Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFRF (Palfinger AG) | NA | 111.85% | 30.72% | 18.89% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFRF (Palfinger AG) | 10/26/2016 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 111.85 | 30.72 | 18.89 | NA | NA | NA | … | … | 111.85 | 5.81 | -0.34 | 3.96 | 2.28 | -27.36 | -21.67 | 1.13 | 44.81 | -0.85 |
| Sharpe Ratio | NA | 2.40 | 0.88 | 0.69 | NA | NA | NA | … | … | 3.49 | 0.14 | -0.14 | 0.65 | 0.99 | -1.22 | -0.90 | -0.22 | 1.07 | -2.47 |
| Standard Deviation(%) | NA | 45.39 | 30.98 | 24.13 | NA | NA | NA | … | … | 50.19 | 15.22 | 28.15 | 3.89 | 2.27 | 22.55 | 25.68 | 1.13 | 41.56 | 2.01 |
| Draw Down(%) | NA | 12.85 | 22.40 | 22.40 | NA | NA | NA | … | … | 2.67 | 10.82 | 22.40 | 0.00 | 0.00 | 30.45 | 22.62 | 0.00 | 5.73 | 0.85 |
| Yield(%) | 0.00 | 9.17 | 5.97 | 4.79 | 2.52 | 1.68 | 1.26 | … | … | 9.17 | 5.49 | 3.86 | 3.81 | 2.23 | 1.24 | 1.23 | 1.13 | 1.95 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFRF (Palfinger AG) |
-18.44%
Nov 2017 – Nov 2020 |
-10.42%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFRF (Palfinger AG) |
30.72%
Jul 2022 – Jul 2025 |
19.30%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart