Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTUAF (MTU Aero Engines AG) | -14.04% | -13.41% | 15.72% | 7.83% | 15.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTUAF (MTU Aero Engines AG) | 02/05/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | -13.41 | 15.72 | 7.83 | 15.69 | NA | NA | … | … | -14.04 | 24.14 | 56.80 | 0.81 | 7.13 | -19.88 | -7.64 | 49.18 | 38.69 | 37.26 | 23.05 | 3.03 | -2.33 |
| Sharpe Ratio | NA | -0.26 | 0.31 | 0.13 | 0.35 | NA | NA | … | … | -0.48 | 0.46 | 1.19 | -0.08 | 0.12 | -0.46 | -0.12 | 2.14 | 1.20 | 1.54 | 1.66 | 0.17 | -0.29 |
| Standard Deviation(%) | NA | 42.09 | 45.09 | 45.30 | 41.58 | NA | NA | … | … | 50.38 | 46.14 | 44.71 | 37.60 | 49.63 | 43.40 | 65.04 | 22.33 | 31.14 | 23.84 | 13.76 | 18.10 | 8.76 |
| Draw Down(%) | NA | 31.68 | 36.10 | 44.90 | 63.86 | NA | NA | … | … | 31.68 | 24.31 | 13.94 | 36.10 | 40.69 | 31.45 | 63.86 | 6.14 | 0.00 | 0.00 | 0.00 | 15.63 | 9.78 |
| Yield(%) | 0.00 | 1.04 | 1.63 | 1.37 | 2.84 | 2.32 | 1.74 | … | … | 0.97 | 1.51 | 1.11 | 1.71 | 1.10 | 0.49 | 0.02 | 1.50 | 1.65 | 1.84 | 1.99 | 1.73 | 1.55 |
Data as of 06/04/2026, Common starting date is 02/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTUAF (MTU Aero Engines AG) |
-17.48%
Sep 2019 – Sep 2022 |
1.93%
Aug 2019 – Aug 2024 |
11.59%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTUAF (MTU Aero Engines AG) |
47.74%
Sep 2022 – Sep 2025 |
31.60%
Jan 2015 – Jan 2020 |
19.52%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart