Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBGRF (Heidelberger Druckmaschinen Aktiengesellschaft) | NA | 34.06% | -1.23% | 26.07% | -3.17% | NA | NA | … | … |
Data as of 08/22/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBGRF (Heidelberger Druckmaschinen Aktiengesellschaft) | 06/19/2012 | 08/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.06 | -1.23 | 26.07 | -3.17 | NA | NA | … | … | 34.06 | 6.15 | -7.14 | -53.60 | 69.59 | -25.65 | -51.06 | -30.88 | 25.82 | 11.66 | -3.20 | -30.56 | 123.60 | -6.15 |
| Sharpe Ratio | NA | 0.65 | -0.11 | 0.41 | -0.09 | NA | NA | … | … | 0.93 | -0.01 | -0.40 | -1.12 | 1.41 | -0.31 | -0.96 | -1.22 | 0.66 | 0.33 | -0.09 | -1.16 | 1.96 | -0.33 |
| Standard Deviation(%) | NA | 47.60 | 42.18 | 58.53 | 53.55 | NA | NA | … | … | 59.54 | 35.50 | 28.89 | 49.09 | 91.08 | 82.31 | 54.62 | 26.37 | 38.53 | 34.59 | 36.25 | 26.36 | 62.97 | 34.89 |
| Draw Down(%) | NA | 26.81 | 47.40 | 66.56 | 85.81 | NA | NA | … | … | 26.81 | 22.31 | 31.58 | 53.64 | 17.79 | 50.43 | 51.06 | 30.88 | 15.37 | 16.87 | 19.86 | 33.33 | 30.11 | 20.14 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/22/2025, 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 |
|---|---|---|---|---|
| HBGRF (Heidelberger Druckmaschinen Aktiengesellschaft) |
-47.84%
Sep 2017 – Sep 2020 |
-27.92%
Oct 2015 – Oct 2020 |
-10.60%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBGRF (Heidelberger Druckmaschinen Aktiengesellschaft) |
48.43%
Apr 2020 – Apr 2023 |
26.07%
Jun 2020 – Jun 2025 |
3.43%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart