Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLPNF (Voestalpine AG) | 3.30% | -20.80% | -3.17% | 6.41% | -3.74% | 0.28% | NA | -0.49% |
Data as of 05/22/2025, AR inception is 09/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLPNF (Voestalpine AG) | 09/21/2009 | 05/22/2025 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.80 | -3.17 | 6.41 | -3.74 | 0.28 | NA | -0.49 | 3.30 | -31.14 | 20.66 | -17.64 | -2.37 | 31.75 | -6.60 | -46.62 | 53.86 | 35.52 | -20.68 | -15.35 | 48.77 | 2.52 | -21.21 | 22.04 | -0.15 |
| Sharpe Ratio | NA | -0.96 | -0.15 | 0.11 | -0.14 | NA | NA | -0.04 | 0.24 | -1.52 | 0.36 | -0.35 | -0.09 | 0.57 | -0.30 | -1.57 | 2.68 | 0.97 | -0.57 | -0.52 | 1.96 | 0.69 | -0.14 | 0.07 | -0.08 |
| Standard Deviation(%) | NA | 25.02 | 42.25 | 38.74 | 37.53 | NA | NA | 38.02 | 23.62 | 22.88 | 47.19 | 54.20 | 25.70 | 55.31 | 26.72 | 30.59 | 19.93 | 36.52 | 36.49 | 29.60 | 24.88 | 3.41 | 147.00 | 312.67 | 14.98 |
| Draw Down(%) | NA | 28.11 | 39.06 | 58.43 | 73.72 | NA | NA | 73.72 | 8.20 | 31.14 | 24.31 | 47.25 | 26.60 | 44.87 | 28.06 | 50.87 | 4.97 | 17.19 | 36.15 | 21.68 | 10.91 | 0.00 | 41.67 | 16.37 | 0.74 |
| Yield(%) | 0.00 | 0.00 | 3.53 | 3.97 | 2.26 | 2.73 | 1.82 | 2.43 | 0.00 | 0.00 | 5.62 | 3.93 | 1.56 | 0.82 | 3.57 | 2.74 | 3.14 | 3.47 | 2.56 | 2.02 | 2.77 | 2.46 | 0.00 | 0.00 | 0.00 |
Data as of 05/22/2025, AR inception is 09/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPNF (Voestalpine AG) |
-23.61%
May 2017 - May 2020 |
-15.86%
Sep 2017 - Sep 2022 |
-3.96%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPNF (Voestalpine AG) |
25.37%
May 2020 - May 2023 |
16.85%
Feb 2013 - Feb 2018 |
5.08%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart