Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VONHF (Vontobel Holding AG) | 21.93% | 24.41% | 6.30% | 1.17% | NA | NA | NA | 9.98% |
Data as of 07/23/2025, AR inception is 04/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VONHF (Vontobel Holding AG) | 04/16/2019 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.41 | 6.30 | 1.17 | NA | NA | NA | 9.98 | 21.93 | 7.16 | 7.05 | -24.22 | 66.98 |
| Sharpe Ratio | NA | 1.80 | 0.13 | 0.30 | NA | NA | NA | 0.23 | 2.62 | 0.67 | 0.15 | -0.76 | 0.26 |
| Standard Deviation(%) | NA | 11.80 | 22.66 | 33.67 | NA | NA | NA | 33.07 | 15.79 | 5.29 | 22.38 | 34.02 | 81.80 |
| Draw Down(%) | NA | 0.00 | 29.25 | 37.58 | NA | NA | NA | 37.58 | 0.00 | 0.00 | 17.20 | 37.58 | 0.00 |
| Yield(%) | 0.00 | 11.42 | 7.20 | 4.34 | 3.63 | 2.42 | 1.81 | 6.04 | 11.19 | 4.78 | 9.34 | 3.35 | 0.00 |
Data as of 07/23/2025, AR inception is 04/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VONHF (Vontobel Holding AG) |
-4.56%
Aug 2021 - Aug 2024 |
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 |
|---|---|---|---|---|
| VONHF (Vontobel Holding AG) |
12.46%
Jun 2021 - Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart