Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAP (SAP SE) | -21.62% | -38.45% | 13.94% | 7.79% | 10.40% | 9.65% | 8.41% | … | … |
Data as of 06/04/2026, Common starting date is 09/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAP (SAP SE) | 09/18/1995 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.66 | -38.45 | 13.94 | 7.79 | 10.40 | 9.65 | 8.41 | … | … | -21.62 | -0.45 | 61.27 | 52.31 | -24.19 | 9.22 | -1.28 | 36.43 | -10.05 | 31.70 | 11.11 | 15.35 | -17.50 | 10.02 | 55.74 | 6.04 | 9.79 | 31.46 | -28.04 | -2.61 | 18.73 | 2.85 | 7.04 | 114.39 | -38.69 | -4.92 | -35.12 | 44.37 | 35.76 | 128.49 | -9.05 | -3.54 |
| Sharpe Ratio | NA | -1.23 | 0.34 | 0.16 | 0.30 | NA | NA | … | … | -1.16 | -0.12 | 2.31 | 2.27 | -0.77 | 0.40 | -0.03 | 1.38 | -0.47 | 2.35 | 0.50 | 0.71 | -0.92 | 0.46 | 2.38 | 0.17 | 0.42 | 0.92 | -0.60 | -0.21 | 0.62 | 0.03 | 0.23 | 2.67 | -0.64 | -0.10 | -0.54 | 0.73 | 0.56 | 3.35 | -0.30 | -0.37 |
| Standard Deviation(%) | NA | 32.89 | 28.49 | 28.36 | 28.45 | NA | NA | … | … | 43.97 | 27.44 | 24.94 | 21.64 | 33.22 | 22.84 | 46.28 | 25.25 | 24.29 | 13.25 | 21.93 | 21.52 | 18.98 | 21.90 | 23.60 | 36.03 | 23.17 | 34.15 | 48.51 | 27.76 | 24.90 | 17.69 | 26.38 | 42.63 | 62.69 | 72.14 | 72.66 | 56.48 | 57.45 | 37.03 | 41.93 | 41.81 |
| Draw Down(%) | NA | 47.71 | 47.71 | 47.71 | 51.02 | NA | NA | … | … | 34.46 | 25.00 | 10.82 | 12.28 | 42.40 | 14.49 | 37.39 | 19.46 | 24.97 | 5.46 | 12.06 | 16.70 | 24.03 | 15.69 | 21.62 | 28.20 | 17.87 | 17.92 | 49.64 | 20.21 | 22.97 | 16.40 | 21.09 | 26.16 | 74.02 | 51.57 | 62.07 | 35.64 | 49.59 | 13.95 | 31.98 | 14.29 |
| Yield(%) | 0.00 | 0.95 | 2.01 | 1.83 | 2.64 | 3.16 | 3.12 | … | … | 1.24 | 1.08 | 1.59 | 2.10 | 1.88 | 1.69 | 1.25 | 1.71 | 1.54 | 1.54 | 1.70 | 1.70 | 2.78 | 1.35 | 2.72 | 1.61 | 1.43 | 1.84 | 1.54 | 1.15 | 0.94 | 0.81 | 0.58 | 0.75 | 0.39 | 0.42 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAP (SAP SE) |
-33.36%
Feb 2000 – Feb 2003 |
-13.48%
Jul 1998 – Jul 2003 |
-3.80%
Feb 2000 – Feb 2010 |
1.12%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAP (SAP SE) |
82.93%
Jan 1997 – Jan 2000 |
40.30%
Sep 2002 – Sep 2007 |
21.83%
Sep 2002 – Sep 2012 |
18.10%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart