Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUUMF (Aumann AG) | -2.17% | 14.52% | -2.83% | -2.82% | NA | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUUMF (Aumann AG) | 07/03/2018 | 04/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.52 | -2.83 | -2.82 | NA | NA | NA | … | … | -2.17 | 47.49 | -49.42 | 79.77 | -23.17 | 10.79 | -17.01 | -47.53 | -50.86 |
| Sharpe Ratio | NA | 0.43 | -0.15 | -0.14 | NA | NA | NA | … | … | -0.69 | 1.33 | -1.04 | 2.09 | -1.44 | 0.08 | -0.11 | -0.67 | -1.19 |
| Standard Deviation(%) | NA | 27.67 | 40.04 | 37.31 | NA | NA | NA | … | … | 15.56 | 34.11 | 50.86 | 36.88 | 17.16 | 132.43 | 151.70 | 73.06 | 65.39 |
| Draw Down(%) | NA | 12.00 | 50.77 | 50.77 | NA | NA | NA | … | … | 7.39 | 12.00 | 50.67 | 20.69 | 26.56 | 61.02 | 66.50 | 67.94 | 55.20 |
| Yield(%) | 0.00 | 3.56 | 1.56 | 1.00 | 0.17 | 0.11 | 0.08 | … | … | 0.00 | 4.40 | 0.95 | 0.94 | 0.71 | 0.00 | 0.00 | 0.62 | 0.00 |
Data as of 04/02/2026, Common starting date is 07/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUUMF (Aumann AG) |
-37.98%
Aug 2018 – Aug 2021 |
-26.48%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUUMF (Aumann AG) |
31.87%
Mar 2020 – Mar 2023 |
12.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart