Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZAKY (Powszechny Zaklad Ubezpieczen SA) | NA | 57.90% | 59.26% | 30.01% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZAKY (Powszechny Zaklad Ubezpieczen SA) | 09/16/2016 | 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 (%) | 7.39 | 57.90 | 59.26 | 30.01 | NA | NA | NA | … | … | 57.90 | 66.93 | 7.30 | 15.71 | 13.48 | 13.94 | 12.30 | 11.49 | 6.38 | -3.39 |
| Sharpe Ratio | NA | 1.64 | 0.74 | 0.47 | NA | NA | NA | … | … | 2.14 | 1.41 | 0.43 | 0.12 | 1.05 | 1.05 | 0.94 | 0.94 | 0.93 | -0.46 |
| Standard Deviation(%) | NA | 33.36 | 75.11 | 59.17 | NA | NA | NA | … | … | 38.85 | 42.75 | 7.08 | 119.77 | 12.78 | 13.02 | 11.60 | 10.89 | 6.20 | 24.75 |
| Draw Down(%) | NA | 0.33 | 51.50 | 59.41 | NA | NA | NA | … | … | 0.33 | 0.00 | 0.00 | 59.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.34 |
| Yield(%) | 6.85 | 10.07 | 18.16 | 11.20 | 8.88 | 5.92 | 4.44 | … | … | 10.10 | 13.80 | 6.81 | 5.38 | 11.84 | 0.00 | 10.95 | 10.30 | 6.00 | 7.20 |
Data as of 09/26/2025, Common starting date is 09/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZAKY (Powszechny Zaklad Ubezpieczen SA) |
-18.36%
Sep 2019 – Sep 2022 |
-7.39%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZAKY (Powszechny Zaklad Ubezpieczen SA) |
55.52%
Aug 2022 – Aug 2025 |
28.17%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart