Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKAGY (Rhoen Klinikum AG ADR) | NA | 22.73% | -0.72% | -3.88% | -4.82% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKAGY (Rhoen Klinikum AG ADR) | 06/13/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.73 | -0.72 | -3.88 | -4.82 | NA | NA | … | … | 22.73 | 11.83 | -15.63 | -25.40 | -12.56 | 8.43 | -24.76 | -24.50 | 26.33 | 3.44 | -6.99 | 14.93 | 19.40 |
| Sharpe Ratio | NA | 0.38 | -0.08 | -0.14 | -0.17 | NA | NA | … | … | 0.49 | 0.26 | -0.40 | -0.50 | -0.46 | 0.24 | -0.91 | -0.81 | 1.05 | 0.95 | -0.25 | 1.63 | 1.75 |
| Standard Deviation(%) | NA | 51.57 | 52.21 | 44.14 | 36.38 | NA | NA | … | … | 60.15 | 31.80 | 48.79 | 53.54 | 27.57 | 33.55 | 28.95 | 32.18 | 24.56 | 3.38 | 28.46 | 9.12 | 21.70 |
| Draw Down(%) | NA | 22.25 | 35.31 | 47.29 | 71.45 | NA | NA | … | … | 22.25 | 11.24 | 30.48 | 25.40 | 18.87 | 17.55 | 37.20 | 39.75 | 5.52 | 0.00 | 21.68 | 0.00 | 3.20 |
| Yield(%) | 0.00 | 0.94 | 0.60 | 0.30 | 1.03 | 1.61 | 1.20 | … | … | 0.94 | 0.00 | 1.25 | 0.00 | 0.00 | 2.94 | 1.29 | 0.76 | 1.44 | 3.32 | 3.27 | 6.94 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKAGY (Rhoen Klinikum AG ADR) |
-20.73%
Jan 2018 – Jan 2021 |
-18.89%
Jan 2018 – Jan 2023 |
-7.46%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKAGY (Rhoen Klinikum AG ADR) |
11.63%
Jan 2015 – Jan 2018 |
7.35%
Jul 2013 – Jul 2018 |
-3.41%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart