Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHLRF (Schindler Holding AG) | -4.41% | -5.61% | 17.81% | 3.66% | 8.32% | 8.77% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHLRF (Schindler Holding AG) | 09/07/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | -5.61 | 17.81 | 3.66 | 8.32 | 8.77 | NA | … | … | -4.41 | 22.66 | 24.17 | 31.66 | -29.53 | -1.99 | 12.13 | 34.22 | -15.71 | 33.59 | 1.64 | 22.40 | -1.14 | 19.60 | 9.88 | 0.74 | 64.69 | 73.78 | -28.62 | 12.98 | 7.93 |
| Sharpe Ratio | NA | -0.25 | 0.53 | 0.05 | 0.24 | NA | NA | … | … | -0.32 | 0.64 | 0.73 | 0.91 | -0.79 | -0.08 | 0.43 | 1.45 | -0.56 | 1.77 | 0.14 | 1.06 | -0.12 | 1.00 | 0.88 | 0.03 | 1.73 | 3.02 | -0.76 | 0.95 | 1.67 |
| Standard Deviation(%) | NA | 29.44 | 30.58 | 32.18 | 28.36 | NA | NA | … | … | 33.31 | 31.12 | 27.97 | 31.09 | 39.40 | 26.50 | 27.56 | 22.66 | 30.36 | 18.72 | 9.84 | 21.02 | 9.31 | 19.54 | 11.20 | 23.16 | 37.32 | 24.42 | 38.84 | 10.44 | 14.44 |
| Draw Down(%) | NA | 17.81 | 18.04 | 54.18 | 54.18 | NA | NA | … | … | 14.62 | 14.57 | 13.74 | 18.22 | 44.12 | 21.98 | 21.33 | 9.62 | 20.32 | 2.63 | 7.42 | 2.81 | 5.13 | 8.42 | 4.23 | 20.12 | 3.51 | 0.00 | 44.88 | 4.92 | 0.44 |
| Yield(%) | 0.00 | 2.56 | 3.43 | 2.04 | 2.94 | 3.55 | 6.78 | … | … | 2.60 | 2.42 | 2.44 | 2.36 | 1.66 | 1.59 | 1.65 | 2.16 | 1.88 | 2.89 | 1.60 | 2.28 | 1.69 | 1.74 | 1.70 | 0.85 | 2.73 | 4.53 | 2.45 | 1.82 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLRF (Schindler Holding AG) |
-11.69%
Sep 2019 – Sep 2022 |
-5.90%
Sep 2017 – Sep 2022 |
4.54%
Sep 2012 – Sep 2022 |
8.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLRF (Schindler Holding AG) |
42.60%
Feb 2009 – Feb 2012 |
30.83%
Jan 2009 – Jan 2014 |
20.17%
Feb 2009 – Feb 2019 |
15.06%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart