Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBERF (Geberit AG) | 42.48% | 24.21% | 17.52% | 9.17% | 11.50% | NA | NA | 13.73% |
Data as of 08/01/2025, AR inception is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBERF (Geberit AG) | 02/01/2012 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 24.21 | 17.52 | 9.17 | 11.50 | NA | NA | 13.73 | 42.48 | -9.36 | 36.10 | -41.21 | 31.61 | 17.76 | 46.39 | -6.78 | 9.69 | 20.10 | 3.23 | 18.83 | 39.78 | 7.87 |
| Sharpe Ratio | NA | 0.84 | 0.50 | 0.22 | 0.33 | NA | NA | 0.46 | 3.06 | -0.56 | 1.16 | -1.06 | 0.62 | 0.49 | 2.59 | -0.42 | 0.81 | 0.89 | 0.16 | 1.14 | 1.93 | 0.87 |
| Standard Deviation(%) | NA | 26.81 | 29.14 | 35.48 | 29.63 | NA | NA | 26.95 | 29.26 | 23.20 | 28.27 | 40.40 | 50.58 | 35.54 | 17.33 | 19.64 | 11.25 | 22.41 | 20.30 | 16.48 | 20.64 | 9.96 |
| Draw Down(%) | NA | 18.92 | 22.91 | 51.70 | 51.70 | NA | NA | 51.70 | 6.36 | 14.92 | 14.42 | 49.00 | 18.23 | 29.09 | 4.92 | 20.37 | 9.04 | 10.16 | 20.92 | 13.43 | 8.11 | 5.48 |
| Yield(%) | 0.00 | 2.44 | 2.80 | 2.47 | 3.65 | 4.87 | 3.65 | 5.62 | 2.80 | 2.23 | 2.85 | 1.65 | 1.96 | 2.08 | 2.84 | 2.52 | 2.52 | 2.58 | 2.57 | 2.88 | 1.79 | 3.38 |
Data as of 08/01/2025, AR inception is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBERF (Geberit AG) |
-10.15%
Dec 2021 - Dec 2024 |
1.22%
Sep 2017 - Sep 2022 |
7.31%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBERF (Geberit AG) |
31.40%
Dec 2018 - Dec 2021 |
21.12%
Jul 2012 - Jul 2017 |
13.52%
Mar 2012 - Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart