Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HENKY (Henkel AG & Co KGAA) | -4.32% | -0.63% | 2.76% | -3.77% | -1.29% | 3.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HENKY (Henkel AG & Co KGAA) | 06/21/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.28 | -0.63 | 2.76 | -3.77 | -1.29 | 3.81 | NA | … | … | -4.32 | 3.10 | 9.20 | 14.95 | -15.64 | -16.65 | 8.06 | -1.98 | -16.71 | 16.19 | 11.44 | 0.59 | -6.08 | 54.30 | 44.01 | -4.52 | 18.07 | 70.64 | -46.17 | 5.73 |
| Sharpe Ratio | NA | 0.00 | -0.02 | -0.29 | -0.10 | NA | NA | … | … | -0.35 | 0.01 | 0.31 | 0.75 | -0.64 | -0.96 | 0.23 | -0.15 | -0.91 | 0.93 | 0.56 | 0.03 | -0.33 | 2.81 | 2.04 | -0.14 | 0.64 | 1.92 | -1.04 | 0.30 |
| Standard Deviation(%) | NA | 19.01 | 19.10 | 20.36 | 21.84 | NA | NA | … | … | 22.61 | 20.60 | 18.10 | 15.20 | 26.93 | 17.31 | 33.35 | 23.46 | 19.86 | 16.76 | 19.93 | 22.09 | 18.47 | 19.34 | 21.76 | 33.59 | 28.12 | 36.68 | 45.27 | 27.44 |
| Draw Down(%) | NA | 23.49 | 23.49 | 43.03 | 52.35 | NA | NA | … | … | 23.49 | 20.28 | 14.15 | 18.04 | 35.18 | 26.93 | 39.45 | 15.35 | 25.48 | 7.65 | 16.82 | 18.22 | 18.01 | 9.35 | 15.35 | 29.74 | 19.33 | 27.05 | 59.52 | 19.75 |
| Yield(%) | 0.00 | 3.22 | 3.08 | 2.13 | 2.13 | 3.41 | 3.41 | … | … | 3.09 | 3.03 | 2.76 | 3.10 | 2.54 | 2.20 | 4.29 | 2.12 | 1.81 | 1.65 | 1.77 | 1.42 | 1.60 | 1.74 | 2.08 | 1.93 | 1.49 | 2.28 | 1.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HENKY (Henkel AG & Co KGAA) |
-12.29%
Oct 2019 – Oct 2022 |
-11.76%
Sep 2017 – Sep 2022 |
-1.70%
Feb 2014 – Feb 2024 |
3.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HENKY (Henkel AG & Co KGAA) |
38.86%
Feb 2009 – Feb 2012 |
38.66%
Feb 2009 – Feb 2014 |
17.83%
Feb 2009 – Feb 2019 |
10.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart