Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIRK (Birkenstock Holding plc) | 17.19% | -9.31% | NA | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 10/10/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIRK (Birkenstock Holding plc) | 10/10/2023 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.78 | -9.31 | NA | NA | NA | NA | NA | … | … | 17.19 | -25.24 | 16.27 | 5.93 |
| Sharpe Ratio | NA | -0.24 | NA | NA | NA | NA | NA | … | … | 0.76 | -0.75 | 0.37 | 0.47 |
| Standard Deviation(%) | NA | 47.29 | NA | NA | NA | NA | NA | … | … | 59.39 | 37.90 | 39.95 | 53.28 |
| Draw Down(%) | NA | 41.73 | NA | NA | NA | NA | NA | … | … | 29.27 | 37.59 | 30.97 | 20.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 10/10/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRK (Birkenstock Holding plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRK (Birkenstock Holding plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart