Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWAGY (Volkswagen AG 1/10 ADR) | 25.69% | -3.21% | -6.34% | 0.13% | -2.70% | 4.45% | 6.59% | 6.89% |
Data as of 07/11/2025, AR inception is 01/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWAGY (Volkswagen AG 1/10 ADR) | 01/03/2003 | 07/11/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.83 | -3.21 | -6.34 | 0.13 | -2.70 | 4.45 | 6.59 | 6.89 | 25.69 | -21.79 | -12.10 | -37.60 | 43.73 | 11.50 | 27.60 | -22.84 | 40.96 | -7.39 | -28.07 | -21.28 | 25.83 | 62.87 | -6.51 | 27.74 | -68.76 | 58.82 | 99.34 | 116.27 | 15.47 | -18.83 | 40.25 |
| Sharpe Ratio | NA | -0.21 | -0.30 | -0.05 | -0.12 | NA | NA | 0.12 | 1.66 | -0.87 | -0.55 | -0.82 | 0.92 | 0.24 | 1.14 | -0.81 | 2.02 | -0.24 | -0.65 | -0.98 | 1.00 | 1.98 | -0.14 | 0.77 | -1.16 | 0.43 | 3.13 | 3.52 | 0.55 | -0.72 | 1.08 |
| Standard Deviation(%) | NA | 30.06 | 31.78 | 38.20 | 36.50 | NA | NA | 44.70 | 31.51 | 29.32 | 28.92 | 47.90 | 47.40 | 47.18 | 22.83 | 30.19 | 20.03 | 32.28 | 43.25 | 21.75 | 25.77 | 31.97 | 46.84 | 36.00 | 59.56 | 134.17 | 30.93 | 32.22 | 23.86 | 27.56 | 36.85 |
| Draw Down(%) | NA | 31.25 | 48.91 | 70.14 | 70.14 | NA | NA | 92.73 | 22.28 | 43.57 | 38.10 | 48.87 | 27.64 | 45.67 | 13.30 | 36.81 | 13.87 | 19.61 | 56.06 | 30.80 | 27.83 | 18.77 | 41.58 | 28.91 | 73.97 | 69.66 | 24.18 | 21.36 | 19.37 | 33.04 | 24.70 |
| Yield(%) | 0.00 | 5.61 | 8.10 | 7.81 | 3.10 | 5.22 | 7.30 | 8.01 | 7.59 | 7.41 | 5.76 | 9.05 | 2.86 | 2.83 | 3.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 01/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWAGY (Volkswagen AG 1/10 ADR) |
-36.42%
Oct 2008 - Oct 2011 |
-16.68%
Oct 2008 - Oct 2013 |
-12.29%
Oct 2008 - Oct 2018 |
-8.78%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWAGY (Volkswagen AG 1/10 ADR) |
124.38%
Oct 2005 - Oct 2008 |
64.92%
Oct 2003 - Oct 2008 |
19.79%
Apr 2005 - Apr 2015 |
13.18%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart