Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFRY (Palfinger AG ADR) | NA | -0.84% | -10.36% | -12.71% | -2.50% | 1.73% | NA | … | … |
Data as of 04/04/2023, Common starting date is 12/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFRY (Palfinger AG ADR) | 12/22/2005 | 04/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.87 | -0.84 | -10.36 | -12.71 | -2.50 | 1.73 | NA | … | … | 44.02 | -43.51 | 37.86 | 4.59 | 11.31 | -42.58 | 58.17 | 7.66 | 5.18 | -31.43 | 74.27 | 37.54 | -50.56 | 42.49 | 34.33 | -12.99 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.06 | -0.21 | -0.31 | -0.08 | NA | NA | … | … | 4.61 | -0.95 | 1.67 | 0.11 | 0.68 | -1.32 | 2.00 | 0.26 | 0.31 | -0.78 | 2.21 | 0.70 | -1.12 | 0.78 | 0.52 | -0.38 | 0.00 | 0.00 | NA |
| Standard Deviation(%) | NA | 55.39 | 53.75 | 44.62 | 37.76 | NA | NA | … | … | 68.30 | 47.52 | 38.17 | 40.27 | 14.62 | 33.13 | 28.92 | 28.44 | 16.80 | 40.17 | 33.53 | 54.40 | 45.15 | 54.39 | 66.47 | 36.29 | NA | NA | NA |
| Draw Down(%) | NA | 50.14 | 74.29 | 74.29 | 74.29 | NA | NA | … | … | 3.56 | 51.31 | 12.75 | 32.66 | 4.82 | 42.58 | 3.01 | 12.59 | 10.37 | 52.46 | 15.67 | 30.07 | 59.71 | 33.32 | 22.03 | 33.93 | 0.00 | 0.00 | NA |
| Yield(%) | 2.79 | 2.69 | 3.08 | 1.89 | 2.27 | 2.91 | 3.51 | … | … | 3.90 | 2.14 | 1.72 | 3.94 | 2.15 | 1.24 | 2.05 | 1.58 | 2.19 | 1.50 | 2.33 | 3.21 | 0.98 | 0.00 | 2.18 | 0.00 | 15.27 | 11.29 | 0.00 |
Data as of 04/04/2023, Common starting date is 12/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFRY (Palfinger AG ADR) |
-22.32%
Oct 2019 – Oct 2022 |
-20.40%
Oct 2017 – Oct 2022 |
-2.89%
Dec 2012 – Dec 2022 |
-0.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFRY (Palfinger AG ADR) |
28.99%
Oct 2014 – Oct 2017 |
25.58%
Feb 2009 – Feb 2014 |
10.88%
Sep 2007 – Sep 2017 |
8.65%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart