Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LDGYY (Landis+Gyr Group AG) NA 0.80% 11.52% 9.17% NA NA NA
Data as of 09/26/2025, Common starting date is 04/18/2018
More Performance Analytics Comparison
Name Start Date End Date
LDGYY (Landis+Gyr Group AG) 04/18/2018 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
Annualized Return (%) 0.00 0.80 11.52 9.17 NA NA NA 1.05 4.19 15.31 8.43 -8.40 -2.03 24.98 -9.86
Sharpe Ratio NA -0.04 0.20 0.18 NA NA NA -0.03 0.02 0.42 0.16 -0.26 -0.03 1.23 -1.26
Standard Deviation(%) NA 51.59 39.62 39.31 NA NA NA 57.06 27.52 28.29 45.25 32.01 74.96 19.18 12.09
Draw Down(%) NA 41.33 42.85 42.85 NA NA NA 38.52 16.46 21.74 28.33 21.27 46.78 0.34 9.86
Yield(%) 0.00 1.75 3.33 4.10 2.32 1.55 1.16 1.75 3.03 3.34 3.19 2.86 2.63 4.52 2.86
Data as of 09/26/2025, Common starting date is 04/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LDGYY (Landis+Gyr Group AG) -11.83%
Jun 2019 – Jun 2022
-10.58%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LDGYY (Landis+Gyr Group AG) 22.31%
May 2020 – May 2023
9.17%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return