Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLKAF (Volkswagen AG) | 25.99% | -5.27% | -7.76% | -0.94% | -2.43% | 4.91% | NA | 3.93% |
Data as of 07/17/2025, AR inception is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLKAF (Volkswagen AG) | 01/06/2010 | 07/17/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.99 | -5.27 | -7.76 | -0.94 | -2.43 | 4.91 | NA | 3.93 | 25.99 | -23.57 | -13.43 | -36.61 | 41.27 | 12.39 | 26.70 | -20.26 | 42.95 | -9.22 | -25.62 | -18.80 | 27.92 | 64.78 | -4.30 | 32.98 |
| Sharpe Ratio | NA | -0.09 | -0.26 | -0.04 | -0.09 | NA | NA | 0.08 | 1.85 | -0.86 | -0.55 | -0.78 | 0.81 | 0.23 | 0.96 | -0.64 | 1.67 | -0.28 | -0.60 | -0.80 | 0.98 | 1.98 | -0.10 | 0.87 |
| Standard Deviation(%) | NA | 34.26 | 34.54 | 40.73 | 39.26 | NA | NA | 37.42 | 35.93 | 31.69 | 31.40 | 48.91 | 51.12 | 51.82 | 26.24 | 33.87 | 25.40 | 33.65 | 42.75 | 23.53 | 28.55 | 33.03 | 44.87 | 38.52 |
| Draw Down(%) | NA | 32.12 | 49.21 | 72.28 | 72.28 | NA | NA | 72.28 | 22.37 | 42.69 | 39.03 | 49.33 | 32.73 | 46.77 | 13.69 | 34.01 | 13.96 | 22.11 | 55.37 | 27.95 | 26.93 | 20.23 | 43.17 | 27.88 |
| Yield(%) | 0.00 | 5.59 | 8.10 | 7.66 | 3.48 | 6.96 | 4.53 | 6.05 | 7.48 | 7.34 | 5.58 | 9.27 | 2.77 | 2.82 | 3.44 | 2.29 | 1.47 | 0.09 | 2.50 | 2.08 | 1.61 | 2.12 | 1.47 | 1.47 |
Data as of 07/17/2025, AR inception is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLKAF (Volkswagen AG) |
-26.45%
Oct 2021 - Oct 2024 |
-11.68%
Mar 2015 - Mar 2020 |
-5.09%
Nov 2014 - Nov 2024 |
3.99%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLKAF (Volkswagen AG) |
38.24%
May 2010 - May 2013 |
25.38%
May 2010 - May 2015 |
11.91%
Sep 2011 - Sep 2021 |
5.41%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart