Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VNNVF (Vonovia SE) | NA | 0.86% | -2.14% | -4.99% | 2.71% | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNNVF (Vonovia SE) | 11/01/2013 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.08 | 0.86 | -2.14 | -4.99 | 2.71 | NA | NA | … | … | 8.64 | -3.31 | 46.67 | -56.00 | -19.34 | 38.19 | 17.18 | 6.13 | 45.69 | 0.00 | -3.34 | 21.62 | 0.00 |
| Sharpe Ratio | NA | -0.05 | -0.10 | -0.13 | 0.02 | NA | NA | … | … | 0.55 | -0.14 | 0.95 | -1.05 | -0.36 | 0.58 | 0.82 | 0.17 | 0.38 | 0.00 | -0.31 | 1.65 | 0.00 |
| Standard Deviation(%) | NA | 46.15 | 49.81 | 51.98 | 55.55 | NA | NA | … | … | 36.27 | 49.98 | 45.74 | 55.01 | 53.10 | 65.63 | 19.26 | 27.59 | 120.09 | NA | 10.97 | 13.09 | NA |
| Draw Down(%) | NA | 30.72 | 55.77 | 75.56 | 75.56 | NA | NA | … | … | 17.90 | 24.32 | 44.86 | 67.95 | 28.57 | 28.62 | 11.50 | 13.21 | 50.00 | 0.00 | 9.22 | 9.28 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.77 | 2.97 | 2.90 | 2.38 | 1.79 | … | … | 0.00 | 3.39 | 3.92 | 3.31 | 2.84 | 3.40 | 3.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/28/2025, Common starting date is 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNNVF (Vonovia SE) |
-26.87%
Aug 2020 – Aug 2023 |
-16.33%
Mar 2018 – Mar 2023 |
0.78%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNNVF (Vonovia SE) |
24.56%
Feb 2017 – Feb 2020 |
20.35%
Aug 2015 – Aug 2020 |
5.24%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart