Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLLGY (HELLA GmbH & Co KgaA ADR) | -7.99% | -9.41% | 5.59% | 5.59% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLLGY (HELLA GmbH & Co KgaA ADR) | 11/09/2017 | 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 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.41 | 5.59 | 5.59 | NA | NA | NA | … | … | -7.99 | 1.63 | 5.99 | 13.35 | 16.75 | 9.95 | 15.24 | 57.84 | -37.85 | 4.72 |
| Sharpe Ratio | NA | -0.79 | 0.00 | 0.09 | NA | NA | NA | … | … | -1.84 | -0.07 | 0.08 | 0.16 | 0.40 | 0.27 | 0.25 | 1.23 | -0.87 | 1.24 |
| Standard Deviation(%) | NA | 15.18 | 40.22 | 37.52 | NA | NA | NA | … | … | 11.38 | 17.73 | 29.92 | 61.44 | 38.24 | 36.76 | 60.27 | 45.89 | 45.24 | 32.19 |
| Draw Down(%) | NA | 19.13 | 19.13 | 22.75 | NA | NA | NA | … | … | 11.03 | 13.59 | 10.78 | 18.89 | 18.26 | 19.86 | 60.33 | 31.21 | 47.80 | 5.33 |
| Yield(%) | 0.00 | 0.27 | 0.94 | 1.93 | 1.95 | 1.30 | 0.97 | … | … | 0.28 | 1.16 | 0.87 | 3.84 | 0.68 | 1.78 | 0.00 | 9.14 | 1.90 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLLGY (HELLA GmbH & Co KgaA ADR) |
-3.05%
Mar 2018 – Mar 2021 |
5.20%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLLGY (HELLA GmbH & Co KgaA ADR) |
44.92%
Mar 2020 – Mar 2023 |
27.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart