Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMSSY (ams AG) 114.23% 131.37% -33.82% -36.02% NA NA NA
Data as of 06/09/2026, Common starting date is 03/28/2017
More Performance Analytics Comparison
Name Start Date End Date
AMSSY (ams AG) 03/28/2017 06/09/2026
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
Annualized Return (%) -17.99 131.37 -33.82 -36.02 NA NA NA 114.23 54.89 -74.37 -63.75 -59.94 -16.84 -43.07 67.95 -73.10 60.89
Sharpe Ratio NA 1.29 -0.37 -0.46 NA NA NA 3.66 0.64 -0.77 -0.65 -0.91 -0.41 -0.36 1.01 -0.94 1.41
Standard Deviation(%) NA 83.92 97.60 86.54 NA NA NA 101.75 82.52 101.39 103.52 67.77 40.95 119.17 66.00 79.29 61.02
Draw Down(%) NA 46.28 93.25 97.09 NA NA NA 30.12 48.72 77.14 75.60 73.37 36.73 80.27 32.21 82.92 18.15
Yield(%) 0.00 0.00 0.41 0.09 0.16 0.11 0.08 0.00 0.00 0.00 1.25 0.00 0.00 0.96 0.00 0.42 0.06
Data as of 06/09/2026, Common starting date is 03/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMSSY (ams AG) -66.69%
Nov 2021 – Nov 2024
-57.37%
Nov 2019 – Nov 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMSSY (ams AG) -7.36%
Dec 2018 – Dec 2021
-25.07%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return