Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZMTBY (Zumtobel Group AG) | NA | -15.52% | -3.32% | -9.20% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZMTBY (Zumtobel Group AG) | 07/13/2016 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.52 | -3.32 | -9.20 | NA | NA | NA | … | … | 0.00 | -17.82 | 9.97 | -52.15 | 42.70 | 1.31 | -30.46 | 0.00 | 2.09 | 1.72 |
| Sharpe Ratio | NA | -0.74 | -0.29 | -0.30 | NA | NA | NA | … | … | 0.00 | -0.92 | 0.19 | -0.79 | 1.26 | 0.83 | -0.58 | 0.00 | 0.71 | 1.39 |
| Standard Deviation(%) | NA | 25.10 | 23.06 | 38.49 | NA | NA | NA | … | … | NA | 26.67 | 29.88 | 68.18 | 33.97 | 1.30 | 55.35 | NA | 2.07 | 2.48 |
| Draw Down(%) | NA | 21.68 | 34.26 | 58.48 | NA | NA | NA | … | … | 0.00 | 23.03 | 19.01 | 53.49 | 0.00 | 0.00 | 50.77 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.94 | 2.36 | 1.29 | 0.86 | 0.65 | … | … | 0.00 | 4.38 | 7.28 | 2.77 | 0.00 | 1.31 | 0.00 | 0.00 | 2.09 | 1.72 |
Data as of 09/26/2025, Common starting date is 07/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZMTBY (Zumtobel Group AG) |
-24.38%
Dec 2021 – Dec 2024 |
-13.62%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZMTBY (Zumtobel Group AG) |
26.87%
Jun 2019 – Jun 2022 |
2.47%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart