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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VARGF (Varta AG) 0.00% 0.00% -41.66% -27.53% NA NA NA -6.00%
Data as of 07/09/2025, AR inception is 01/11/2019
More Performance Analytics Comparison
Name Start Date End Date
VARGF (Varta AG) 01/11/2019 07/09/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.00 0.00 -41.66 -27.53 NA NA NA -6.00 0.00 0.00 -80.15 -17.67 -4.00 114.80 104.72
Sharpe Ratio NA 0.00 -0.48 -0.40 NA NA NA -0.10 0.00 0.00 -0.52 -1.08 -0.13 1.64 1.49
Standard Deviation(%) NA NA 93.53 74.80 NA NA NA 76.23 NA NA 162.33 17.74 31.16 69.46 72.81
Draw Down(%) NA 0.00 80.15 87.91 NA NA NA 87.91 0.00 0.00 80.15 19.95 26.00 33.69 0.00
Yield(%) 0.00 0.00 0.00 1.06 1.83 1.22 0.92 3.06 0.00 0.00 0.00 2.21 1.92 0.00 0.00
Data as of 07/09/2025, AR inception is 01/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VARGF (Varta AG) -50.55%
Jun 2021 - Jun 2024
-27.53%
Jun 2020 - Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VARGF (Varta AG) 52.96%
Feb 2019 - Feb 2022
-7.15%
Feb 2019 - Feb 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart