Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POAHY (Porsche Automobile Holding SE) | -23.91% | -10.03% | -12.45% | -18.23% | 0.62% | -0.35% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POAHY (Porsche Automobile Holding SE) | 01/21/2010 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | -10.03 | -12.45 | -18.23 | 0.62 | -0.35 | NA | … | … | -23.91 | 30.93 | -22.73 | -1.49 | -40.53 | 37.23 | 6.68 | 31.77 | -28.41 | 57.69 | 8.08 | -31.83 | -21.66 | 32.31 | 58.96 | -24.48 | 28.51 |
| Sharpe Ratio | NA | -0.53 | -0.59 | -0.68 | -0.05 | NA | NA | … | … | -1.98 | 0.99 | -1.09 | -0.22 | -0.91 | 1.08 | 0.11 | 1.18 | -0.91 | 2.64 | 0.22 | -0.75 | -0.98 | 1.18 | 1.62 | -0.40 | 0.61 |
| Standard Deviation(%) | NA | 25.21 | 25.49 | 31.56 | 34.12 | NA | NA | … | … | 25.92 | 28.56 | 24.27 | 23.71 | 46.24 | 34.54 | 56.69 | 25.67 | 32.78 | 21.71 | 36.42 | 42.22 | 22.23 | 27.28 | 36.64 | 61.29 | 49.34 |
| Draw Down(%) | NA | 27.82 | 41.00 | 67.86 | 67.86 | NA | NA | … | … | 26.28 | 20.80 | 33.12 | 26.83 | 48.73 | 30.45 | 59.07 | 15.41 | 39.66 | 18.43 | 21.43 | 58.61 | 30.90 | 23.16 | 27.96 | 49.52 | 38.96 |
| Yield(%) | 0.00 | 0.00 | 4.22 | 2.22 | 5.09 | 3.73 | 3.72 | … | … | 0.00 | 5.89 | 5.49 | 5.02 | 2.84 | 3.79 | 7.88 | 4.33 | 2.51 | 1.97 | 6.64 | 2.77 | 2.66 | 3.12 | 1.65 | 11.78 | 0.31 |
Data as of 06/11/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAHY (Porsche Automobile Holding SE) |
-23.73%
Mar 2022 – Mar 2025 |
-16.08%
Mar 2021 – Mar 2026 |
-5.06%
Mar 2015 – Mar 2025 |
-0.57%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAHY (Porsche Automobile Holding SE) |
33.95%
May 2010 – May 2013 |
23.38%
Jun 2016 – Jun 2021 |
11.92%
Sep 2011 – Sep 2021 |
4.52%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart