Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIAGF (Aurubis AG) | 37.15% | 129.36% | 32.18% | 20.39% | 14.47% | 11.91% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIAGF (Aurubis AG) | 04/27/2010 | 06/05/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 129.36 | 32.18 | 20.39 | 14.47 | 11.91 | NA | … | … | 37.15 | 86.54 | -5.32 | 2.88 | -0.96 | 127.78 | 3.20 | -20.18 | -5.04 | 2.41 | -13.20 | 28.76 | -14.73 | 2.19 | 25.26 | -4.58 | 3.89 |
| Sharpe Ratio | NA | 2.80 | 0.80 | 0.37 | 0.25 | NA | NA | … | … | 2.20 | 2.39 | -0.28 | -0.02 | -0.03 | 1.73 | 0.94 | -0.92 | -0.07 | 0.74 | -0.81 | 1.37 | -0.80 | 0.99 | 1.63 | -0.21 | 0.20 |
| Standard Deviation(%) | NA | 45.26 | 36.25 | 48.61 | 50.79 | NA | NA | … | … | 48.48 | 35.72 | 31.58 | 47.91 | 73.01 | 94.41 | 3.14 | 23.48 | 87.38 | 2.39 | 16.61 | 21.00 | 18.51 | 2.17 | 15.58 | 21.99 | 27.68 |
| Draw Down(%) | NA | 0.00 | 30.48 | 44.29 | 59.24 | NA | NA | … | … | 0.00 | 5.01 | 24.23 | 33.83 | 44.29 | 14.46 | 0.00 | 22.87 | 48.93 | 0.00 | 15.16 | 0.02 | 16.76 | 0.00 | 0.00 | 16.65 | 12.04 |
| Yield(%) | 0.00 | 0.00 | 1.16 | 1.61 | 2.40 | 2.84 | 2.23 | … | … | 0.00 | 2.07 | 1.90 | 2.27 | 2.08 | 7.15 | 3.10 | 3.37 | 3.17 | 2.35 | 2.25 | 2.04 | 2.38 | 2.14 | 2.34 | 1.82 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAGF (Aurubis AG) |
-25.07%
Jan 2018 – Jan 2021 |
-7.01%
Aug 2015 – Aug 2020 |
-1.14%
Jan 2011 – Jan 2021 |
6.92%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAGF (Aurubis AG) |
42.39%
Jan 2020 – Jan 2023 |
41.55%
Feb 2021 – Feb 2026 |
14.73%
Feb 2016 – Feb 2026 |
11.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart