Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OERCF (Österreichische Post AG) | NA | 15.80% | 1.00% | 5.40% | 3.36% | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 08/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OERCF (Österreichische Post AG) | 08/18/2010 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.80 | 1.00 | 5.40 | 3.36 | NA | NA | … | … | 26.93 | 5.22 | 6.20 | -25.66 | 23.37 | 2.71 | -13.33 | 2.63 | 55.20 | -24.58 | -2.83 | 5.78 | 20.83 | 53.11 | -1.94 | 20.86 |
| Sharpe Ratio | NA | 0.74 | -0.08 | 0.12 | 0.01 | NA | NA | … | … | 2.55 | 0.09 | 0.07 | -0.84 | 0.69 | 0.00 | -0.66 | 0.14 | 2.35 | -1.16 | -0.24 | 0.81 | 1.81 | 2.77 | -0.09 | 2.66 |
| Standard Deviation(%) | NA | 17.13 | 30.24 | 28.00 | 207.75 | NA | NA | … | … | 18.96 | 17.23 | 34.91 | 32.49 | 33.76 | 651.36 | 22.38 | 8.70 | 23.27 | 21.45 | 12.07 | 7.09 | 11.49 | 19.36 | 22.32 | 24.86 |
| Draw Down(%) | NA | 8.77 | 27.37 | 43.16 | 99.11 | NA | NA | … | … | 0.00 | 12.67 | 21.47 | 27.37 | 23.53 | 99.08 | 21.57 | 6.37 | 4.67 | 24.58 | 10.15 | 4.43 | 2.28 | 0.00 | 17.16 | 3.44 |
| Yield(%) | 0.00 | 12.31 | 6.09 | 6.18 | 5.23 | 8.67 | 6.50 | … | … | 13.50 | 5.94 | 5.84 | 4.50 | 4.48 | 5.64 | 4.64 | 9.45 | 6.69 | 4.28 | 3.99 | 3.95 | 4.33 | 7.71 | 5.16 | 0.00 |
Data as of 07/31/2025, Common starting date is 08/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OERCF (Österreichische Post AG) |
-11.37%
Jul 2021 – Jul 2024 |
-4.40%
Apr 2018 – Apr 2023 |
0.63%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OERCF (Österreichische Post AG) |
26.12%
Sep 2010 – Sep 2013 |
17.15%
Sep 2010 – Sep 2015 |
10.57%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart