Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBERY (Geberit AG ADR) | 38.13% | 25.76% | 18.60% | 10.10% | 11.62% | NA | NA | 13.48% |
Data as of 07/16/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBERY (Geberit AG ADR) | 06/19/2012 | 07/16/2025 |
| 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 (%) | -1.16 | 25.76 | 18.60 | 10.10 | 11.62 | NA | NA | 13.48 | 38.13 | -8.99 | 39.43 | -41.14 | 32.91 | 14.41 | 47.04 | -8.03 | 12.41 | 24.36 | -2.32 | 20.26 | 48.46 | 0.00 |
| Sharpe Ratio | NA | 1.06 | 0.60 | 0.35 | 0.43 | NA | NA | 0.54 | 3.26 | -0.59 | 1.32 | -1.23 | 1.79 | 0.48 | 2.73 | -0.44 | 0.68 | 1.04 | -0.11 | 1.63 | 1.62 | 0.00 |
| Standard Deviation(%) | NA | 24.16 | 27.99 | 25.66 | 24.11 | NA | NA | 23.30 | 27.27 | 21.28 | 27.32 | 34.65 | 18.41 | 29.24 | 16.69 | 21.71 | 17.41 | 23.25 | 21.42 | 12.41 | 29.85 | NA |
| Draw Down(%) | NA | 19.31 | 25.45 | 50.87 | 50.87 | NA | NA | 50.87 | 11.55 | 15.24 | 20.27 | 49.34 | 13.22 | 29.89 | 6.84 | 21.02 | 15.72 | 12.41 | 22.37 | 5.05 | 7.69 | 0.00 |
| Yield(%) | 0.00 | 2.33 | 2.84 | 2.55 | 3.69 | 4.66 | 3.49 | 5.38 | 2.57 | 2.22 | 2.85 | 1.63 | 1.92 | 2.06 | 2.75 | 2.44 | 2.48 | 2.68 | 2.47 | 2.90 | 1.50 | 0.00 |
Data as of 07/16/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBERY (Geberit AG ADR) |
-9.27%
Dec 2021 - Dec 2024 |
0.51%
Sep 2017 - Sep 2022 |
7.42%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBERY (Geberit AG ADR) |
30.76%
Dec 2018 - Dec 2021 |
21.57%
Sep 2012 - Sep 2017 |
13.45%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart