Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SKFOF (Sika AG) | -2.96% | -25.98% | -9.81% | -8.03% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SKFOF (Sika AG) | 07/20/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.87 | -25.98 | -9.81 | -8.03 | NA | NA | NA | … | … | -2.96 | -12.00 | -24.90 | 33.58 | -39.97 | 49.63 | 53.22 | -2.03 | 35.89 |
| Sharpe Ratio | NA | -0.96 | -0.40 | -0.29 | NA | NA | NA | … | … | -0.58 | -0.49 | -0.76 | 0.73 | -0.73 | 1.46 | 1.30 | -0.08 | 1.39 |
| Standard Deviation(%) | NA | 35.77 | 36.92 | 41.47 | NA | NA | NA | … | … | 43.31 | 30.71 | 37.50 | 41.09 | 57.15 | 34.03 | 40.49 | 45.83 | 70.14 |
| Draw Down(%) | NA | 42.97 | 52.28 | 60.54 | NA | NA | NA | … | … | 24.72 | 33.22 | 31.07 | 28.92 | 53.88 | 14.09 | 26.36 | 33.94 | 17.43 |
| Yield(%) | 0.00 | 2.69 | 2.23 | 1.59 | 2.34 | 1.56 | 1.17 | … | … | 3.49 | 2.57 | 1.73 | 1.42 | 0.74 | 0.99 | 1.30 | 1.08 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKFOF (Sika AG) |
-15.55%
Dec 2021 – Dec 2024 |
-9.53%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKFOF (Sika AG) |
50.29%
Nov 2018 – Nov 2021 |
19.19%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart