Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KNNGF (KION GROUP AG) | NA | -5.39% | -3.37% | -0.08% | NA | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 06/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KNNGF (KION GROUP AG) | 06/01/2018 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 29.37 | -5.39 | -3.37 | -0.08 | NA | NA | NA | … | … | 38.84 | -22.98 | 52.45 | -73.72 | 27.38 | 26.09 | 38.83 | -37.01 |
| Sharpe Ratio | NA | -0.12 | -0.10 | -0.04 | NA | NA | NA | … | … | 0.94 | -0.88 | 0.78 | -1.09 | 1.12 | 0.45 | 0.72 | -1.66 |
| Standard Deviation(%) | NA | 86.72 | 69.93 | 62.04 | NA | NA | NA | … | … | 131.00 | 30.17 | 62.94 | 68.78 | 24.51 | 56.72 | 51.88 | 34.12 |
| Draw Down(%) | NA | 37.13 | 63.75 | 83.09 | NA | NA | NA | … | … | 37.13 | 37.51 | 24.88 | 82.87 | 15.45 | 47.13 | 31.75 | 40.40 |
| Yield(%) | 0.00 | 2.96 | 1.06 | 1.47 | 0.59 | 0.39 | 0.30 | … | … | 0.00 | 3.39 | 0.67 | 1.35 | 0.46 | 0.06 | 2.32 | 0.00 |
Data as of 05/28/2025, Common starting date is 06/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNNGF (KION GROUP AG) |
-32.08%
Dec 2021 – Dec 2024 |
-12.83%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNNGF (KION GROUP AG) |
30.64%
Dec 2018 – Dec 2021 |
5.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart