Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNGYX (Vontobel Global Equity Y) | 9.20% | NA | NA | NA | NA | NA | NA | 16.81% |
Data as of 07/11/2025, AR inception is 08/05/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNGYX (Vontobel Global Equity Y) | 08/05/2024 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | NA | NA | NA | NA | NA | NA | 16.81 | 9.20 | 6.97 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 1.03 | 0.89 | 1.44 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 14.57 | 17.35 | 10.12 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | 14.25 | 14.25 | 3.98 |
| Yield(%) | 0.00 | 0.47 | 0.16 | 0.09 | 0.05 | 0.03 | 0.02 | 0.47 | 0.00 | 0.47 |
Data as of 07/11/2025, AR inception is 08/05/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNGYX (Vontobel Global Equity Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNGYX (Vontobel Global Equity Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart