Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SARTF (Sartorius Aktiengesellschaft) -3.27% 8.80% -8.16% -14.70% 12.21% NA NA
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
SARTF (Sartorius Aktiengesellschaft) 06/19/2012 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
Annualized Return (%) 6.99 8.80 -8.16 -14.70 12.21 NA NA -3.27 23.35 -35.28 -17.09 -34.71 26.57 113.77 47.19 49.74 16.69 -1.03 171.15 4.13 335.58 0.00
Sharpe Ratio NA 0.35 -0.20 -0.24 0.23 NA NA -0.01 0.46 -0.64 -0.40 -0.60 0.35 3.11 1.16 1.27 0.69 -0.08 2.20 0.37 2.33 0.00
Standard Deviation(%) NA 31.00 51.45 54.57 48.06 NA NA 21.71 44.92 60.86 52.25 60.49 76.25 36.32 39.43 38.19 23.30 15.92 77.77 11.01 143.71 NA
Draw Down(%) NA 13.04 50.64 82.24 82.24 NA NA 10.12 31.61 42.93 49.43 50.38 43.95 14.46 18.41 16.78 7.70 13.30 0.00 5.82 0.00 0.00
Yield(%) 0.00 0.00 0.28 0.21 1.10 8.87 6.66 0.00 0.88 0.26 0.41 0.26 0.17 0.20 0.45 0.56 0.58 0.48 0.92 0.88 3.41 0.00
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SARTF (Sartorius Aktiengesellschaft) -34.29%
Sep 2021 – Sep 2024
-14.18%
Apr 2021 – Apr 2026
10.76%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SARTF (Sartorius Aktiengesellschaft) 130.83%
Dec 2012 – Dec 2015
80.32%
Mar 2013 – Mar 2018
51.77%
Aug 2012 – Aug 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return