Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLJZY (Berli Jucker PCL ADR) | NA | -31.89% | -19.83% | -13.58% | -6.23% | NA | NA | … | … |
Data as of 10/21/2024, Common starting date is 12/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLJZY (Berli Jucker PCL ADR) | 12/30/2013 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.89 | -19.83 | -13.58 | -6.23 | NA | NA | … | … | -31.89 | 2.46 | -26.17 | 1.83 | -8.14 | -10.07 | 43.17 | 18.01 | 16.66 | -38.50 | 8.02 | 0.00 |
| Sharpe Ratio | NA | -0.94 | -0.78 | -0.60 | -0.26 | NA | NA | … | … | -0.99 | -0.88 | -0.85 | 1.20 | -0.30 | -0.87 | 0.85 | 1.15 | 1.20 | -0.77 | 0.43 | NA |
| Standard Deviation(%) | NA | 41.10 | 30.24 | 26.49 | 29.99 | NA | NA | … | … | 45.71 | 2.04 | 32.45 | 1.50 | 27.44 | 13.15 | 49.16 | 15.15 | 13.66 | 49.78 | 18.45 | 0.00 |
| Draw Down(%) | NA | 33.61 | 48.84 | 52.15 | 62.35 | NA | NA | … | … | 33.61 | 0.00 | 27.63 | 0.00 | 25.10 | 11.80 | 12.53 | 0.00 | 0.00 | 39.20 | 11.26 | 0.00 |
| Yield(%) | 0.00 | 2.30 | 1.61 | 1.58 | 1.50 | 1.17 | 0.87 | … | … | 2.30 | 2.38 | 1.44 | 1.80 | 1.95 | 1.37 | 2.67 | 1.55 | 1.89 | 1.15 | 1.51 | 0.00 |
Data as of 10/21/2024, Common starting date is 12/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLJZY (Berli Jucker PCL ADR) |
-19.92%
May 2021 – May 2024 |
-13.64%
May 2019 – May 2024 |
-7.35%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLJZY (Berli Jucker PCL ADR) |
26.32%
Oct 2015 – Oct 2018 |
10.56%
Apr 2016 – Apr 2021 |
-1.81%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart