Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KRDXF (Kardex Holding AG) | NA | 26.77% | 38.71% | 15.76% | 22.21% | 21.31% | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRDXF (Kardex Holding AG) | 02/24/2010 | 09/26/2025 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 26.77 | 38.71 | 15.76 | 22.21 | 21.31 | NA | … | … | 24.39 | 27.39 | 53.44 | -49.37 | 62.03 | 31.83 | 48.09 | -0.06 | 56.09 | 0.00 | 74.11 | 11.43 | 53.93 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.54 | 0.70 | 0.28 | 0.50 | NA | NA | … | … | 0.68 | 0.38 | 1.24 | -0.88 | 1.73 | 0.73 | 1.60 | -0.05 | 1.25 | 0.00 | 2.13 | 1.83 | 1.71 | 0.00 | 0.00 | NA |
| Standard Deviation(%) | NA | 43.75 | 50.06 | 49.05 | 41.86 | NA | NA | … | … | 46.57 | 62.23 | 40.54 | 57.77 | 35.75 | 43.15 | 29.19 | 30.22 | 44.62 | NA | 34.72 | 6.23 | 31.45 | NA | NA | 0.00 |
| Draw Down(%) | NA | 30.24 | 30.24 | 57.58 | 57.58 | NA | NA | … | … | 24.93 | 21.97 | 26.41 | 57.58 | 15.61 | 39.61 | 15.54 | 23.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.86 | 1.74 | 5.19 | 8.62 | 6.46 | … | … | 0.00 | 1.98 | 2.10 | 1.55 | 1.88 | 2.69 | 3.43 | 5.85 | 0.00 | 0.00 | 3.68 | 3.64 | 16.02 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 02/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRDXF (Kardex Holding AG) |
-2.47%
Jun 2019 – Jun 2022 |
7.34%
Oct 2018 – Oct 2023 |
18.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRDXF (Kardex Holding AG) |
50.56%
Aug 2015 – Aug 2018 |
39.25%
Jun 2013 – Jun 2018 |
28.96%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart