Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUPEF (Fuchs Petrolub SE) | 3.69% | 29.50% | 11.66% | 2.46% | 4.05% | NA | NA | … | … |
Data as of 05/08/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUPEF (Fuchs Petrolub SE) | 06/19/2012 | 05/08/2026 |
| 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 (%) | 3.69 | 29.50 | 11.66 | 2.46 | 4.05 | NA | NA | … | … | 3.69 | 30.17 | 4.36 | 35.16 | -21.40 | -23.14 | 3.38 | 4.42 | -7.84 | 29.31 | 1.13 | 4.62 | -12.82 | 102.69 | 0.00 |
| Sharpe Ratio | NA | 1.38 | 0.44 | 0.00 | 0.08 | NA | NA | … | … | 1.28 | 0.93 | 0.07 | 0.62 | -0.83 | -1.24 | 0.07 | 0.13 | -0.32 | 1.76 | 0.07 | 0.35 | -0.31 | 2.09 | 0.00 |
| Standard Deviation(%) | NA | 19.46 | 18.84 | 30.85 | 29.21 | NA | NA | … | … | 6.47 | 29.59 | 11.00 | 51.30 | 27.56 | 18.71 | 46.04 | 23.39 | 28.72 | 16.32 | 13.05 | 13.03 | 41.01 | 49.11 | NA |
| Draw Down(%) | NA | 0.00 | 14.61 | 43.53 | 50.47 | NA | NA | … | … | 0.00 | 14.61 | 7.02 | 25.17 | 29.74 | 24.53 | 37.92 | 21.09 | 20.20 | 6.68 | 7.39 | 8.71 | 29.92 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 7.85 | 3.73 | 2.65 | 2.89 | 4.17 | 3.12 | … | … | 3.56 | 7.85 | 3.37 | 4.25 | 3.10 | 2.24 | 2.38 | 2.45 | 2.25 | 2.35 | 2.14 | 2.05 | 1.60 | 2.92 | 0.00 |
Data as of 05/08/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUPEF (Fuchs Petrolub SE) |
-14.96%
Jan 2020 – Jan 2023 |
-10.92%
Sep 2017 – Sep 2022 |
-0.32%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUPEF (Fuchs Petrolub SE) |
22.73%
Jul 2012 – Jul 2015 |
22.07%
Aug 2013 – Aug 2018 |
6.90%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart