Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTGF (SMA Solar Technology AG) | NA | -53.04% | -18.18% | -4.08% | 2.37% | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTGF (SMA Solar Technology AG) | 08/06/2012 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -53.04 | -18.18 | -4.08 | 2.37 | NA | NA | … | … | 72.89 | -77.69 | -10.41 | 73.76 | -36.93 | 98.65 | 79.41 | -52.64 | 59.10 | -54.09 | 203.86 | -39.57 | 23.45 | -16.17 |
| Sharpe Ratio | NA | -0.62 | -0.31 | -0.09 | 0.02 | NA | NA | … | … | 2.78 | -1.20 | -0.32 | 1.02 | -0.82 | 1.43 | 1.77 | -0.76 | 1.35 | -0.93 | 2.68 | -0.55 | 0.49 | -0.37 |
| Standard Deviation(%) | NA | 90.79 | 68.41 | 64.52 | 62.14 | NA | NA | … | … | 104.02 | 70.06 | 45.72 | 71.61 | 45.25 | 68.26 | 44.19 | 71.34 | 43.65 | 58.42 | 76.11 | 71.41 | 47.46 | 98.22 |
| Draw Down(%) | NA | 76.47 | 88.94 | 88.94 | 88.94 | NA | NA | … | … | 28.34 | 80.36 | 51.15 | 33.33 | 48.40 | 48.30 | 18.20 | 73.80 | 10.65 | 55.42 | 32.23 | 72.29 | 32.78 | 44.62 |
| Yield(%) | 0.00 | 1.60 | 0.62 | 0.78 | 1.01 | 0.63 | 0.47 | … | … | 0.00 | 1.31 | 0.00 | 0.00 | 0.55 | 0.00 | 0.00 | 1.02 | 1.13 | 0.29 | 0.00 | 0.00 | 3.12 | 0.00 |
Data as of 05/28/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTGF (SMA Solar Technology AG) |
-36.17%
Nov 2021 – Nov 2024 |
-18.00%
Feb 2014 – Feb 2019 |
-6.89%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTGF (SMA Solar Technology AG) |
65.98%
Mar 2015 – Mar 2018 |
28.47%
Dec 2018 – Dec 2023 |
17.03%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart