Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUVPF (Sartorius Aktiengesellschaft) | 7.89% | 11.95% | -5.89% | -9.34% | 16.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUVPF (Sartorius Aktiengesellschaft) | 07/31/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.32 | 11.95 | -5.89 | -9.34 | 16.74 | NA | NA | … | … | 7.89 | 23.05 | -40.93 | -0.72 | -39.58 | 48.50 | 97.87 | 67.40 | 35.43 | 27.79 | 41.20 | 93.78 | -7.31 |
| Sharpe Ratio | NA | 0.08 | -0.16 | -0.22 | 0.30 | NA | NA | … | … | 0.08 | 0.32 | -0.94 | -0.08 | -0.53 | 1.06 | 2.65 | 2.34 | 0.73 | 1.28 | 1.78 | 1.83 | -1.41 |
| Standard Deviation(%) | NA | 43.95 | 56.43 | 59.01 | 48.17 | NA | NA | … | … | 46.74 | 62.45 | 47.17 | 57.12 | 77.43 | 45.79 | 36.62 | 28.17 | 46.69 | 21.38 | 23.01 | 51.32 | 11.70 |
| Draw Down(%) | NA | 23.23 | 52.65 | 72.58 | 72.58 | NA | NA | … | … | 23.23 | 24.42 | 49.29 | 51.34 | 51.12 | 22.06 | 10.93 | 12.69 | 26.11 | 7.75 | 2.05 | 0.00 | 7.31 |
| Yield(%) | 0.00 | 0.58 | 0.38 | 0.28 | 1.50 | 2.27 | 1.70 | … | … | 0.56 | 0.75 | 0.23 | 0.38 | 0.23 | 0.17 | 0.17 | 0.48 | 0.54 | 0.65 | 0.71 | 0.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUVPF (Sartorius Aktiengesellschaft) |
-30.23%
Nov 2021 – Nov 2024 |
-14.47%
Apr 2021 – Apr 2026 |
14.77%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUVPF (Sartorius Aktiengesellschaft) |
76.81%
Feb 2018 – Feb 2021 |
65.09%
Jul 2015 – Jul 2020 |
24.96%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart