Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLPNY (Voestalpine AG PK) | 23.62% | 103.56% | 19.86% | 6.17% | 7.39% | 3.30% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLPNY (Voestalpine AG PK) | 01/21/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.23 | 103.56 | 19.86 | 6.17 | 7.39 | 3.30 | NA | … | … | 23.62 | 119.90 | -36.99 | 25.03 | -22.59 | 2.96 | 28.59 | -1.46 | -48.38 | 52.44 | 33.00 | -18.65 | -16.42 | 38.58 | 36.31 | -38.30 | 25.02 |
| Sharpe Ratio | NA | 2.24 | 0.38 | 0.10 | 0.16 | NA | NA | … | … | 1.50 | 1.86 | -1.06 | 0.50 | -0.49 | 0.10 | 0.52 | -0.07 | -1.28 | 2.68 | 0.82 | -0.55 | -0.61 | 1.22 | 0.76 | -0.62 | 0.40 |
| Standard Deviation(%) | NA | 49.88 | 51.58 | 48.02 | 43.74 | NA | NA | … | … | 56.90 | 63.34 | 38.27 | 43.39 | 49.43 | 29.29 | 54.13 | 41.35 | 38.89 | 19.43 | 39.80 | 33.68 | 26.74 | 31.58 | 47.95 | 61.53 | 65.90 |
| Draw Down(%) | NA | 26.70 | 49.05 | 62.18 | 76.50 | NA | NA | … | … | 26.70 | 26.88 | 41.71 | 34.66 | 54.92 | 30.20 | 49.56 | 35.92 | 54.56 | 9.57 | 18.34 | 36.56 | 24.54 | 22.93 | 36.62 | 56.46 | 46.10 |
| Yield(%) | 0.00 | 0.00 | 2.42 | 1.87 | 2.81 | 2.05 | 2.16 | … | … | 0.00 | 0.00 | 2.41 | 6.07 | 3.44 | 1.63 | 0.89 | 4.19 | 2.75 | 3.10 | 3.67 | 2.80 | 2.71 | 3.20 | 3.62 | 2.51 | 1.73 |
Data as of 06/03/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPNY (Voestalpine AG PK) |
-22.33%
Jul 2017 – Jul 2020 |
-16.84%
Sep 2017 – Sep 2022 |
-4.95%
Nov 2014 – Nov 2024 |
-0.72%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLPNY (Voestalpine AG PK) |
28.43%
Sep 2022 – Sep 2025 |
17.01%
Jul 2012 – Jul 2017 |
10.58%
Feb 2016 – Feb 2026 |
4.64%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart