Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMWYY (Bayerische Motoren Werke AG ADR) | NA | -18.89% | 0.61% | 6.56% | 2.11% | NA | NA | … | … |
Data as of 12/10/2024, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMWYY (Bayerische Motoren Werke AG ADR) | 12/30/2009 | 12/10/2024 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.10 | -18.89 | 0.61 | 6.56 | 2.11 | NA | NA | … | … | -20.29 | 35.91 | -4.56 | 16.40 | 13.65 | 5.86 | -18.59 | 16.37 | -7.20 | 0.55 | -6.91 | 25.39 | 51.92 | -12.95 | 73.23 | -0.07 |
| Sharpe Ratio | NA | -0.89 | -0.11 | 0.12 | 0.02 | NA | NA | … | … | -0.98 | 1.40 | -0.16 | 0.63 | 0.27 | 0.21 | -0.85 | 1.03 | -0.23 | 0.02 | -0.33 | 1.12 | 1.52 | -0.26 | 1.99 | NA |
| Standard Deviation(%) | NA | 28.33 | 30.12 | 34.02 | 29.72 | NA | NA | … | … | 28.83 | 22.83 | 37.27 | 26.19 | 48.95 | 21.09 | 23.40 | 15.34 | 31.66 | 28.45 | 21.22 | 22.68 | 34.38 | 50.88 | 36.70 | 0.00 |
| Draw Down(%) | NA | 40.25 | 40.25 | 52.45 | 62.59 | NA | NA | … | … | 40.25 | 24.88 | 35.95 | 23.09 | 51.69 | 22.15 | 30.25 | 8.48 | 28.15 | 32.33 | 23.32 | 18.27 | 29.05 | 42.30 | 17.43 | 0.07 |
| Yield(%) | 0.00 | 5.91 | 7.13 | 6.61 | 4.17 | 8.56 | 6.42 | … | … | 5.83 | 10.18 | 5.82 | 2.64 | 3.28 | 4.90 | 4.69 | 4.09 | 3.59 | 3.06 | 3.15 | 3.27 | 4.19 | 2.34 | 0.91 | 0.00 |
Data as of 12/10/2024, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMWYY (Bayerische Motoren Werke AG ADR) |
-13.64%
Mar 2017 – Mar 2020 |
-12.71%
Mar 2015 – Mar 2020 |
0.56%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMWYY (Bayerische Motoren Werke AG ADR) |
35.54%
Jan 2010 – Jan 2013 |
28.84%
Feb 2010 – Feb 2015 |
8.73%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart