Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WKCMF (Wacker Chemie AG) | 46.76% | 73.95% | -1.42% | -2.41% | 5.87% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WKCMF (Wacker Chemie AG) | 04/19/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.43 | 73.95 | -1.42 | -2.41 | 5.87 | NA | NA | … | … | 46.76 | 18.11 | -38.28 | 8.70 | -10.28 | 5.77 | 87.67 | -11.67 | -53.08 | 100.53 | 21.36 | -22.97 | 1.72 | 69.17 | -13.22 |
| Sharpe Ratio | NA | 1.22 | -0.16 | -0.14 | 0.08 | NA | NA | … | … | 1.81 | 0.36 | -1.20 | 0.11 | -0.22 | 0.15 | 1.42 | -0.38 | -1.12 | 3.74 | 0.64 | -0.65 | 0.05 | 1.54 | -0.52 |
| Standard Deviation(%) | NA | 49.96 | 43.31 | 45.17 | 43.77 | NA | NA | … | … | 64.74 | 42.95 | 37.71 | 39.40 | 53.79 | 38.79 | 61.22 | 34.64 | 48.58 | 26.88 | 33.03 | 35.24 | 31.79 | 44.77 | 35.81 |
| Draw Down(%) | NA | 21.16 | 58.59 | 64.18 | 83.01 | NA | NA | … | … | 21.16 | 30.13 | 41.07 | 25.51 | 50.80 | 25.98 | 57.74 | 37.17 | 59.05 | 13.70 | 20.99 | 39.72 | 25.53 | 27.56 | 34.57 |
| Yield(%) | 0.00 | 0.00 | 1.45 | 3.22 | 4.29 | 4.15 | 3.11 | … | … | 0.00 | 3.80 | 2.59 | 10.33 | 5.59 | 1.67 | 0.78 | 3.14 | 2.72 | 2.25 | 2.67 | 1.52 | 0.63 | 0.92 | 2.84 |
Data as of 06/03/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKCMF (Wacker Chemie AG) |
-22.44%
May 2022 – May 2025 |
-13.62%
Mar 2015 – Mar 2020 |
-1.95%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKCMF (Wacker Chemie AG) |
49.96%
Mar 2020 – Mar 2023 |
27.09%
Nov 2012 – Nov 2017 |
11.83%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart