Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDELY (HeidelbergCement AG ADR) | NA | 94.43% | 50.34% | 44.91% | 12.74% | NA | NA | … | … |
Data as of 03/14/2025, Common starting date is 11/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDELY (HeidelbergCement AG ADR) | 11/09/2010 | 03/14/2025 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.06 | 94.43 | 50.34 | 44.91 | 12.74 | NA | NA | … | … | 55.41 | 40.54 | 63.59 | -11.82 | -7.18 | 10.40 | 21.99 | -42.00 | 17.97 | 13.34 | 19.88 | -7.82 | 28.09 | 45.19 | -33.00 | 7.78 |
| Sharpe Ratio | NA | 2.81 | 1.45 | 1.00 | 0.36 | NA | NA | … | … | 16.88 | 1.36 | 2.36 | -0.32 | -0.28 | 0.18 | 0.86 | -1.75 | 0.86 | 0.45 | 0.71 | -0.31 | 0.94 | 1.07 | -0.57 | 0.60 |
| Standard Deviation(%) | NA | 31.29 | 31.70 | 36.66 | 31.96 | NA | NA | … | … | 48.56 | 25.03 | 25.42 | 40.78 | 25.40 | 55.52 | 23.86 | 24.83 | 20.20 | 28.91 | 28.14 | 24.88 | 29.75 | 42.46 | 57.85 | 115.46 |
| Draw Down(%) | NA | 15.52 | 37.86 | 56.90 | 71.24 | NA | NA | … | … | 8.67 | 15.52 | 17.90 | 47.40 | 30.74 | 57.05 | 19.27 | 47.41 | 8.33 | 18.57 | 21.35 | 29.91 | 16.96 | 33.38 | 57.52 | 29.07 |
| Yield(%) | 0.00 | 3.24 | 4.58 | 7.84 | 2.94 | 2.85 | 2.14 | … | … | 0.00 | 3.70 | 4.77 | 3.61 | 3.48 | 4.21 | 3.88 | 2.17 | 1.85 | 1.49 | 1.22 | 1.12 | 0.96 | 0.98 | 0.55 | 0.00 |
Data as of 03/14/2025, Common starting date is 11/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDELY (HeidelbergCement AG ADR) |
-21.36%
Mar 2017 – Mar 2020 |
-14.21%
Sep 2017 – Sep 2022 |
-0.24%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDELY (HeidelbergCement AG ADR) |
37.53%
Feb 2022 – Feb 2025 |
25.34%
Feb 2020 – Feb 2025 |
10.08%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart