Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADRZY (Andritz AG ADR) | 12.31% | 22.43% | 18.56% | 12.03% | 9.69% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADRZY (Andritz AG ADR) | 06/19/2012 | 06/10/2026 |
| 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 (%) | -5.56 | 22.43 | 18.56 | 12.03 | 9.69 | NA | NA | … | … | 12.31 | 58.60 | -15.08 | 12.50 | 15.54 | 15.64 | 23.41 | -5.74 | -21.87 | 14.04 | 8.64 | -8.63 | -10.71 | -5.41 | 1,323,900.00 |
| Sharpe Ratio | NA | 0.53 | 0.47 | 0.28 | 0.22 | NA | NA | … | … | 0.75 | 1.50 | -0.59 | 0.30 | 0.34 | 0.55 | 0.30 | -0.26 | -0.94 | 0.66 | 0.80 | -0.51 | -0.74 | -0.19 | 4,981,194.58 |
| Standard Deviation(%) | NA | 47.67 | 37.78 | 36.88 | 38.52 | NA | NA | … | … | 58.28 | 37.22 | 31.76 | 30.12 | 41.10 | 28.30 | 75.73 | 27.83 | 24.85 | 20.50 | 10.56 | 17.13 | 14.50 | 28.31 | 1,295.86 |
| Draw Down(%) | NA | 27.71 | 31.29 | 36.22 | 52.64 | NA | NA | … | … | 27.71 | 17.40 | 31.29 | 36.22 | 28.70 | 23.81 | 37.26 | 25.94 | 25.78 | 14.06 | 7.18 | 25.04 | 17.17 | 27.56 | 9.39 |
| Yield(%) | 0.00 | 0.00 | 3.26 | 3.32 | 3.63 | 29,516.67 | 22,137.50 | … | … | 0.00 | 5.56 | 4.51 | 3.90 | 3.47 | 2.57 | 3.49 | 4.07 | 3.38 | 3.13 | 3.16 | 1.99 | 1.12 | 2.32 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADRZY (Andritz AG ADR) |
-13.48%
Oct 2017 – Oct 2020 |
-8.59%
Mar 2015 – Mar 2020 |
-0.63%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADRZY (Andritz AG ADR) |
2,210.38%
Jul 2012 – Jul 2015 |
573.95%
Jul 2012 – Jul 2017 |
156.83%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart