Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWDAF (Software Aktiengesellschaft) | NA | -6.63% | 3.50% | 2.00% | 5.47% | NA | NA | … | … |
Data as of 02/11/2025, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWDAF (Software Aktiengesellschaft) | 02/01/2013 | 02/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.63 | 3.50 | 2.00 | 5.47 | NA | NA | … | … | 0.00 | 3.54 | 55.83 | -36.21 | -8.91 | 24.44 | -1.27 | -33.45 | 57.15 | 27.24 | 7.14 | -26.57 | -1.56 |
| Sharpe Ratio | NA | -0.44 | 0.01 | 0.00 | 0.11 | NA | NA | … | … | 0.00 | 0.00 | 0.96 | -0.65 | -0.27 | 0.60 | -0.10 | -1.10 | 2.29 | 0.87 | 0.31 | -0.95 | -0.06 |
| Standard Deviation(%) | NA | 22.96 | 48.11 | 43.77 | 36.73 | NA | NA | … | … | NA | 25.15 | 54.90 | 58.16 | 33.05 | 40.07 | 26.19 | 31.68 | 24.75 | 31.08 | 23.14 | 28.06 | 29.50 |
| Draw Down(%) | NA | 19.39 | 47.91 | 63.11 | 63.56 | NA | NA | … | … | 0.00 | 19.39 | 30.87 | 49.21 | 24.72 | 32.53 | 29.08 | 41.00 | 13.07 | 20.53 | 13.33 | 35.43 | 20.93 |
| Yield(%) | 0.00 | 0.13 | 0.85 | 1.41 | 2.29 | 1.24 | 0.93 | … | … | 0.00 | 0.14 | 0.21 | 2.08 | 2.01 | 2.41 | 2.26 | 1.34 | 1.86 | 2.19 | 2.08 | 1.66 | 1.54 |
Data as of 02/11/2025, Common starting date is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDAF (Software Aktiengesellschaft) |
-15.27%
Feb 2020 – Feb 2023 |
-15.77%
Feb 2018 – Feb 2023 |
-4.58%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDAF (Software Aktiengesellschaft) |
30.24%
Mar 2015 – Mar 2018 |
13.32%
Sep 2015 – Sep 2020 |
5.70%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart