Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPGF (SAP SE) | -20.90% | -37.71% | 14.83% | 8.37% | 10.60% | 9.61% | 0.78% | … | … |
Data as of 06/04/2026, Common starting date is 03/06/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPGF (SAP SE) | 03/06/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.45 | -37.71 | 14.83 | 8.37 | 10.60 | 9.61 | 0.78 | … | … | -20.90 | 2.55 | 59.56 | 50.62 | -23.83 | 9.48 | 0.08 | 36.73 | -11.12 | 28.84 | 12.68 | 14.06 | -16.34 | 8.10 | 54.56 | 4.71 | 8.36 | 40.86 | -32.93 | -1.99 | -70.86 | 4.70 | 6.65 | 119.69 | -40.30 | 21.15 | -77.86 | 12.94 | 42.62 | 119.93 | -6.55 |
| Sharpe Ratio | NA | -1.11 | 0.34 | 0.17 | 0.29 | NA | NA | … | … | -1.05 | -0.01 | 1.94 | 1.92 | -0.69 | 0.36 | 0.00 | 1.24 | -0.45 | 1.62 | 0.40 | 0.47 | -0.93 | 0.38 | 1.81 | 0.13 | 0.34 | 0.89 | -0.60 | -0.23 | -0.52 | 0.12 | 0.22 | 2.70 | -0.66 | 0.25 | -0.67 | 0.15 | 0.56 | 1.39 | -0.27 |
| Standard Deviation(%) | NA | 35.52 | 31.43 | 31.59 | 31.14 | NA | NA | … | … | 47.64 | 29.10 | 28.83 | 24.76 | 36.95 | 26.40 | 45.22 | 28.37 | 27.94 | 17.48 | 30.88 | 29.58 | 17.60 | 20.99 | 30.49 | 34.71 | 24.45 | 45.94 | 55.97 | 22.25 | 142.53 | 19.87 | 25.47 | 44.14 | 63.04 | 76.33 | 123.37 | 64.09 | 70.25 | 83.04 | 41.94 |
| Draw Down(%) | NA | 48.06 | 48.06 | 48.06 | 51.40 | NA | NA | … | … | 34.90 | 24.24 | 11.45 | 12.69 | 43.44 | 13.70 | 38.49 | 19.17 | 23.61 | 5.68 | 12.61 | 19.87 | 22.81 | 15.19 | 26.11 | 28.71 | 17.53 | 16.41 | 58.21 | 17.13 | 76.91 | 15.85 | 20.77 | 24.13 | 73.75 | 40.65 | 87.21 | 40.24 | 52.94 | 41.98 | 31.28 |
| Yield(%) | 0.00 | 1.65 | 3.19 | 2.50 | 3.17 | 3.44 | 0.79 | … | … | 2.18 | 2.08 | 1.61 | 2.15 | 1.82 | 1.72 | 1.28 | 1.52 | 1.49 | 1.56 | 1.68 | 1.73 | 1.63 | 1.06 | 1.37 | 1.18 | 1.06 | 1.47 | 1.48 | 1.15 | 1.00 | 0.78 | 0.57 | 0.90 | 0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/06/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPGF (SAP SE) |
-51.53%
Mar 2000 – Mar 2003 |
-29.36%
Jul 1998 – Jul 2003 |
-23.10%
Feb 2000 – Feb 2010 |
-13.12%
Jul 1998 – Jul 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPGF (SAP SE) |
61.77%
Feb 1997 – Feb 2000 |
22.27%
Mar 2020 – Mar 2025 |
17.63%
Jun 2015 – Jun 2025 |
16.04%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart