Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HENOY (Henkel Ag A) | -4.10% | -2.72% | 1.19% | -5.24% | -1.80% | 2.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HENOY (Henkel Ag A) | 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 (%) | -2.82 | -2.72 | 1.19 | -5.24 | -1.80 | 2.66 | NA | … | … | -4.10 | -3.90 | 11.76 | 18.69 | -11.39 | -26.37 | 13.56 | -4.37 | -15.63 | 12.87 | 8.42 | 5.60 | -7.02 | 43.50 | 44.38 | -5.20 | 20.92 | 65.39 | -41.68 | 5.94 |
| Sharpe Ratio | NA | -0.14 | -0.10 | -0.34 | -0.14 | NA | NA | … | … | -0.26 | -0.33 | 0.46 | 0.92 | -0.43 | -1.40 | 0.43 | -0.24 | -0.85 | 0.78 | 0.42 | 0.24 | -0.35 | 2.10 | 1.75 | -0.16 | 0.72 | 1.67 | -0.93 | 0.34 |
| Standard Deviation(%) | NA | 20.82 | 19.81 | 21.99 | 22.33 | NA | NA | … | … | 26.11 | 20.67 | 17.87 | 16.51 | 30.14 | 18.89 | 31.09 | 24.43 | 20.19 | 15.63 | 19.57 | 23.13 | 19.91 | 20.73 | 25.51 | 32.95 | 28.89 | 39.03 | 45.74 | 26.05 |
| Draw Down(%) | NA | 25.48 | 25.48 | 48.64 | 54.37 | NA | NA | … | … | 25.48 | 21.54 | 12.70 | 17.99 | 36.91 | 33.23 | 32.55 | 16.20 | 23.68 | 9.10 | 17.91 | 18.84 | 21.04 | 11.23 | 17.92 | 29.83 | 19.11 | 34.46 | 56.28 | 18.35 |
| Yield(%) | 0.00 | 3.01 | 2.81 | 1.88 | 1.95 | 2.82 | 3.12 | … | … | 2.97 | 2.71 | 2.50 | 2.90 | 2.50 | 1.93 | 3.98 | 1.91 | 1.67 | 1.46 | 1.56 | 1.32 | 1.48 | 1.49 | 1.75 | 1.68 | 0.91 | 2.00 | 1.52 | 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 |
|---|---|---|---|---|
| HENOY (Henkel Ag A) |
-13.18%
Mar 2017 – Mar 2020 |
-13.10%
Jun 2017 – Jun 2022 |
-2.04%
Apr 2016 – Apr 2026 |
2.60%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HENOY (Henkel Ag A) |
43.08%
Feb 2009 – Feb 2012 |
38.67%
Feb 2009 – Feb 2014 |
17.30%
Feb 2009 – Feb 2019 |
10.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart