Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POAHF (Porsche Automobil Holding SE) | -22.58% | -5.39% | -10.64% | -18.52% | -1.85% | -2.56% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POAHF (Porsche Automobil Holding SE) | 09/12/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.95 | -5.39 | -10.64 | -18.52 | -1.85 | -2.56 | NA | … | … | -22.58 | 29.87 | -21.82 | -1.05 | -39.99 | 38.94 | -5.08 | 27.82 | -29.81 | 52.77 | 0.58 | -31.99 | -22.44 | 27.45 | 54.75 | -33.63 | 29.19 | -23.13 | -35.74 |
| Sharpe Ratio | NA | -0.19 | -0.31 | -0.47 | -0.07 | NA | NA | … | … | -0.93 | 0.66 | -0.70 | -0.16 | -0.90 | 0.97 | -0.09 | 0.91 | -0.88 | 2.25 | 0.01 | -0.75 | -0.98 | 0.97 | 1.39 | -0.53 | 0.55 | -0.33 | -0.66 |
| Standard Deviation(%) | NA | 39.70 | 37.87 | 39.23 | 38.59 | NA | NA | … | … | 43.41 | 40.97 | 36.26 | 30.35 | 46.37 | 40.01 | 56.59 | 29.10 | 35.46 | 23.23 | 36.75 | 42.88 | 22.95 | 28.13 | 39.82 | 63.51 | 52.45 | 69.65 | 117.66 |
| Draw Down(%) | NA | 27.23 | 42.31 | 68.57 | 68.57 | NA | NA | … | … | 26.74 | 22.82 | 35.54 | 28.16 | 48.93 | 30.49 | 57.83 | 16.45 | 40.56 | 17.16 | 23.02 | 59.01 | 33.10 | 23.99 | 29.47 | 57.22 | 46.13 | 53.75 | 58.17 |
| Yield(%) | 0.00 | 0.00 | 4.37 | 2.10 | 2.78 | 1.51 | 0.63 | … | … | 0.00 | 5.76 | 5.35 | 4.97 | 2.68 | 3.77 | 3.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAHF (Porsche Automobil Holding SE) |
-23.60%
Mar 2022 – Mar 2025 |
-16.41%
Mar 2021 – Mar 2026 |
-7.30%
Mar 2015 – Mar 2025 |
-3.70%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAHF (Porsche Automobil Holding SE) |
24.73%
May 2010 – May 2013 |
20.84%
Feb 2009 – Feb 2014 |
7.66%
Sep 2011 – Sep 2021 |
2.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart