Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OEZVY (Verbund AG ADR) | 11.25% | -3.92% | -4.27% | 17.24% | 20.80% | 8.94% | NA | 7.34% |
Data as of 07/11/2025, AR inception is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEZVY (Verbund AG ADR) | 01/21/2010 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.13 | -3.92 | -4.27 | 17.24 | 20.80 | 8.94 | NA | 7.34 | 11.25 | -17.25 | 16.03 | -24.59 | 33.01 | 61.70 | 27.23 | 91.27 | 40.61 | 25.17 | -27.25 | -1.61 | -14.41 | -3.24 | -28.25 | -8.34 |
| Sharpe Ratio | NA | -0.13 | -0.15 | 0.29 | 0.39 | NA | NA | 0.13 | 0.41 | -0.39 | 0.27 | -0.43 | 0.71 | 0.73 | 0.75 | 1.97 | 1.52 | 0.63 | -0.83 | -0.06 | -0.44 | -0.09 | -0.68 | -0.19 |
| Standard Deviation(%) | NA | 55.33 | 50.81 | 52.92 | 50.07 | NA | NA | 45.91 | 48.21 | 53.77 | 46.68 | 61.02 | 46.43 | 83.91 | 34.28 | 45.88 | 26.50 | 39.78 | 32.77 | 25.33 | 33.11 | 36.30 | 41.67 | 46.25 |
| Draw Down(%) | NA | 28.81 | 37.98 | 41.35 | 50.12 | NA | NA | 70.94 | 14.54 | 29.09 | 16.25 | 38.52 | 29.37 | 43.44 | 20.33 | 25.44 | 9.02 | 17.80 | 28.70 | 13.12 | 27.04 | 40.83 | 49.62 | 30.23 |
| Yield(%) | 0.00 | 3.64 | 3.75 | 6.55 | 10.53 | 4.03 | 2.52 | 3.35 | 4.14 | 4.96 | 4.67 | 0.99 | 1.04 | 1.45 | 1.10 | 2.20 | 1.91 | 2.97 | 1.70 | 6.64 | 2.92 | 2.59 | 2.09 | 3.91 |
Data as of 07/11/2025, AR inception is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEZVY (Verbund AG ADR) |
-20.95%
Apr 2011 - Apr 2014 |
-18.38%
Feb 2011 - Feb 2016 |
2.36%
Mar 2010 - Mar 2020 |
7.17%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEZVY (Verbund AG ADR) |
63.36%
Jan 2016 - Jan 2019 |
52.66%
Feb 2017 - Feb 2022 |
21.68%
Jul 2012 - Jul 2022 |
9.52%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart