Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZRSEF (Zur Rose Group AG) | NA | -80.73% | -38.83% | -46.87% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZRSEF (Zur Rose Group AG) | 10/01/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.73 | -38.83 | -46.87 | NA | NA | NA | … | … | -57.08 | -68.52 | 180.12 | -89.55 | 6.97 | 156.71 | -27.86 | 0.00 |
| Sharpe Ratio | NA | -0.87 | -0.49 | -0.63 | NA | NA | NA | … | … | -0.83 | -0.89 | 2.54 | -0.96 | 0.09 | 1.48 | -0.66 | 0.00 |
| Standard Deviation(%) | NA | 96.26 | 86.48 | 81.84 | NA | NA | NA | … | … | 86.39 | 84.39 | 70.05 | 94.80 | 79.66 | 105.21 | 44.34 | NA |
| Draw Down(%) | NA | 80.73 | 90.52 | 98.13 | NA | NA | NA | … | … | 57.08 | 77.92 | 22.04 | 90.87 | 52.68 | 21.95 | 35.45 | 0.00 |
| Yield(%) | 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 09/26/2025, Common starting date is 10/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZRSEF (Zur Rose Group AG) |
-54.83%
Dec 2021 – Dec 2024 |
-49.34%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZRSEF (Zur Rose Group AG) |
45.03%
Nov 2018 – Nov 2021 |
0.61%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart