Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIXXF (AIXTRON SE) | 204.47% | 328.99% | 23.90% | 19.92% | 26.12% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIXXF (AIXTRON SE) | 07/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.81 | 328.99 | 23.90 | 19.92 | 26.12 | NA | NA | … | … | 204.47 | 29.35 | -61.50 | 41.40 | 48.48 | 18.46 | 90.76 | -0.86 | -32.01 | 265.46 | -17.91 | -58.64 | -24.97 |
| Sharpe Ratio | NA | 4.98 | 0.35 | 0.38 | 0.45 | NA | NA | … | … | 15.11 | 0.40 | -1.14 | 0.91 | 0.84 | 0.38 | 1.56 | -0.05 | -0.47 | 4.61 | -0.29 | -0.94 | -1.63 |
| Standard Deviation(%) | NA | 63.65 | 60.31 | 57.01 | 58.38 | NA | NA | … | … | 70.98 | 65.80 | 57.29 | 41.77 | 56.43 | 48.98 | 57.56 | 48.68 | 71.75 | 57.80 | 62.06 | 62.46 | 26.90 |
| Draw Down(%) | NA | 28.57 | 77.76 | 77.76 | 77.76 | NA | NA | … | … | 15.79 | 42.94 | 67.65 | 30.99 | 25.09 | 37.01 | 34.57 | 29.78 | 63.16 | 24.42 | 42.54 | 58.91 | 26.98 |
| Yield(%) | 0.00 | 2.10 | 1.04 | 1.29 | 2.64 | 0.78 | 0.59 | … | … | 1.35 | 2.11 | 1.06 | 1.08 | 1.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIXXF (AIXTRON SE) |
-19.84%
Mar 2022 – Mar 2025 |
-7.24%
Aug 2014 – Aug 2019 |
2.32%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIXXF (AIXTRON SE) |
59.53%
Mar 2020 – Mar 2023 |
44.76%
Mar 2017 – Mar 2022 |
29.86%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart