Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGYRF (Landis+Gyr Group AG) | 0.90% | -31.39% | 1.37% | 2.40% | NA | NA | NA | 2.90% |
Data as of 06/30/2025, AR inception is 01/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGYRF (Landis+Gyr Group AG) | 01/30/2019 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.39 | -31.39 | 1.37 | 2.40 | NA | NA | NA | 2.90 | 0.90 | -32.00 | 30.59 | 9.31 | 1.44 | -19.51 | 33.78 |
| Sharpe Ratio | NA | -1.10 | -0.02 | -0.02 | NA | NA | NA | 0.04 | -0.04 | -1.57 | 0.94 | 0.96 | 0.07 | -0.75 | 1.33 |
| Standard Deviation(%) | NA | 31.37 | 24.36 | 20.49 | NA | NA | NA | 23.33 | 27.65 | 24.81 | 25.71 | 9.30 | 19.34 | 26.18 | 26.86 |
| Draw Down(%) | NA | 39.05 | 39.05 | 39.05 | NA | NA | NA | 39.05 | 16.65 | 32.00 | 0.00 | 0.00 | 19.19 | 23.93 | 0.67 |
| Yield(%) | 2.34 | 1.57 | 3.63 | 3.64 | 2.34 | 1.56 | 1.17 | 3.91 | 2.30 | 3.06 | 3.52 | 4.18 | 0.00 | 2.45 | 4.97 |
Data as of 06/30/2025, AR inception is 01/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGYRF (Landis+Gyr Group AG) |
-5.29%
Jun 2019 - Jun 2022 |
-4.64%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGYRF (Landis+Gyr Group AG) |
18.13%
Sep 2020 - Sep 2023 |
11.59%
Jun 2019 - Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart