Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDSMY (Koninklijke DSM NV ADR) | NA | -36.68% | 3.90% | 11.39% | 12.59% | 9.82% | 13.48% | … | … |
Data as of 11/11/2022, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDSMY (Koninklijke DSM NV ADR) | 11/18/1996 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.32 | -36.68 | 3.90 | 11.39 | 12.59 | 9.82 | 13.48 | … | … | -38.71 | 32.32 | 35.22 | 61.11 | -15.16 | 58.99 | 19.02 | -16.42 | -23.51 | 27.03 | 35.01 | -19.28 | 14.54 | 93.02 | -44.87 | -4.88 | 20.59 | 24.39 | 33.33 | 9.33 | 26.26 | 6.39 | -14.10 | 25.81 | 0.00 | -2.62 | 0.00 |
| Sharpe Ratio | NA | -1.01 | 0.10 | 0.36 | 0.47 | NA | NA | … | … | -1.11 | 1.73 | 0.98 | 1.76 | -1.50 | 2.63 | -0.62 | -1.26 | -1.98 | 0.37 | 0.60 | -0.94 | -0.13 | 1.65 | -1.07 | -0.99 | -0.06 | 0.15 | 0.62 | -0.30 | 0.12 | -0.30 | -1.56 | 1.41 | 0.98 | -1.51 | 1.35 |
| Standard Deviation(%) | NA | 37.58 | 31.76 | 28.63 | 25.83 | NA | NA | … | … | 39.83 | 18.68 | 35.70 | 21.46 | 24.49 | 15.21 | 24.21 | 27.66 | 21.18 | 22.79 | 27.88 | 40.33 | 30.38 | 45.06 | 59.83 | 27.21 | 28.38 | 22.82 | 22.24 | 33.35 | 53.12 | 51.00 | 53.09 | 36.02 | 34.11 | 32.49 | 18.03 |
| Draw Down(%) | NA | 51.31 | 51.31 | 51.31 | 51.31 | NA | NA | … | … | 51.26 | 10.38 | 27.96 | 10.16 | 27.89 | 6.39 | 18.66 | 27.98 | 28.17 | 10.49 | 21.73 | 39.76 | 25.81 | 24.64 | 69.09 | 20.54 | 24.37 | 16.43 | 14.00 | 29.39 | 36.68 | 37.00 | 37.50 | 25.00 | 32.72 | 23.48 | 4.50 |
| Yield(%) | 0.00 | 1.24 | 2.15 | 3.02 | 4.33 | 4.08 | 9.28 | … | … | 1.22 | 1.61 | 2.07 | 3.21 | 2.55 | 3.25 | 3.77 | 2.99 | 2.98 | 3.27 | 3.62 | 3.45 | 3.17 | 5.72 | 4.00 | 2.69 | 3.01 | 3.47 | 4.33 | 4.26 | 1.60 | 1.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/11/2022, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDSMY (Koninklijke DSM NV ADR) |
-16.75%
Jan 2006 – Jan 2009 |
-0.57%
Jan 2011 – Jan 2016 |
4.41%
Jan 2006 – Jan 2016 |
8.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDSMY (Koninklijke DSM NV ADR) |
43.60%
Dec 2018 – Dec 2021 |
33.24%
Dec 2016 – Dec 2021 |
20.74%
Feb 2009 – Feb 2019 |
16.30%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart