Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLKPF (Volkswagen AG VZO O.N.) | 31.48% | 12.67% | 6.35% | 2.44% | -0.48% | 5.75% | NA | 5.98% |
Data as of 07/25/2025, AR inception is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLKPF (Volkswagen AG VZO O.N.) | 01/06/2010 | 07/25/2025 |
| 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 (%) | 14.68 | 12.67 | 6.35 | 2.44 | -0.48 | 5.75 | NA | 5.98 | 31.48 | -18.11 | 7.40 | -24.46 | 10.67 | -2.26 | 28.61 | -19.68 | 44.93 | -1.58 | -33.71 | -18.67 | 26.28 | 49.52 | -2.71 | 73.22 |
| Sharpe Ratio | NA | 0.17 | 0.07 | 0.00 | -0.05 | NA | NA | 0.12 | 0.96 | -0.54 | 0.12 | -0.56 | 0.28 | -0.04 | 0.99 | -0.62 | 1.86 | -0.04 | -0.69 | -0.80 | 1.08 | 1.42 | -0.05 | 1.61 |
| Standard Deviation(%) | NA | 55.31 | 43.11 | 42.64 | 42.16 | NA | NA | 40.34 | 62.38 | 40.55 | 32.57 | 46.31 | 37.39 | 58.00 | 27.54 | 33.96 | 23.90 | 41.30 | 48.86 | 23.43 | 24.20 | 35.20 | 50.05 | 46.14 |
| Draw Down(%) | NA | 26.03 | 37.71 | 58.79 | 58.79 | NA | NA | 61.82 | 25.30 | 34.99 | 27.65 | 43.85 | 35.62 | 52.84 | 13.87 | 32.69 | 16.74 | 27.56 | 61.52 | 30.32 | 22.29 | 21.20 | 39.43 | 20.52 |
| Yield(%) | 0.00 | 6.03 | 11.07 | 7.92 | 3.76 | 6.94 | 5.38 | 7.17 | 7.46 | 7.89 | 7.13 | 13.53 | 3.16 | 2.82 | 3.10 | 2.37 | 1.55 | 2.22 | 2.47 | 2.05 | 1.57 | 1.90 | 1.34 | 1.76 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| VLKPF (Volkswagen AG VZO O.N.) |
-20.88%
Jan 2013 - Jan 2016 |
-13.84%
Mar 2015 - Mar 2020 |
-4.75%
Nov 2014 - Nov 2024 |
4.85%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLKPF (Volkswagen AG VZO O.N.) |
41.06%
May 2010 - May 2013 |
27.27%
May 2010 - May 2015 |
9.36%
Feb 2010 - Feb 2020 |
6.84%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart