Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBGAF (Mercedes-Benz Group AG) | -15.63% | 0.39% | -1.10% | -1.52% | 8.51% | 7.02% | 7.74% | … | … |
Data as of 06/11/2026, Common starting date is 10/05/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBGAF (Mercedes-Benz Group AG) | 10/05/1993 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 0.39 | -1.10 | -1.52 | 8.51 | 7.02 | 7.74 | … | … | -15.63 | 51.87 | -13.31 | 14.09 | -8.17 | 13.32 | 63.24 | 11.71 | -33.44 | 20.51 | -5.52 | 4.91 | 1.37 | 65.98 | 31.20 | -33.09 | 26.79 | 42.43 | -58.04 | 60.37 | 25.06 | 12.03 | 5.06 | 60.21 | -24.72 | 2.17 | -44.89 | -16.15 | 35.53 | 5.47 | 34.64 | 3.30 | 1.29 | 4.01 |
| Sharpe Ratio | NA | -0.07 | -0.13 | -0.13 | 0.18 | NA | NA | … | … | -1.33 | 1.58 | -0.67 | 0.48 | -0.23 | 0.43 | 0.98 | 0.39 | -1.42 | 1.41 | -0.20 | 0.18 | 0.06 | 2.77 | 0.90 | -0.69 | 0.71 | 0.75 | -0.89 | 1.85 | 0.90 | 0.43 | 0.18 | 1.90 | -0.57 | -0.01 | -1.50 | -0.62 | 0.78 | 0.06 | 2.27 | -0.04 | -0.08 | 0.84 |
| Standard Deviation(%) | NA | 26.77 | 26.87 | 30.72 | 33.45 | NA | NA | … | … | 26.97 | 31.23 | 25.26 | 21.88 | 41.69 | 31.01 | 64.12 | 26.26 | 24.68 | 14.19 | 29.15 | 27.48 | 22.90 | 23.82 | 34.73 | 48.01 | 37.61 | 56.50 | 66.15 | 31.03 | 24.25 | 22.53 | 22.18 | 31.26 | 45.13 | 38.90 | 32.75 | 31.66 | 40.95 | 28.40 | 13.55 | 18.38 | 21.70 | 18.35 |
| Draw Down(%) | NA | 19.20 | 33.25 | 46.91 | 65.24 | NA | NA | … | … | 19.20 | 23.39 | 29.04 | 29.10 | 36.48 | 26.27 | 53.93 | 27.26 | 41.39 | 8.66 | 26.61 | 29.11 | 26.50 | 13.27 | 31.01 | 50.76 | 22.81 | 44.82 | 73.20 | 17.95 | 19.70 | 14.32 | 17.95 | 18.23 | 40.95 | 45.51 | 48.79 | 36.65 | 39.90 | 27.44 | 6.52 | 12.09 | 21.54 | 13.30 |
| Yield(%) | 0.00 | 6.87 | 8.45 | 6.43 | 8.98 | 7.57 | 8.97 | … | … | 5.60 | 19.05 | 8.25 | 8.49 | 6.77 | 4.16 | 4.09 | 8.33 | 6.26 | 5.56 | 5.50 | 3.80 | 7.63 | 4.67 | 5.51 | 3.20 | 0.00 | 1.83 | 4.00 | 3.85 | 4.04 | 4.83 | 0.96 | 5.83 | 2.42 | 1.16 | 3.49 | 2.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 10/05/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGAF (Mercedes-Benz Group AG) |
-26.43%
Sep 1998 – Sep 2001 |
-18.56%
Mar 1998 – Mar 2003 |
-10.21%
Feb 1999 – Feb 2009 |
-2.49%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGAF (Mercedes-Benz Group AG) |
45.06%
Mar 2020 – Mar 2023 |
36.47%
Feb 2009 – Feb 2014 |
15.61%
Nov 2011 – Nov 2021 |
15.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart