Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALIZY (Allianz SE ADR) | -0.25% | 15.52% | 30.92% | 16.10% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALIZY (Allianz SE ADR) | 07/09/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | 15.52 | 30.92 | 16.10 | NA | NA | NA | … | … | -0.25 | 56.96 | 20.61 | 31.20 | -4.34 | 0.09 | 7.81 | -0.41 |
| Sharpe Ratio | NA | 0.44 | 1.37 | 0.59 | NA | NA | NA | … | … | -0.33 | 2.50 | 1.00 | 1.42 | -0.20 | 0.00 | 0.09 | NA |
| Standard Deviation(%) | NA | 20.06 | 19.55 | 22.22 | NA | NA | NA | … | … | 22.59 | 21.71 | 16.90 | 19.54 | 29.51 | 19.77 | 49.01 | 0.00 |
| Draw Down(%) | NA | 13.55 | 13.55 | 38.35 | NA | NA | NA | … | … | 13.46 | 11.78 | 9.79 | 12.22 | 37.72 | 18.90 | 49.10 | 0.41 |
| Yield(%) | 0.00 | 4.92 | 7.66 | 5.71 | 3.99 | 2.66 | 2.00 | … | … | 4.31 | 5.63 | 5.61 | 5.78 | 4.92 | 4.74 | 4.28 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIZY (Allianz SE ADR) |
5.56%
Jan 2020 – Jan 2023 |
12.19%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIZY (Allianz SE ADR) |
46.03%
Sep 2022 – Sep 2025 |
24.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart