Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KUKAF (KUKA Aktiengesellschaft) | NA | 0.00% | 20.26% | 4.47% | 5.64% | NA | NA | … | … |
Data as of 02/02/2024, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KUKAF (KUKA Aktiengesellschaft) | 08/16/2012 | 02/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 20.26 | 4.47 | 5.64 | NA | NA | … | … | 0.00 | 0.00 | -8.50 | 91.50 | 17.08 | -37.89 | -58.98 | 66.18 | 0.63 | 23.55 | 52.80 | 27.70 | 46.83 |
| Sharpe Ratio | NA | 0.00 | 0.56 | 0.02 | 0.08 | NA | NA | … | … | 0.00 | 0.00 | -0.44 | 1.75 | 0.18 | -0.56 | -1.01 | 1.07 | 0.01 | 0.71 | 1.93 | 0.94 | 5.37 |
| Standard Deviation(%) | NA | 5.71 | 32.36 | 56.82 | 52.26 | NA | NA | … | … | NA | NA | 22.30 | 52.23 | 94.08 | 69.79 | 59.85 | 61.64 | 34.63 | 32.91 | 27.37 | 29.31 | 34.70 |
| Draw Down(%) | NA | 0.00 | 18.50 | 65.71 | 91.89 | NA | NA | … | … | 0.00 | 0.00 | 14.89 | 18.50 | 45.98 | 47.11 | 61.84 | 54.65 | 35.33 | 18.47 | 12.39 | 14.69 | 5.28 |
| Yield(%) | 0.00 | 0.00 | 0.17 | 0.17 | 0.59 | 0.77 | 0.58 | … | … | 0.00 | 0.00 | 0.14 | 0.24 | 0.00 | 0.49 | 0.32 | 0.53 | 0.57 | 0.54 | 0.64 | 0.54 | 0.00 |
Data as of 02/02/2024, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUKAF (KUKA Aktiengesellschaft) |
-44.01%
Oct 2017 – Oct 2020 |
-18.14%
Oct 2017 – Oct 2022 |
5.38%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUKAF (KUKA Aktiengesellschaft) |
53.47%
Oct 2014 – Oct 2017 |
50.00%
Oct 2012 – Oct 2017 |
11.12%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart