Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTGY (SMA Solar Technology AG) | 62.16% | 217.31% | -12.40% | 4.50% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTGY (SMA Solar Technology AG) | 10/28/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.82 | 217.31 | -12.40 | 4.50 | NA | NA | NA | … | … | 62.16 | 201.48 | -78.32 | -10.78 | 69.47 | -36.50 | 37.50 |
| Sharpe Ratio | NA | 2.81 | -0.18 | 0.08 | NA | NA | NA | … | … | 5.69 | 2.29 | -1.09 | -0.23 | 0.90 | -0.34 | 7.57 |
| Standard Deviation(%) | NA | 79.54 | 75.55 | 73.44 | NA | NA | NA | … | … | 68.03 | 87.13 | 74.98 | 62.37 | 76.41 | 106.02 | 68.66 |
| Draw Down(%) | NA | 36.24 | 89.29 | 89.48 | NA | NA | NA | … | … | 25.38 | 44.57 | 81.02 | 52.37 | 38.39 | 52.16 | 10.83 |
| Yield(%) | 0.00 | 0.00 | 0.18 | 0.20 | 0.19 | 0.13 | 0.09 | … | … | 0.00 | 0.00 | 0.82 | 0.00 | 0.00 | 0.55 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTGY (SMA Solar Technology AG) |
-36.22%
Nov 2021 – Nov 2024 |
-11.68%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTGY (SMA Solar Technology AG) |
2.11%
Nov 2020 – Nov 2023 |
9.11%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart