Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGLFF (SGL Carbon SE) | 39.64% | 49.59% | -15.96% | -7.92% | -8.55% | -13.37% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGLFF (SGL Carbon SE) | 02/17/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 49.59 | -15.96 | -7.92 | -8.55 | -13.37 | NA | … | … | 39.64 | -11.63 | -43.74 | -4.31 | -12.79 | 136.33 | -17.57 | -16.80 | -53.24 | 59.88 | -39.22 | -13.72 | -56.90 | 0.51 | -19.34 | 35.94 | 21.55 | 23.85 |
| Sharpe Ratio | NA | 0.64 | -0.38 | -0.14 | -0.20 | NA | NA | … | … | 1.67 | -0.23 | -1.31 | -0.24 | -0.27 | 4.29 | -0.26 | -0.33 | -1.21 | 1.30 | -0.72 | -0.32 | -1.36 | 0.01 | -0.79 | 0.75 | 0.53 | 0.44 |
| Standard Deviation(%) | NA | 73.42 | 53.66 | 53.03 | 53.30 | NA | NA | … | … | 74.07 | 64.63 | 38.68 | 35.46 | 52.89 | 64.14 | 68.47 | 55.25 | 45.08 | 45.77 | 54.58 | 43.23 | 41.99 | 35.37 | 24.57 | 47.91 | 40.67 | 62.43 |
| Draw Down(%) | NA | 36.49 | 69.01 | 76.23 | 85.53 | NA | NA | … | … | 36.49 | 36.71 | 50.80 | 38.02 | 39.67 | 22.46 | 54.02 | 54.90 | 61.10 | 24.12 | 42.40 | 28.95 | 60.31 | 38.77 | 28.70 | 27.13 | 22.56 | 34.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.51 | 0.55 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGLFF (SGL Carbon SE) |
-41.46%
Sep 2017 – Sep 2020 |
-31.32%
Mar 2015 – Mar 2020 |
-20.75%
Mar 2010 – Mar 2020 |
-15.03%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGLFF (SGL Carbon SE) |
54.22%
Mar 2020 – Mar 2023 |
11.43%
Mar 2020 – Mar 2025 |
-7.11%
Jan 2016 – Jan 2026 |
-7.34%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart