Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HELFY (HelloFresh SE) | -33.90% | -58.36% | -39.56% | -44.88% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HELFY (HelloFresh SE) | 04/20/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.68 | -58.36 | -39.56 | -44.88 | NA | NA | NA | … | … | -33.90 | -43.43 | -23.45 | -28.28 | -71.60 | -16.81 |
| Sharpe Ratio | NA | -0.95 | -0.65 | -0.68 | NA | NA | NA | … | … | -0.92 | -0.78 | -0.31 | -0.55 | -0.98 | -0.37 |
| Standard Deviation(%) | NA | 64.89 | 68.81 | 68.86 | NA | NA | NA | … | … | 69.69 | 60.36 | 81.98 | 59.20 | 74.35 | 62.66 |
| Draw Down(%) | NA | 68.20 | 89.27 | 96.72 | NA | NA | NA | … | … | 45.51 | 57.67 | 69.85 | 58.52 | 74.89 | 35.64 |
| 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 |
Data as of 06/03/2026, Common starting date is 04/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELFY (HelloFresh SE) |
-63.26%
Jun 2021 – Jun 2024 |
-44.36%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELFY (HelloFresh SE) |
-25.80%
Sep 2022 – Sep 2025 |
-44.36%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart