Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKGAF (MERCK Kommanditgesellschaft auf Aktien) | 14.75% | 24.54% | -0.91% | 0.71% | 6.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKGAF (MERCK Kommanditgesellschaft auf Aktien) | 08/06/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.51 | 24.54 | -0.91 | 0.71 | 6.85 | NA | NA | … | … | 14.75 | 0.84 | -4.43 | -16.34 | -24.63 | 55.10 | 47.92 | 15.69 | -4.34 | 3.97 | 10.08 | 2.46 | 7.42 | 44.12 | 24.51 |
| Sharpe Ratio | NA | 0.34 | -0.11 | -0.08 | 0.12 | NA | NA | … | … | 0.38 | -0.04 | -0.20 | -0.51 | -0.57 | 1.38 | 0.95 | 0.66 | -0.23 | 0.18 | 0.41 | 0.11 | 0.33 | 1.84 | 2.12 |
| Standard Deviation(%) | NA | 48.18 | 45.34 | 44.08 | 38.19 | NA | NA | … | … | 50.66 | 49.12 | 41.19 | 39.58 | 45.99 | 39.92 | 49.98 | 21.52 | 25.06 | 18.82 | 23.84 | 21.97 | 22.47 | 23.95 | 34.80 |
| Draw Down(%) | NA | 24.31 | 39.54 | 52.01 | 52.01 | NA | NA | … | … | 24.31 | 24.10 | 29.56 | 32.30 | 42.64 | 18.51 | 38.10 | 15.35 | 17.66 | 16.56 | 14.47 | 26.63 | 13.81 | 6.68 | 0.00 |
| Yield(%) | 0.00 | 3.26 | 2.10 | 1.80 | 2.32 | 3.62 | 2.71 | … | … | 3.06 | 3.26 | 1.52 | 1.22 | 0.81 | 0.96 | 1.23 | 1.35 | 1.39 | 1.24 | 1.29 | 1.13 | 1.45 | 1.34 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKGAF (MERCK Kommanditgesellschaft auf Aktien) |
-15.66%
Nov 2021 – Nov 2024 |
-4.72%
Mar 2021 – Mar 2026 |
3.53%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKGAF (MERCK Kommanditgesellschaft auf Aktien) |
38.45%
Dec 2018 – Dec 2021 |
21.70%
Nov 2016 – Nov 2021 |
14.15%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart