Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNRGF (Vienna Insurance Group AG) | 0.00% | 12.05% | 5.24% | 10.91% | NA | NA | NA | 6.77% |
Data as of 05/23/2025, AR inception is 01/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNRGF (Vienna Insurance Group AG) | 01/31/2017 | 05/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.05 | 5.24 | 10.91 | NA | NA | NA | 6.77 | 0.00 | 12.05 | 4.01 | -9.22 | 31.80 | -1.78 | 4.22 | -4.70 | 24.17 |
| Sharpe Ratio | NA | 0.28 | 0.11 | 0.47 | NA | NA | NA | 0.21 | 0.00 | 0.27 | 0.04 | -0.70 | 1.72 | -0.04 | 0.20 | -0.43 | 1.22 |
| Standard Deviation(%) | NA | 30.85 | 18.39 | 18.87 | NA | NA | NA | 23.82 | NA | 30.73 | 8.33 | 15.28 | 18.49 | 48.09 | 13.95 | 14.08 | 21.23 |
| Draw Down(%) | NA | 18.88 | 18.88 | 18.88 | NA | NA | NA | 43.29 | 0.00 | 18.88 | 5.01 | 13.46 | 0.00 | 36.81 | 9.47 | 13.88 | 2.86 |
| Yield(%) | 0.00 | 11.06 | 6.82 | 7.00 | 4.59 | 3.06 | 2.29 | 5.74 | 0.00 | 11.06 | 4.86 | 4.05 | 3.11 | 8.42 | 3.66 | 3.05 | 3.61 |
Data as of 05/23/2025, AR inception is 01/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNRGF (Vienna Insurance Group AG) |
-7.41%
Mar 2017 - Mar 2020 |
0.62%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNRGF (Vienna Insurance Group AG) |
20.89%
Mar 2020 - Mar 2023 |
16.73%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart