Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOCFF (HOCHTIEF Aktiengesellschaft) | 49.96% | 208.08% | 99.38% | 53.05% | 25.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOCFF (HOCHTIEF Aktiengesellschaft) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.44 | 208.08 | 99.38 | 53.05 | 25.80 | NA | NA | … | … | 49.96 | 208.76 | 27.85 | 106.96 | -23.77 | -20.49 | -11.07 | -0.57 | -24.89 | 32.51 | 55.89 | 27.49 | -12.82 | 67.36 | 17.98 |
| Sharpe Ratio | NA | 3.17 | 2.10 | 1.15 | 0.59 | NA | NA | … | … | 1.84 | 4.15 | 0.83 | 3.63 | -0.54 | -0.75 | -0.19 | -0.06 | -1.34 | 2.15 | 1.41 | 1.61 | -0.55 | 1.74 | 2.31 |
| Standard Deviation(%) | NA | 58.24 | 44.41 | 42.48 | 40.02 | NA | NA | … | … | 72.94 | 49.94 | 29.08 | 28.74 | 46.80 | 27.45 | 59.36 | 32.08 | 19.74 | 14.86 | 39.50 | 17.05 | 23.20 | 38.66 | 22.32 |
| Draw Down(%) | NA | 20.64 | 29.24 | 42.96 | 67.96 | NA | NA | … | … | 20.64 | 29.24 | 13.24 | 11.92 | 38.60 | 25.03 | 50.29 | 29.86 | 28.16 | 0.53 | 5.83 | 5.92 | 23.38 | 12.10 | 2.90 |
| Yield(%) | 0.00 | 7.04 | 11.91 | 8.48 | 6.63 | 10.22 | 7.67 | … | … | 3.35 | 8.40 | 4.34 | 7.84 | 2.70 | 4.67 | 5.02 | 4.27 | 2.28 | 2.07 | 2.53 | 2.97 | 2.44 | 2.17 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOCFF (HOCHTIEF Aktiengesellschaft) |
-24.27%
Mar 2017 – Mar 2020 |
-18.56%
Sep 2017 – Sep 2022 |
3.28%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOCFF (HOCHTIEF Aktiengesellschaft) |
102.95%
Nov 2022 – Nov 2025 |
51.43%
May 2021 – May 2026 |
25.14%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart