Performance Comparison
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