Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYIEF (Symrise AG) | 11.44% | -28.40% | -4.80% | -6.92% | 4.14% | 8.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYIEF (Symrise AG) | 06/26/2008 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.63 | -28.40 | -4.80 | -6.92 | 4.14 | 8.81 | NA | … | … | 11.44 | -25.20 | 0.81 | 0.34 | -26.47 | 11.19 | 31.20 | 42.54 | -9.66 | 37.86 | -8.10 | 12.09 | 36.45 | 59.98 | 12.80 | 3.45 | 19.66 | 74.41 | -37.59 |
| Sharpe Ratio | NA | -0.51 | -0.19 | -0.23 | 0.12 | NA | NA | … | … | 2.06 | -0.73 | -0.10 | -0.11 | -0.75 | 0.48 | 0.77 | 2.34 | -0.53 | 2.11 | -0.32 | 0.71 | 2.50 | 1.76 | 1.22 | 0.15 | 0.60 | 1.24 | -0.80 |
| Standard Deviation(%) | NA | 36.49 | 32.94 | 32.53 | 29.30 | NA | NA | … | … | 31.27 | 38.81 | 27.67 | 30.21 | 37.50 | 23.10 | 39.88 | 17.53 | 21.01 | 17.75 | 25.71 | 16.89 | 14.58 | 34.09 | 10.50 | 22.60 | 32.35 | 59.92 | 75.60 |
| Draw Down(%) | NA | 37.80 | 42.63 | 46.14 | 46.14 | NA | NA | … | … | 14.04 | 37.80 | 24.75 | 22.51 | 38.51 | 15.14 | 30.77 | 9.08 | 22.58 | 4.20 | 23.73 | 9.77 | 6.45 | 10.22 | 2.93 | 17.93 | 19.62 | 37.28 | 59.34 |
| Yield(%) | 0.00 | 1.18 | 1.65 | 1.11 | 1.93 | 3.71 | 4.37 | … | … | 1.78 | 2.44 | 1.10 | 1.02 | 0.71 | 0.87 | 1.02 | 1.36 | 1.25 | 1.53 | 1.34 | 1.37 | 2.10 | 2.88 | 2.97 | 3.25 | 2.78 | 4.96 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYIEF (Symrise AG) |
-10.88%
Sep 2020 – Sep 2023 |
-9.16%
Dec 2020 – Dec 2025 |
2.85%
Dec 2015 – Dec 2025 |
9.19%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYIEF (Symrise AG) |
49.91%
Feb 2009 – Feb 2012 |
43.94%
Feb 2009 – Feb 2014 |
28.25%
Feb 2009 – Feb 2019 |
20.09%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart