Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIBVY (VIB Vermögen AG) | NA | 5.43% | -1.59% | 11.88% | NA | NA | NA | 9.86% |
Data as of 07/10/2023, AR inception is 09/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIBVY (VIB Vermögen AG) | 09/28/2015 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.43 | -1.59 | 11.88 | NA | NA | NA | 9.86 | 0.00 | 11.50 | 0.00 | 7.23 | 61.47 | 0.00 | 0.00 | 0.00 | 0.05 |
| Sharpe Ratio | NA | 0.37 | -0.24 | 0.46 | NA | NA | NA | 0.43 | 0.00 | 1.32 | 0.00 | 1.00 | 1.29 | 0.00 | 0.00 | 0.00 | 1.24 |
| Standard Deviation(%) | NA | 5.30 | 11.64 | 22.99 | NA | NA | NA | 18.52 | NA | 7.70 | NA | 6.97 | 46.43 | NA | NA | NA | 0.10 |
| Draw Down(%) | NA | 0.00 | 16.74 | 16.74 | NA | NA | NA | 16.74 | 0.00 | 0.00 | 0.00 | 0.00 | 1.58 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.61 | 2.68 | 4.36 | 3.16 | 2.11 | 1.58 | 4.51 | 0.00 | 5.37 | 2.67 | 2.53 | 3.78 | 3.62 | 3.23 | 2.94 | 0.00 |
Data as of 07/10/2023, AR inception is 09/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIBVY (VIB Vermögen AG) |
-0.82%
Jan 2020 - Jan 2023 |
10.96%
Aug 2016 - Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIBVY (VIB Vermögen AG) |
24.34%
Jan 2017 - Jan 2020 |
15.16%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart