Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBGYY (Mercedes-Benz Group AG) | -16.00% | -0.82% | -4.50% | 0.87% | 6.92% | 4.49% | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBGYY (Mercedes-Benz Group AG) | 10/20/2010 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | -0.82 | -4.50 | 0.87 | 6.92 | 4.49 | NA | … | … | -16.00 | 37.83 | -13.59 | 13.78 | -6.92 | 37.09 | 37.15 | 10.72 | -34.61 | 15.12 | -10.10 | 1.76 | -4.44 | 61.84 | 25.33 | -34.29 | 2.73 |
| Sharpe Ratio | NA | -0.12 | -0.29 | -0.06 | 0.15 | NA | NA | … | … | -1.24 | 1.16 | -0.71 | 0.45 | -0.20 | 1.33 | 0.56 | 0.35 | -1.43 | 0.98 | -0.35 | 0.06 | -0.19 | 2.55 | 0.72 | -0.71 | 0.44 |
| Standard Deviation(%) | NA | 27.76 | 26.48 | 30.02 | 33.51 | NA | NA | … | … | 28.06 | 30.37 | 24.22 | 22.45 | 41.85 | 27.93 | 65.81 | 26.49 | 25.21 | 14.76 | 29.63 | 27.78 | 23.55 | 24.26 | 35.29 | 48.48 | 32.99 |
| Draw Down(%) | NA | 20.17 | 33.47 | 37.03 | 72.19 | NA | NA | … | … | 20.17 | 23.21 | 29.30 | 29.37 | 37.03 | 17.53 | 58.99 | 28.40 | 42.11 | 9.10 | 30.23 | 29.02 | 26.69 | 15.89 | 33.48 | 50.45 | 8.60 |
| Yield(%) | 0.00 | 6.81 | 6.15 | 9.17 | 2.34 | 1.84 | 1.45 | … | … | 5.61 | 8.79 | 8.37 | 8.41 | 30.30 | 2.35 | 3.54 | 7.04 | 1.32 | 1.15 | 1.11 | 0.78 | 0.93 | 1.28 | 1.50 | 0.93 | 0.00 |
Data as of 06/12/2026, Common starting date is 10/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGYY (Mercedes-Benz Group AG) |
-23.24%
Mar 2017 – Mar 2020 |
-18.17%
Mar 2015 – Mar 2020 |
1.91%
Apr 2015 – Apr 2025 |
3.85%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGYY (Mercedes-Benz Group AG) |
55.39%
Mar 2020 – Mar 2023 |
27.19%
Mar 2020 – Mar 2025 |
10.76%
Dec 2011 – Dec 2021 |
5.72%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart