Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TKAMY (Thyssenkrupp AG ADR) | 201.97% | 231.35% | 28.00% | 10.12% | -6.59% | NA | NA | -6.52% |
Data as of 07/29/2025, AR inception is 12/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TKAMY (Thyssenkrupp AG ADR) | 12/23/2014 | 07/29/2025 |
| 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 (%) | -9.82 | 231.35 | 28.00 | 10.12 | -6.59 | NA | NA | -6.52 | 201.97 | -40.21 | 17.02 | -44.80 | 10.79 | -25.63 | -21.11 | -40.82 | 22.12 | 26.65 | -26.56 | 0.00 |
| Sharpe Ratio | NA | 3.53 | 0.60 | 0.17 | -0.14 | NA | NA | -0.14 | 10.56 | -1.06 | 0.32 | -0.75 | 0.24 | -0.31 | -0.50 | -1.21 | 0.84 | 0.76 | -0.77 | NA |
| Standard Deviation(%) | NA | 61.73 | 51.62 | 53.22 | 49.72 | NA | NA | 48.80 | 71.09 | 41.38 | 42.11 | 61.51 | 44.10 | 82.22 | 45.26 | 35.09 | 25.77 | 34.56 | 34.46 | NA |
| Draw Down(%) | NA | 27.21 | 62.82 | 77.63 | 90.18 | NA | NA | 90.18 | 21.56 | 54.97 | 21.24 | 66.61 | 36.45 | 72.21 | 44.16 | 48.47 | 20.02 | 22.20 | 43.64 | NA |
| Yield(%) | 0.00 | 4.22 | 2.61 | 1.21 | 0.44 | 0.32 | 0.24 | 0.48 | 3.79 | 2.35 | 2.57 | 0.00 | 0.00 | 0.00 | 1.00 | 0.65 | 0.67 | 0.84 | 0.34 | 0.00 |
Data as of 07/29/2025, AR inception is 12/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKAMY (Thyssenkrupp AG ADR) |
-44.13%
Sep 2017 - Sep 2020 |
-31.74%
Sep 2017 - Sep 2022 |
-14.26%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKAMY (Thyssenkrupp AG ADR) |
27.32%
Jun 2022 - Jun 2025 |
16.19%
Mar 2020 - Mar 2025 |
-7.39%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart