Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BASFY (BASF SE ADR) | 17.96% | 28.47% | 11.54% | -1.00% | 2.41% | 1.83% | 6.77% | … | … |
Data as of 06/05/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASFY (BASF SE ADR) | 11/18/1996 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 28.47 | 11.54 | -1.00 | 2.41 | 1.83 | 6.77 | … | … | 17.96 | 25.29 | -12.90 | 16.65 | -24.50 | -6.66 | 11.91 | 11.29 | -33.57 | 22.70 | 27.11 | -6.09 | -20.04 | 17.98 | 41.81 | -10.08 | 33.55 | 70.25 | -44.39 | 56.79 | 30.74 | 9.83 | 33.52 | 51.12 | 3.73 | -10.88 | -0.46 | 36.27 | 8.51 | -7.84 | 11.68 |
| Sharpe Ratio | NA | 0.95 | 0.29 | -0.12 | 0.03 | NA | NA | … | … | 1.53 | 0.69 | -0.68 | 0.47 | -0.65 | -0.32 | 0.24 | 0.40 | -1.46 | 1.45 | 1.09 | -0.24 | -0.91 | 0.80 | 1.46 | -0.22 | 1.03 | 1.44 | -0.78 | 2.25 | 1.48 | 0.42 | 1.64 | 1.64 | 0.07 | -0.40 | -0.12 | 1.06 | 0.15 | -0.39 | 5.41 |
| Standard Deviation(%) | NA | 27.22 | 28.53 | 30.48 | 29.76 | NA | NA | … | … | 29.17 | 32.83 | 24.41 | 27.77 | 40.01 | 21.07 | 47.79 | 24.34 | 23.94 | 15.30 | 24.66 | 25.32 | 21.98 | 22.39 | 28.93 | 46.36 | 32.34 | 48.73 | 57.68 | 23.93 | 18.54 | 18.22 | 19.83 | 30.69 | 34.60 | 34.11 | 39.02 | 31.12 | 34.19 | 29.13 | 29.12 |
| Draw Down(%) | NA | 14.62 | 26.27 | 51.31 | 61.76 | NA | NA | … | … | 14.10 | 26.27 | 20.59 | 22.00 | 48.40 | 23.31 | 44.64 | 22.25 | 43.38 | 5.39 | 16.13 | 25.67 | 29.79 | 17.33 | 25.11 | 41.91 | 18.77 | 34.37 | 67.60 | 11.15 | 16.67 | 14.52 | 15.05 | 21.76 | 30.84 | 35.62 | 25.27 | 16.88 | 32.21 | 19.44 | 7.76 |
| Yield(%) | 0.00 | 5.46 | 5.90 | 3.86 | 4.39 | 3.74 | 7.98 | … | … | 4.95 | 5.80 | 6.92 | 6.97 | 5.28 | 4.98 | 4.88 | 5.20 | 3.43 | 3.50 | 4.53 | 3.55 | 3.57 | 3.49 | 4.51 | 3.80 | 3.58 | 6.51 | 4.10 | 4.09 | 3.07 | 3.19 | 3.06 | 3.88 | 2.99 | 4.06 | 12.22 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASFY (BASF SE ADR) |
-19.15%
Mar 2017 – Mar 2020 |
-14.05%
Sep 2017 – Sep 2022 |
-3.67%
Jun 2014 – Jun 2024 |
0.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASFY (BASF SE ADR) |
54.27%
Feb 2009 – Feb 2012 |
38.88%
Feb 2009 – Feb 2014 |
23.14%
Jan 2003 – Jan 2013 |
18.26%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart