Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCMWY (SwissCom AG) | 18.56% | 24.44% | 14.24% | 12.06% | 9.93% | 8.63% | 9.26% | … | … |
Data as of 06/04/2026, Common starting date is 10/08/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCMWY (SwissCom AG) | 10/08/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | 24.44 | 14.24 | 12.06 | 9.93 | 8.63 | 9.26 | … | … | 18.56 | 35.40 | -2.99 | 13.71 | 1.30 | 9.86 | 5.96 | 15.40 | -5.70 | 25.11 | -6.68 | -0.81 | 3.46 | 28.71 | 20.23 | -11.35 | 21.18 | 25.13 | -16.08 | 6.51 | 25.44 | -17.52 | 23.73 | 20.58 | 8.33 | 12.71 | -35.30 | -2.96 | 39.55 |
| Sharpe Ratio | NA | 1.52 | 0.68 | 0.61 | 0.52 | NA | NA | … | … | 3.00 | 1.77 | -0.39 | 0.66 | -0.01 | 0.61 | 0.22 | 1.11 | -0.46 | 2.27 | -0.38 | -0.04 | 0.20 | 1.97 | 1.15 | -0.49 | 1.13 | 0.99 | -0.47 | 0.19 | 1.49 | -1.43 | 1.46 | 1.02 | 0.31 | 0.36 | -0.84 | -0.18 | 7.32 |
| Standard Deviation(%) | NA | 18.50 | 17.79 | 17.32 | 17.23 | NA | NA | … | … | 21.06 | 18.41 | 16.76 | 15.47 | 17.79 | 16.09 | 25.83 | 12.57 | 15.50 | 10.83 | 18.25 | 22.06 | 16.95 | 14.57 | 17.66 | 23.45 | 18.63 | 25.39 | 36.04 | 17.42 | 14.90 | 13.79 | 15.57 | 19.51 | 23.44 | 29.11 | 47.05 | 35.73 | 44.01 |
| Draw Down(%) | NA | 9.35 | 16.68 | 26.82 | 26.82 | NA | NA | … | … | 8.30 | 9.35 | 15.48 | 18.88 | 26.82 | 12.14 | 16.04 | 9.83 | 18.56 | 6.17 | 20.53 | 20.70 | 14.33 | 10.88 | 8.83 | 27.91 | 15.97 | 18.27 | 33.45 | 10.27 | 8.52 | 19.50 | 10.68 | 14.54 | 17.77 | 25.45 | 51.05 | 33.95 | 9.03 |
| Yield(%) | 0.00 | 4.87 | 4.42 | 4.56 | 4.97 | 5.17 | 6.43 | … | … | 4.52 | 4.44 | 4.24 | 4.24 | 4.19 | 4.53 | 4.34 | 4.63 | 4.30 | 4.97 | 4.58 | 4.37 | 4.80 | 5.33 | 5.17 | 3.03 | 3.86 | 5.14 | 0.41 | 3.66 | 4.76 | 3.09 | 2.61 | 4.61 | 5.52 | 3.94 | 1.90 | 1.65 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/08/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMWY (SwissCom AG) |
-10.94%
Jan 1999 – Jan 2002 |
-1.85%
Jan 1999 – Jan 2004 |
-0.15%
Jan 1999 – Jan 2009 |
5.40%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCMWY (SwissCom AG) |
23.16%
Nov 2011 – Nov 2014 |
23.82%
Apr 2009 – Apr 2014 |
11.43%
Feb 2016 – Feb 2026 |
10.34%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison Chart