Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GKSGF (Grenke AG) | -28.00% | -27.84% | -21.82% | -25.88% | NA | NA | NA | -11.21% |
Data as of 07/30/2025, AR inception is 08/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GKSGF (Grenke AG) | 08/04/2015 | 07/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.84 | -21.82 | -25.88 | NA | NA | NA | -11.21 | -28.00 | -35.67 | 64.63 | -36.31 | -24.62 | -48.99 | 11.43 | -11.52 | 79.91 | -18.38 | 26.88 |
| Sharpe Ratio | NA | -0.86 | -0.58 | -0.59 | NA | NA | NA | -0.12 | -0.99 | -0.90 | 2.10 | -1.01 | -0.51 | -0.19 | 0.27 | -0.37 | 0.52 | -0.74 | 3.68 |
| Standard Deviation(%) | NA | 36.00 | 43.69 | 47.44 | NA | NA | NA | 99.59 | 48.12 | 46.73 | 29.10 | 37.36 | 47.91 | 252.77 | 37.36 | 34.88 | 153.15 | 25.22 | 21.20 |
| Draw Down(%) | NA | 30.05 | 55.00 | 80.66 | NA | NA | NA | 94.16 | 30.05 | 37.29 | 0.00 | 37.33 | 31.86 | 85.61 | 24.36 | 36.12 | 64.39 | 27.82 | 0.00 |
| Yield(%) | 0.00 | 1.99 | 1.38 | 0.85 | 1.19 | 0.80 | 0.60 | 1.33 | 1.99 | 1.44 | 2.26 | 1.59 | 0.67 | 1.98 | 0.00 | 0.87 | 1.20 | 0.88 | 0.00 |
Data as of 07/30/2025, AR inception is 08/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GKSGF (Grenke AG) |
-37.44%
Dec 2019 - Dec 2022 |
-25.98%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GKSGF (Grenke AG) |
31.55%
Sep 2015 - Sep 2018 |
-4.50%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart