Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIKLY (Grifols SA ADR) | 49.79% | 39.13% | -5.04% | -14.27% | -3.45% | 6.80% | NA | 3.51% |
Data as of 07/22/2025, AR inception is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIKLY (Grifols SA ADR) | 01/21/2010 | 07/22/2025 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.07 | 39.13 | -5.04 | -14.27 | -3.45 | 6.80 | NA | 3.51 | 49.79 | -43.79 | 51.30 | -37.89 | -39.87 | -13.38 | 39.85 | -8.44 | 46.13 | -13.30 | 21.12 | -15.28 | 37.80 | 99.88 | 11.82 | -17.37 |
| Sharpe Ratio | NA | 0.64 | -0.11 | -0.26 | -0.10 | NA | NA | 0.06 | 2.09 | -0.66 | 0.77 | -0.50 | -1.03 | -0.42 | 1.55 | -0.27 | 2.02 | -0.49 | 0.92 | -0.50 | 1.74 | 2.83 | 0.40 | -0.47 |
| Standard Deviation(%) | NA | 53.85 | 71.42 | 61.98 | 48.27 | NA | NA | 42.94 | 51.95 | 76.47 | 61.55 | 79.16 | 38.88 | 32.56 | 24.80 | 35.80 | 22.59 | 27.84 | 22.86 | 30.88 | 21.69 | 35.66 | 29.72 | 38.71 |
| Draw Down(%) | NA | 28.77 | 57.93 | 76.31 | 79.41 | NA | NA | 79.41 | 27.13 | 57.93 | 47.10 | 66.34 | 45.37 | 22.01 | 9.42 | 23.53 | 7.96 | 22.83 | 8.61 | 36.44 | 8.39 | 10.44 | 30.31 | 40.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.12 | 0.90 | 3.27 | 1.56 | 2.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 | 1.46 | 1.53 | 1.90 | 1.61 | 1.73 | 1.27 | 0.81 | 0.00 | 0.00 | 0.95 |
Data as of 07/22/2025, AR inception is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIKLY (Grifols SA ADR) |
-36.02%
Oct 2019 - Oct 2022 |
-24.78%
Jan 2020 - Jan 2025 |
-9.64%
Mar 2014 - Mar 2024 |
2.14%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIKLY (Grifols SA ADR) |
51.83%
Jul 2010 - Jul 2013 |
30.80%
Jun 2010 - Jun 2015 |
20.47%
Jun 2010 - Jun 2020 |
6.20%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart