ADR) |
-9.69%
Oct 2019 – Oct 2022 |
-13.17%
Sep 2017 – Sep 2022 |
2.05%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUPBY (Fuchs Petrolub SE ADR) |
29.80%
Jun 2022 – Jun 2025 |
9.97%
Jun 2020 – Jun 2025 |
4.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart