Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TELDF (Telefónica Deutschland Holding AG) | 9.88% | 12.66% | 5.81% | 5.64% | -0.74% | NA | NA | 1.84% |
Data as of 07/18/2025, AR inception is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TELDF (Telefónica Deutschland Holding AG) | 02/03/2014 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.66 | 5.81 | 5.64 | -0.74 | NA | NA | 1.84 | 9.88 | 15.90 | 8.07 | -8.32 | 13.79 | 5.07 | -20.89 | -19.92 | 27.45 | -16.80 | 5.00 | 15.22 |
| Sharpe Ratio | NA | 0.41 | 0.06 | 0.10 | -0.05 | NA | NA | 0.00 | 0.58 | 0.38 | 0.08 | -0.24 | 0.40 | 0.09 | -0.59 | -0.63 | 0.75 | -0.41 | 0.06 | 0.01 |
| Standard Deviation(%) | NA | 23.21 | 39.71 | 37.33 | 46.19 | NA | NA | 379.64 | 27.72 | 24.79 | 50.01 | 41.10 | 34.74 | 51.02 | 38.01 | 33.91 | 35.74 | 41.12 | 88.94 | 1,335.03 |
| Draw Down(%) | NA | 12.88 | 45.77 | 45.77 | 61.58 | NA | NA | 99.99 | 12.35 | 10.47 | 45.77 | 36.16 | 14.80 | 36.89 | 30.93 | 24.46 | 18.63 | 31.71 | 47.99 | 99.99 |
| Yield(%) | 0.00 | 0.00 | 6.80 | 6.72 | 3.93 | 3.23 | 2.42 | 4.41 | 0.00 | 15.55 | 7.92 | 6.67 | 8.15 | 6.80 | 7.12 | 6.01 | 6.14 | 5.08 | 5.05 | 8.03 |
Data as of 07/18/2025, AR inception is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TELDF (Telefónica Deutschland Holding AG) |
-17.27%
Sep 2017 - Sep 2020 |
-12.11%
Sep 2017 - Sep 2022 |
-2.22%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TELDF (Telefónica Deutschland Holding AG) |
14.72%
Mar 2020 - Mar 2023 |
8.96%
Jul 2019 - Jul 2024 |
-0.17%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart