Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSZKY (Powszechna Kasa Oszczednosci Bank Polski SA ADR) | 19.00% | 58.23% | 86.56% | 33.39% | 18.26% | 6.99% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSZKY (Powszechna Kasa Oszczednosci Bank Polski SA ADR) | 04/25/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.44 | 58.23 | 86.56 | 33.39 | 18.26 | 6.99 | NA | … | … | 19.00 | 76.30 | 209.50 | -54.03 | 3.56 | 55.37 | -37.71 | -3.03 | 6.28 | 98.33 | -12.54 | -36.95 | 2.25 | 1.53 | 13.08 | -35.88 |
| Sharpe Ratio | NA | 0.68 | 0.89 | 0.28 | 0.18 | NA | NA | … | … | 0.60 | 1.37 | 1.97 | -0.51 | 0.01 | 0.65 | -0.29 | -0.10 | 0.11 | 2.00 | -0.95 | -1.37 | 1.00 | 0.22 | 1.83 | -1.05 |
| Standard Deviation(%) | NA | 60.02 | 90.63 | 107.96 | 91.06 | NA | NA | … | … | 61.96 | 53.86 | 104.53 | 113.97 | 155.97 | 84.89 | 129.14 | 44.41 | 43.94 | 49.17 | 13.39 | 26.95 | 2.22 | 6.78 | 7.16 | 45.34 |
| Draw Down(%) | NA | 22.74 | 49.26 | 55.53 | 61.42 | NA | NA | … | … | 21.13 | 22.74 | 20.19 | 54.03 | 52.95 | 21.73 | 56.71 | 28.00 | 28.36 | 0.72 | 12.54 | 36.95 | 0.00 | 3.89 | 0.00 | 35.88 |
| Yield(%) | 0.00 | 7.83 | 15.69 | 6.85 | 4.89 | 2.16 | 1.49 | … | … | 0.00 | 10.55 | 18.47 | 0.00 | 3.44 | 0.00 | 0.00 | 2.72 | 1.25 | 0.00 | 0.00 | 0.00 | 2.20 | 5.13 | 3.55 | 2.52 |
Data as of 06/04/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSZKY (Powszechna Kasa Oszczednosci Bank Polski SA ADR) |
-23.28%
Nov 2017 – Nov 2020 |
-16.30%
Aug 2018 – Aug 2023 |
-6.13%
Sep 2013 – Sep 2023 |
7.39%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSZKY (Powszechna Kasa Oszczednosci Bank Polski SA ADR) |
90.07%
May 2023 – May 2026 |
38.44%
Nov 2020 – Nov 2025 |
18.92%
May 2016 – May 2026 |
7.39%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart